BERIX vs. FSRRX
BERIX (Chartwell Income Fund) and FSRRX (Fidelity Strategic Real Return Fund) are both Diversified Portfolio funds. Over the past 10 years, BERIX returned 4.57%/yr vs 5.50%/yr for FSRRX. Their 0.59 correlation means they have sometimes moved together and sometimes differently. BERIX charges 0.64%/yr vs 0.70%/yr for FSRRX.
Performance
BERIX vs. FSRRX - Performance Comparison
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Returns By Period
In the year-to-date period, BERIX achieves a 2.94% return, which is significantly lower than FSRRX's 8.14% return. Over the past 10 years, BERIX has underperformed FSRRX with an annualized return of 4.57%, while FSRRX has yielded a comparatively higher 5.50% annualized return.
BERIX
- 1D
- -0.07%
- 1M
- 0.56%
- 6M
- 0.80%
- YTD
- 2.94%
- 1Y
- 10.88%
- 3Y*
- 8.88%
- 5Y*
- 4.12%
- 10Y*
- 4.57%
- ALL TIME*
- 5.97%
FSRRX
- 1D
- -0.21%
- 1M
- 1.83%
- 6M
- 5.41%
- YTD
- 8.14%
- 1Y
- 14.51%
- 3Y*
- 8.74%
- 5Y*
- 5.77%
- 10Y*
- 5.50%
- ALL TIME*
- 4.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BERIX vs. FSRRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 2.94% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
FSRRX Fidelity Strategic Real Return Fund | 8.14% | 10.45% | 5.84% | 4.59% | -3.34% | 15.84% | 3.74% | 10.48% | -3.99% | 3.00% |
Correlation
The correlation between BERIX and FSRRX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.66 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2005 | 0.59 |
Over the past year, BERIX and FSRRX have become more correlated (0.82) than their long-term average of 0.59, meaning their price movements have been converging.
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Return for Risk
BERIX vs. FSRRX — Risk / Return Rank
BERIX
FSRRX
BERIX vs. FSRRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chartwell Income Fund (BERIX) and Fidelity Strategic Real Return Fund (FSRRX). 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.
| BERIX | FSRRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.59 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 4.23 | -1.33 |
| Martin ratioReturn relative to average drawdown | 8.10 | 15.07 | -6.96 |
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Drawdowns
BERIX vs. FSRRX - Drawdown Comparison
The maximum BERIX drawdown since its inception was -20.34%, smaller than the maximum FSRRX drawdown of -33.42%. Use the drawdown chart below to compare losses from any high point for BERIX and FSRRX.
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Drawdown Indicators
| BERIX | FSRRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.34% | -33.42% | +13.08% |
Max Drawdown (1Y)Largest decline over 1 year | -3.90% | -3.42% | -0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -4.60% | -5.80% | +1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -15.73% | -12.78% | -2.95% |
Max Drawdown (10Y)Largest decline over 10 years | -20.34% | -19.93% | -0.41% |
Current DrawdownCurrent decline from peak | -2.81% | -1.22% | -1.59% |
Average DrawdownAverage peak-to-trough decline | -2.59% | -4.20% | +1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 0.96% | +0.43% |
Volatility
BERIX vs. FSRRX - Volatility Comparison
The current volatility for Chartwell Income Fund (BERIX) is 0.70%, while Fidelity Strategic Real Return Fund (FSRRX) has a volatility of 1.25%. This indicates that BERIX experiences smaller price fluctuations and is considered to be less risky than FSRRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BERIX | FSRRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 1.25% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 4.12% | 3.76% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.06% | 4.85% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.97% | 6.87% | -0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.00% | 6.72% | -0.72% |
BERIX vs. FSRRX - Expense Ratio Comparison
BERIX has a 0.64% expense ratio, which is lower than FSRRX's 0.70% expense ratio.
Dividends
BERIX vs. FSRRX - Dividend Comparison
BERIX's dividend yield for the trailing twelve months is around 4.26%, less than FSRRX's 4.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 4.26% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
FSRRX Fidelity Strategic Real Return Fund | 4.59% | 4.68% | 4.82% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 9.39% | 1.57% | 2.34% | 1.75% |
Frequently Asked Questions
BERIX and FSRRX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSRRX has higher volatility (1.25%) compared to BERIX (0.70%). In terms of maximum drawdown, BERIX dropped -20.34% vs FSRRX's -33.42%.
FSRRX currently has the higher Sharpe Ratio (2.99 vs 2.23), 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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