AXA.DE vs. FAGAX
Compare and contrast key facts about AXA SA (AXA.DE) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX).
FAGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AXA.DE or FAGAX.
Key characteristics
| AXA.DE | FAGAX | |
|---|---|---|
| YTD Return | 30.25% | 25.05% |
| 1Y Return | 32.31% | 39.53% |
| 3Y Return (Ann) | 23.08% | 2.17% |
| 5Y Return (Ann) | 17.96% | 18.28% |
| 10Y Return (Ann) | 12.97% | 17.58% |
| Sharpe Ratio | 1.92 | 1.92 |
| Daily Std Dev | 16.64% | 20.34% |
| Max Drawdown | -82.28% | -65.24% |
| Current Drawdown | -0.11% | -3.22% |
Correlation
The correlation between AXA.DE and FAGAX is 0.32, 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
AXA.DE vs. FAGAX - Performance Comparison
In the year-to-date period, AXA.DE achieves a 30.25% return, which is significantly higher than FAGAX's 25.05% return. Over the past 10 years, AXA.DE has underperformed FAGAX with an annualized return of 12.97%, while FAGAX has yielded a comparatively higher 17.58% annualized 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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Risk-Adjusted Performance
AXA.DE vs. FAGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AXA SA (AXA.DE) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX). 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
AXA.DE vs. FAGAX - Dividend Comparison
AXA.DE's dividend yield for the trailing twelve months is around 5.47%, while FAGAX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXA.DE AXA SA | 5.47% | 5.76% | 5.87% | 5.44% | 10.95% | 5.31% | 6.66% | 4.67% | 4.58% | 3.74% | 4.21% | 3.57% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 0.00% | 0.00% | 0.00% | 10.19% | 5.45% | 4.10% | 11.99% | 7.67% | 15.44% | 11.12% | 0.00% | 0.00% |
Drawdowns
AXA.DE vs. FAGAX - Drawdown Comparison
The maximum AXA.DE drawdown since its inception was -82.28%, which is greater than FAGAX's maximum drawdown of -65.24%. Use the drawdown chart below to compare losses from any high point for AXA.DE and FAGAX. For additional features, visit the drawdowns tool.
Volatility
AXA.DE vs. FAGAX - Volatility Comparison
The current volatility for AXA SA (AXA.DE) is 3.21%, while Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a volatility of 7.12%. This indicates that AXA.DE experiences smaller price fluctuations and is considered to be less risky than FAGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.