ACEIX vs. FNARX

In the year-to-date period, ACEIX achieves a 1.43% return, which is significantly lower than FNARX's 6.99% return. Over the past 10 years, ACEIX has underperformed FNARX with an annualized return of 1.85%, while FNARX has yielded a comparatively higher 4.64% annualized return.

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ACEIX has a 0.78% expense ratio, which is lower than FNARX's 0.82% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Equity and Income Fund (ACEIX) and Fidelity Natural Resources Fund (FNARX). 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 ACEIX Sharpe Ratio is 0.05, which is higher than the FNARX Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of ACEIX and FNARX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACEIX's dividend yield for the trailing twelve months is around 2.05%, more than FNARX's 1.58% yield.

The maximum ACEIX drawdown since its inception was -38.81%, smaller than the maximum FNARX drawdown of -72.60%. Use the drawdown chart below to compare losses from any high point for ACEIX and FNARX. For additional features, visit the drawdowns tool.

The current volatility for Invesco Equity and Income Fund (ACEIX) is 3.08%, while Fidelity Natural Resources Fund (FNARX) has a volatility of 4.25%. This indicates that ACEIX experiences smaller price fluctuations and is considered to be less risky than FNARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.