BF-B vs. FZROX
Compare and contrast key facts about Brown-Forman Corporation (BF-B) and Fidelity ZERO Total Market Index Fund (FZROX).
FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BF-B or FZROX.
Correlation
The correlation between BF-B and FZROX is 0.47, 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
BF-B vs. FZROX - Performance Comparison
Key characteristics
BF-B:
-1.65
FZROX:
1.78
BF-B:
-2.67
FZROX:
2.41
BF-B:
0.69
FZROX:
1.33
BF-B:
-0.76
FZROX:
2.70
BF-B:
-1.66
FZROX:
10.66
BF-B:
27.41%
FZROX:
2.17%
BF-B:
27.51%
FZROX:
13.01%
BF-B:
-59.87%
FZROX:
-34.96%
BF-B:
-59.44%
FZROX:
-0.52%
Returns By Period
In the year-to-date period, BF-B achieves a -18.43% return, which is significantly lower than FZROX's 4.07% return.
BF-B
-18.43%
-8.34%
-30.63%
-46.11%
-13.81%
-0.14%
FZROX
4.07%
0.81%
10.79%
23.92%
14.05%
N/A
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Risk-Adjusted Performance
BF-B vs. FZROX — Risk-Adjusted Performance Rank
BF-B
FZROX
BF-B vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown-Forman Corporation (BF-B) and Fidelity ZERO Total Market Index Fund (FZROX). 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
BF-B vs. FZROX - Dividend Comparison
BF-B's dividend yield for the trailing twelve months is around 2.84%, more than FZROX's 1.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-B Brown-Forman Corporation | 2.84% | 2.32% | 1.46% | 1.18% | 2.37% | 0.88% | 0.99% | 3.45% | 1.09% | 1.54% | 1.29% | 1.35% |
FZROX Fidelity ZERO Total Market Index Fund | 1.11% | 1.16% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BF-B vs. FZROX - Drawdown Comparison
The maximum BF-B drawdown since its inception was -59.87%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for BF-B and FZROX. For additional features, visit the drawdowns tool.
Volatility
BF-B vs. FZROX - Volatility Comparison
Brown-Forman Corporation (BF-B) has a higher volatility of 8.17% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 3.04%. This indicates that BF-B's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.