AXS vs. FXAIX
Compare and contrast key facts about AXIS Capital Holdings Limited (AXS) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AXS or FXAIX.
Correlation
The correlation between AXS and FXAIX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AXS vs. FXAIX - Performance Comparison
Key characteristics
AXS:
2.36
FXAIX:
1.87
AXS:
3.20
FXAIX:
2.52
AXS:
1.40
FXAIX:
1.34
AXS:
5.93
FXAIX:
2.82
AXS:
15.77
FXAIX:
11.69
AXS:
3.23%
FXAIX:
2.04%
AXS:
21.59%
FXAIX:
12.77%
AXS:
-55.93%
FXAIX:
-33.79%
AXS:
-2.86%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, AXS achieves a 3.25% return, which is significantly lower than FXAIX's 4.63% return. Over the past 10 years, AXS has underperformed FXAIX with an annualized return of 8.90%, while FXAIX has yielded a comparatively higher 13.14% annualized return.
AXS
3.25%
1.41%
22.14%
51.77%
11.26%
8.90%
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
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Risk-Adjusted Performance
AXS vs. FXAIX — Risk-Adjusted Performance Rank
AXS
FXAIX
AXS vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AXIS Capital Holdings Limited (AXS) and Fidelity 500 Index Fund (FXAIX). 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
AXS vs. FXAIX - Dividend Comparison
AXS's dividend yield for the trailing twelve months is around 1.92%, more than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXS AXIS Capital Holdings Limited | 1.92% | 1.99% | 3.18% | 3.19% | 3.10% | 3.27% | 2.71% | 3.04% | 3.04% | 2.19% | 2.17% | 2.15% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
AXS vs. FXAIX - Drawdown Comparison
The maximum AXS drawdown since its inception was -55.93%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for AXS and FXAIX. For additional features, visit the drawdowns tool.
Volatility
AXS vs. FXAIX - Volatility Comparison
AXIS Capital Holdings Limited (AXS) has a higher volatility of 7.40% compared to Fidelity 500 Index Fund (FXAIX) at 3.06%. This indicates that AXS's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.