FZAHX vs. MSFT

In the year-to-date period, FZAHX achieves a 44.77% return, which is significantly higher than MSFT's 17.38% return. Over the past 10 years, FZAHX has underperformed MSFT with an annualized return of 12.08%, while MSFT has yielded a comparatively higher 26.87% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Microsoft Corporation (MSFT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FZAHX Sharpe Ratio is 2.20, which is higher than the MSFT Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of FZAHX and MSFT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZAHX has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.70%.

The maximum FZAHX drawdown since its inception was -49.18%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for FZAHX and MSFT. For additional features, visit the drawdowns tool.

Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Microsoft Corporation (MSFT) have volatilities of 5.99% and 5.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.