AFLIX vs. FDFIX
Compare and contrast key facts about Anfield Universal Fixed Income Fund (AFLIX) and Fidelity Flex 500 Index Fund (FDFIX).
AFLIX is managed by Anfield. It was launched on Jun 27, 2013. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFLIX or FDFIX.
Key characteristics
| AFLIX | FDFIX | |
|---|---|---|
| YTD Return | 2.14% | 11.80% |
| 1Y Return | 7.98% | 28.26% |
| 3Y Return (Ann) | 1.53% | 10.42% |
| 5Y Return (Ann) | 1.11% | 15.07% |
| Sharpe Ratio | 5.17 | 2.55 |
| Daily Std Dev | 1.52% | 11.57% |
| Max Drawdown | -9.43% | -33.77% |
| Current Drawdown | 0.00% | -0.09% |
Correlation
The correlation between AFLIX and FDFIX is 0.21, 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
AFLIX vs. FDFIX - Performance Comparison
In the year-to-date period, AFLIX achieves a 2.14% return, which is significantly lower than FDFIX's 11.80% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AFLIX vs. FDFIX - Expense Ratio Comparison
AFLIX has a 1.39% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
AFLIX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Anfield Universal Fixed Income Fund (AFLIX) and Fidelity Flex 500 Index Fund (FDFIX). 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.
Dividends
AFLIX vs. FDFIX - Dividend Comparison
AFLIX's dividend yield for the trailing twelve months is around 5.78%, more than FDFIX's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFLIX Anfield Universal Fixed Income Fund | 5.78% | 5.32% | 4.13% | 2.40% | 4.51% | 2.88% | 2.92% | 2.21% | 2.95% | 3.21% | 2.49% | 0.41% |
FDFIX Fidelity Flex 500 Index Fund | 1.33% | 1.48% | 1.70% | 1.27% | 1.52% | 1.78% | 2.16% | 0.92% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AFLIX vs. FDFIX - Drawdown Comparison
The maximum AFLIX drawdown since its inception was -9.43%, smaller than the maximum FDFIX drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for AFLIX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
AFLIX vs. FDFIX - Volatility Comparison
The current volatility for Anfield Universal Fixed Income Fund (AFLIX) is 0.74%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 3.38%. This indicates that AFLIX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.