BANX vs. FFANX
BANX (StoneCastle Financial Corp.) is a stock, while FFANX (Fidelity Asset Manager 40% Fund) is Diversified Portfolio fund managed by BlackRock. Over the past 10 years, BANX returned 9.99%/yr vs 6.99%/yr for FFANX. At a 0.16 correlation, their price movements are largely independent.
Performance
BANX vs. FFANX - Performance Comparison
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Returns By Period
In the year-to-date period, BANX achieves a -5.81% return, which is significantly lower than FFANX's 7.45% return. Over the past 10 years, BANX has outperformed FFANX with an annualized return of 9.99%, while FFANX has yielded a comparatively lower 6.99% annualized return.
BANX
- 1D
- 1.14%
- 1M
- 0.11%
- YTD
- -5.81%
- 6M
- -6.11%
- 1Y
- 4.36%
- 3Y*
- 19.15%
- 5Y*
- 7.70%
- 10Y*
- 9.99%
FFANX
- 1D
- -0.13%
- 1M
- 1.41%
- YTD
- 7.45%
- 6M
- 7.31%
- 1Y
- 16.42%
- 3Y*
- 11.28%
- 5Y*
- 5.36%
- 10Y*
- 6.99%
BANX vs. FFANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | -5.81% | 15.64% | 27.68% | 20.43% | -15.27% | 20.95% | -5.78% | 23.84% | 2.95% | 16.01% |
FFANX Fidelity Asset Manager 40% Fund | 7.45% | 13.16% | 7.40% | 11.52% | -13.62% | 8.03% | 13.10% | 15.81% | -4.06% | 11.25% |
Correlation
The correlation between BANX and FFANX is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2013 | 0.16 |
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Return for Risk
BANX vs. FFANX — Risk / Return Rank
BANX
FFANX
BANX vs. FFANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneCastle Financial Corp. (BANX) and Fidelity Asset Manager 40% Fund (FFANX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BANX | FFANX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.12 | ||
| Sortino ratioReturn per unit of downside risk | -2.94 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.47 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 3.27 | -2.94 |
| Martin ratioReturn relative to average drawdown | 0.73 | 13.95 | -13.22 |
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Drawdowns
BANX vs. FFANX - Drawdown Comparison
The maximum BANX drawdown since its inception was -55.06%, which is greater than FFANX's maximum drawdown of -31.69%. Use the drawdown chart below to compare losses from any high point for BANX and FFANX.
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Drawdown Indicators
| BANX | FFANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.06% | -31.69% | -23.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -5.20% | -8.00% |
Max Drawdown (3Y)Largest decline over 3 years | -13.71% | -7.55% | -6.16% |
Max Drawdown (5Y)Largest decline over 5 years | -28.50% | -18.52% | -9.98% |
Max Drawdown (10Y)Largest decline over 10 years | -55.06% | -18.52% | -36.54% |
Current DrawdownCurrent decline from peak | -7.00% | -0.13% | -6.87% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -3.79% | -5.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.00% | 1.22% | +4.78% |
Volatility
BANX vs. FFANX - Volatility Comparison
StoneCastle Financial Corp. (BANX) has a higher volatility of 3.26% compared to Fidelity Asset Manager 40% Fund (FFANX) at 2.94%. This indicates that BANX's price experiences larger fluctuations and is considered to be riskier than FFANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BANX | FFANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 2.94% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.80% | 6.01% | +4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.43% | 7.09% | +8.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 7.94% | +12.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.55% | 7.74% | +19.81% |
Dividends
BANX vs. FFANX - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 11.76%, more than FFANX's 3.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 11.76% | 10.54% | 9.53% | 12.11% | 9.74% | 5.64% | 8.16% | 6.82% | 7.88% | 7.45% | 7.81% | 9.26% |
FFANX Fidelity Asset Manager 40% Fund | 3.65% | 3.97% | 2.81% | 2.49% | 5.75% | 2.35% | 2.36% | 3.67% | 4.56% | 2.56% | 1.43% | 3.18% |
Frequently Asked Questions
BANX and FFANX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BANX has higher volatility (3.26%) compared to FFANX (2.94%). In terms of maximum drawdown, BANX dropped -55.06% vs FFANX's -31.69%.
FFANX currently has the higher Sharpe Ratio (2.40 vs 0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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