LLOY.L vs. FITGX
Compare and contrast key facts about Lloyds Banking Group plc (LLOY.L) and Fidelity Advisor International Growth Fund Class M (FITGX).
FITGX is managed by Fidelity. It was launched on Nov 1, 2007.
Performance
LLOY.L vs. FITGX - Performance Comparison
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LLOY.L vs. FITGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LLOY.L Lloyds Banking Group plc | -0.55% | 88.33% | 21.09% | 10.91% | -0.38% | 34.81% | -36.92% | 27.49% | -20.02% | 14.37% |
FITGX Fidelity Advisor International Growth Fund Class M | -0.45% | 8.93% | 6.55% | 14.17% | -14.52% | 15.85% | 12.89% | 28.12% | -6.83% | 17.69% |
Different Trading Currencies
LLOY.L is traded in GBp, while FITGX is traded in USD. To make them comparable, the FITGX values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, LLOY.L achieves a -0.55% return, which is significantly lower than FITGX's -0.45% return. Both investments have delivered pretty close results over the past 10 years, with LLOY.L having a 9.11% annualized return and FITGX not far behind at 8.98%.
LLOY.L
- 1D
- 5.80%
- 1M
- -2.22%
- YTD
- -0.55%
- 6M
- 17.12%
- 1Y
- 41.32%
- 3Y*
- 33.81%
- 5Y*
- 23.54%
- 10Y*
- 9.11%
FITGX
- 1D
- 3.54%
- 1M
- -7.51%
- YTD
- -0.45%
- 6M
- -0.40%
- 1Y
- 9.41%
- 3Y*
- 6.87%
- 5Y*
- 5.30%
- 10Y*
- 8.98%
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Return for Risk
LLOY.L vs. FITGX — Risk / Return Rank
LLOY.L
FITGX
LLOY.L vs. FITGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lloyds Banking Group plc (LLOY.L) and Fidelity Advisor International Growth Fund Class M (FITGX). 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.
| LLOY.L | FITGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 0.57 | +0.92 |
Sortino ratioReturn per unit of downside risk | 2.12 | 0.92 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.13 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.79 | +1.33 |
Martin ratioReturn relative to average drawdown | 7.24 | 2.85 | +4.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LLOY.L | FITGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 0.57 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.36 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.55 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.43 | -0.25 |
Correlation
The correlation between LLOY.L and FITGX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LLOY.L vs. FITGX - Dividend Comparison
LLOY.L's dividend yield for the trailing twelve months is around 3.41%, more than FITGX's 3.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLOY.L Lloyds Banking Group plc | 3.41% | 3.39% | 5.29% | 5.28% | 4.69% | 2.59% | 6.17% | 5.22% | 6.02% | 4.70% | 4.56% | 2.05% |
FITGX Fidelity Advisor International Growth Fund Class M | 3.05% | 2.98% | 0.74% | 0.00% | 1.47% | 1.52% | 0.00% | 0.42% | 0.27% | 0.12% | 0.66% | 0.16% |
Drawdowns
LLOY.L vs. FITGX - Drawdown Comparison
The maximum LLOY.L drawdown since its inception was -90.48%, which is greater than FITGX's maximum drawdown of -38.04%. Use the drawdown chart below to compare losses from any high point for LLOY.L and FITGX.
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Drawdown Indicators
| LLOY.L | FITGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.48% | -56.26% | -34.22% |
Max Drawdown (1Y)Largest decline over 1 year | -19.68% | -13.99% | -5.69% |
Max Drawdown (5Y)Largest decline over 5 years | -25.65% | -35.26% | +9.61% |
Max Drawdown (10Y)Largest decline over 10 years | -61.42% | -35.26% | -26.16% |
Current DrawdownCurrent decline from peak | -21.12% | -10.66% | -10.46% |
Average DrawdownAverage peak-to-trough decline | -41.52% | -10.89% | -30.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.74% | 3.60% | +2.14% |
Volatility
LLOY.L vs. FITGX - Volatility Comparison
Lloyds Banking Group plc (LLOY.L) has a higher volatility of 10.99% compared to Fidelity Advisor International Growth Fund Class M (FITGX) at 7.94%. This indicates that LLOY.L's price experiences larger fluctuations and is considered to be riskier than FITGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LLOY.L | FITGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.99% | 7.94% | +3.05% |
Volatility (6M)Calculated over the trailing 6-month period | 19.18% | 11.92% | +7.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.63% | 17.71% | +9.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.83% | 14.99% | +11.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.62% | 16.25% | +14.37% |