BANX vs. FFANX

In the year-to-date period, BANX achieves a -1.03% return, which is significantly lower than FFANX's 2.19% return. Over the past 10 years, BANX has outperformed FFANX with an annualized return of 11.33%, while FFANX has yielded a comparatively lower 3.78% annualized return.

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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.

The current BANX Sharpe Ratio is 1.29, which is higher than the FFANX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of BANX and FFANX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BANX's dividend yield for the trailing twelve months is around 10.38%, more than FFANX's 2.70% yield.

The maximum BANX drawdown since its inception was -55.06%, which is greater than FFANX's maximum drawdown of -31.68%. Use the drawdown chart below to compare losses from any high point for BANX and FFANX. For additional features, visit the drawdowns tool.

StoneCastle Financial Corp. (BANX) has a higher volatility of 6.86% compared to Fidelity Asset Manager 40% Fund (FFANX) at 2.14%. 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.