^BSE100 vs. FXAIX
Compare and contrast key facts about S&P BSE-100 (^BSE100) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^BSE100 or FXAIX.
Correlation
The correlation between ^BSE100 and FXAIX is 0.23, 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.
Performance
^BSE100 vs. FXAIX - Performance Comparison
Key characteristics
^BSE100:
0.71
FXAIX:
1.93
^BSE100:
1.01
FXAIX:
2.59
^BSE100:
1.15
FXAIX:
1.35
^BSE100:
0.74
FXAIX:
2.93
^BSE100:
1.93
FXAIX:
12.16
^BSE100:
5.27%
FXAIX:
2.04%
^BSE100:
14.27%
FXAIX:
12.84%
^BSE100:
-38.32%
FXAIX:
-33.79%
^BSE100:
-10.03%
FXAIX:
-1.30%
Returns By Period
In the year-to-date period, ^BSE100 achieves a -0.60% return, which is significantly lower than FXAIX's 2.74% return. Over the past 10 years, ^BSE100 has underperformed FXAIX with an annualized return of 11.21%, while FXAIX has yielded a comparatively higher 13.43% annualized return.
^BSE100
-0.60%
-2.15%
-1.63%
10.42%
15.36%
11.21%
FXAIX
2.74%
1.68%
15.99%
23.83%
14.37%
13.43%
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Risk-Adjusted Performance
^BSE100 vs. FXAIX — Risk-Adjusted Performance Rank
^BSE100
FXAIX
^BSE100 vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P BSE-100 (^BSE100) and Fidelity 500 Index Fund (FXAIX). 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.
Drawdowns
^BSE100 vs. FXAIX - Drawdown Comparison
The maximum ^BSE100 drawdown since its inception was -38.32%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for ^BSE100 and FXAIX. For additional features, visit the drawdowns tool.
Volatility
^BSE100 vs. FXAIX - Volatility Comparison
S&P BSE-100 (^BSE100) has a higher volatility of 5.24% compared to Fidelity 500 Index Fund (FXAIX) at 3.68%. This indicates that ^BSE100's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.