^SP500TR vs. FNILX
Compare and contrast key facts about S&P 500 Total Return (^SP500TR) and Fidelity ZERO Large Cap Index Fund (FNILX).
FNILX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^SP500TR or FNILX.
Correlation
The correlation between ^SP500TR and FNILX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
^SP500TR vs. FNILX - Performance Comparison
Key characteristics
^SP500TR:
1.97
FNILX:
1.86
^SP500TR:
2.63
FNILX:
2.50
^SP500TR:
1.37
FNILX:
1.34
^SP500TR:
2.93
FNILX:
2.77
^SP500TR:
13.00
FNILX:
12.21
^SP500TR:
1.90%
FNILX:
1.96%
^SP500TR:
12.58%
FNILX:
12.82%
^SP500TR:
-55.25%
FNILX:
-33.75%
^SP500TR:
-3.62%
FNILX:
-4.79%
Returns By Period
The year-to-date returns for both stocks are quite close, with ^SP500TR having a 24.66% return and FNILX slightly lower at 23.86%.
^SP500TR
24.66%
-0.72%
7.91%
26.59%
14.57%
12.99%
FNILX
23.86%
-1.74%
7.30%
25.75%
14.44%
N/A
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Risk-Adjusted Performance
^SP500TR vs. FNILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P 500 Total Return (^SP500TR) and Fidelity ZERO Large Cap Index Fund (FNILX). 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
^SP500TR vs. FNILX - Drawdown Comparison
The maximum ^SP500TR drawdown since its inception was -55.25%, which is greater than FNILX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for ^SP500TR and FNILX. For additional features, visit the drawdowns tool.
Volatility
^SP500TR vs. FNILX - Volatility Comparison
The current volatility for S&P 500 Total Return (^SP500TR) is 3.62%, while Fidelity ZERO Large Cap Index Fund (FNILX) has a volatility of 3.89%. This indicates that ^SP500TR experiences smaller price fluctuations and is considered to be less risky than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.