FIDELITY ADVISOR Risk Adjusted Performance

FHCIX Fund  USD 61.53  -0.62  -1.00%   
Risk-Adjusted Performance (RAP) measures the return an equity would have generated if it carried the same total risk (standard deviation) as the market. Derived from the Sharpe Ratio, RAP is expressed in percentage terms, making direct comparison across assets with different volatility profiles straightforward. Below is FIDELITY ADVISOR's current Risk Adjusted Performance with peer comparisons and related risk metrics.

Current Risk Adjusted Performance Value

At -0.03, FIDELITY ADVISOR's Risk Adjusted Performance indicates slightly negative risk-adjusted return. FIDELITY ADVISOR's return has marginally failed to compensate for the volatility experienced.

RAP

 = 

(ER[a] - RFR) * STD[b])/STD[b]

RFR

 = 
-0.03
ER[a] = Expected return on investing in FIDELITY ADVISOR
RFR = Risk Free Rate of return. Typically T-Bill Rate
STD[b] =   Standard Deviation of selected market or benchmark.

Risk Adjusted Performance Peers Comparison

Relative to peers, FIDELITY ADVISOR's Risk Adjusted Performance is below the group average of 0.06. Peer readings range from -0.021 (Vanguard Massachusetts Tax Exempt) to 0.1217 (Neuberger Berman Socially), reflecting wide dispersion across the sector. FIDELITY ADVISOR's risk-adjusted return trails the peer average, indicating less efficient compensation for the risk incurred.

Risk Adjusted Performance Relative To Other Indicators

The chart below plots Risk Adjusted Performance against Maximum Drawdown for Fidelity Advisor and its peers. Each point represents one equity — position along the horizontal axis shows Risk Adjusted Performance while the vertical axis shows Maximum Drawdown. Equities that cluster in different quadrants carry distinct risk-return profiles. Use the dropdowns to swap in other indicators for either axis.
Compare FIDELITY ADVISOR to Peers

Methodology, Assumptions & Data Sources

FIDELITY ADVISOR has a current Risk Adjusted Performance reading of -0.03. The Risk Adjusted Performance for FIDELITY ADVISOR is produced by transforming raw price history into a standardized measure according to the indicator's defined methodology. The underlying data comes from exchange-reported daily closes with corporate action adjustments applied where relevant. The calculation assumes continuous price data across the selected period. All readings are presented as reference data.

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