BHMG.L vs. FSAGX
Compare and contrast key facts about BH Macro Limited (BHMG.L) and Fidelity Select Gold Portfolio (FSAGX).
FSAGX is managed by Fidelity. It was launched on Dec 15, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BHMG.L or FSAGX.
Key characteristics
| BHMG.L | FSAGX | |
|---|---|---|
| YTD Return | 0.54% | 28.98% |
| 1Y Return | 0.00% | 33.96% |
| 3Y Return (Ann) | 1.30% | 3.08% |
| 5Y Return (Ann) | 6.12% | 6.90% |
| 10Y Return (Ann) | 6.27% | 4.24% |
| Sharpe Ratio | 0.08 | 1.25 |
| Daily Std Dev | 16.67% | 28.60% |
| Max Drawdown | -35.94% | -77.21% |
| Current Drawdown | -27.93% | -41.07% |
Correlation
The correlation between BHMG.L and FSAGX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BHMG.L vs. FSAGX - Performance Comparison
In the year-to-date period, BHMG.L achieves a 0.54% return, which is significantly lower than FSAGX's 28.98% return. Over the past 10 years, BHMG.L has outperformed FSAGX with an annualized return of 6.27%, while FSAGX has yielded a comparatively lower 4.24% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BHMG.L vs. FSAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BH Macro Limited (BHMG.L) and Fidelity Select Gold Portfolio (FSAGX). 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
BHMG.L vs. FSAGX - Dividend Comparison
BHMG.L has not paid dividends to shareholders, while FSAGX's dividend yield for the trailing twelve months is around 0.49%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
BHMG.L BH Macro Limited | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSAGX Fidelity Select Gold Portfolio | 0.49% | 0.99% | 0.36% | 1.60% | 4.40% | 0.54% | 0.00% | 0.22% | 3.57% |
Drawdowns
BHMG.L vs. FSAGX - Drawdown Comparison
The maximum BHMG.L drawdown since its inception was -35.94%, smaller than the maximum FSAGX drawdown of -77.21%. Use the drawdown chart below to compare losses from any high point for BHMG.L and FSAGX. For additional features, visit the drawdowns tool.
Volatility
BHMG.L vs. FSAGX - Volatility Comparison
The current volatility for BH Macro Limited (BHMG.L) is 5.65%, while Fidelity Select Gold Portfolio (FSAGX) has a volatility of 8.35%. This indicates that BHMG.L experiences smaller price fluctuations and is considered to be less risky than FSAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.