AYI vs. FPURX
Compare and contrast key facts about Acuity Brands, Inc. (AYI) and Fidelity Puritan Fund (FPURX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AYI or FPURX.
Performance
AYI vs. FPURX - Performance Comparison
Returns By Period
In the year-to-date period, AYI achieves a 59.46% return, which is significantly higher than FPURX's 18.14% return. Over the past 10 years, AYI has outperformed FPURX with an annualized return of 9.08%, while FPURX has yielded a comparatively lower 4.67% annualized return.
AYI
59.46%
5.96%
25.68%
79.84%
21.03%
9.08%
FPURX
18.14%
-0.43%
7.63%
23.65%
5.48%
4.67%
Key characteristics
| AYI | FPURX | |
|---|---|---|
| Sharpe Ratio | 2.78 | 2.42 |
| Sortino Ratio | 3.86 | 3.39 |
| Omega Ratio | 1.50 | 1.45 |
| Calmar Ratio | 2.29 | 1.08 |
| Martin Ratio | 13.23 | 14.43 |
| Ulcer Index | 6.02% | 1.68% |
| Daily Std Dev | 28.66% | 10.03% |
| Max Drawdown | -74.22% | -33.59% |
| Current Drawdown | -2.27% | -3.89% |
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Correlation
The correlation between AYI and FPURX is 0.57, 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.
Risk-Adjusted Performance
AYI vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Acuity Brands, Inc. (AYI) and Fidelity Puritan Fund (FPURX). 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
AYI vs. FPURX - Dividend Comparison
AYI's dividend yield for the trailing twelve months is around 0.18%, less than FPURX's 1.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AYI Acuity Brands, Inc. | 0.18% | 0.25% | 0.31% | 0.25% | 0.43% | 0.38% | 0.45% | 0.30% | 0.23% | 0.22% | 0.37% | 0.48% |
FPURX Fidelity Puritan Fund | 1.72% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
Drawdowns
AYI vs. FPURX - Drawdown Comparison
The maximum AYI drawdown since its inception was -74.22%, which is greater than FPURX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for AYI and FPURX. For additional features, visit the drawdowns tool.
Volatility
AYI vs. FPURX - Volatility Comparison
Acuity Brands, Inc. (AYI) has a higher volatility of 5.79% compared to Fidelity Puritan Fund (FPURX) at 3.00%. This indicates that AYI's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.