ANHIX vs. FZROX
Compare and contrast key facts about Angel Oak High Yield Opportunities Fund (ANHIX) and Fidelity ZERO Total Market Index Fund (FZROX).
ANHIX is managed by Angel Oak. It was launched on Mar 31, 2009. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANHIX or FZROX.
Correlation
The correlation between ANHIX and FZROX is 0.39, 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
ANHIX vs. FZROX - Performance Comparison
Key characteristics
Returns By Period
ANHIX
N/A
N/A
N/A
N/A
N/A
N/A
FZROX
-3.63%
14.26%
-5.11%
10.04%
15.43%
N/A
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ANHIX vs. FZROX - Expense Ratio Comparison
ANHIX has a 0.65% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
ANHIX vs. FZROX — Risk-Adjusted Performance Rank
ANHIX
FZROX
ANHIX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak High Yield Opportunities Fund (ANHIX) and Fidelity ZERO Total Market Index Fund (FZROX). 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
ANHIX vs. FZROX - Dividend Comparison
ANHIX has not paid dividends to shareholders, while FZROX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANHIX Angel Oak High Yield Opportunities Fund | 0.00% | 0.55% | 6.56% | 5.94% | 5.03% | 5.49% | 5.64% | 6.31% | 5.56% | 4.29% |
FZROX Fidelity ZERO Total Market Index Fund | 1.20% | 1.16% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% |
Drawdowns
ANHIX vs. FZROX - Drawdown Comparison
Volatility
ANHIX vs. FZROX - Volatility Comparison
The current volatility for Angel Oak High Yield Opportunities Fund (ANHIX) is 0.00%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 11.33%. This indicates that ANHIX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.