BISCX vs. FXAIX
Compare and contrast key facts about UBS U.S. Small Cap Growth Fund (BISCX) and Fidelity 500 Index Fund (FXAIX).
BISCX is managed by UBS Asset Management. It was launched on Sep 30, 1997. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BISCX or FXAIX.
Key characteristics
| BISCX | FXAIX | |
|---|---|---|
| YTD Return | 1.50% | 10.29% |
| 1Y Return | -1.49% | 5.42% |
| 5Y Return (Ann) | 5.30% | 11.02% |
| 10Y Return (Ann) | 9.41% | 11.92% |
| Sharpe Ratio | 0.04 | 0.36 |
| Daily Std Dev | 29.60% | 21.15% |
| Max Drawdown | -94.21% | -33.79% |
Correlation
The correlation between BISCX and FXAIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
BISCX vs. FXAIX - Performance Comparison
In the year-to-date period, BISCX achieves a 1.50% return, which is significantly lower than FXAIX's 10.29% return. Over the past 10 years, BISCX has underperformed FXAIX with an annualized return of 9.41%, while FXAIX has yielded a comparatively higher 11.92% 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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BISCX vs. FXAIX - Dividend Comparison
BISCX's dividend yield for the trailing twelve months is around 5.01%, more than FXAIX's 1.91% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BISCX UBS U.S. Small Cap Growth Fund | 5.01% | 5.08% | 23.45% | 13.93% | 9.96% | 11.66% | 43.75% | 6.70% | 19.32% | 45.37% | 5.94% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.91% | 1.70% | 1.25% | 1.26% | 2.17% | 2.93% | 2.18% | 2.84% | 3.27% | 3.13% | 2.25% | 2.72% |
BISCX vs. FXAIX - Expense Ratio Comparison
BISCX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS U.S. Small Cap Growth Fund (BISCX) and Fidelity 500 Index Fund (FXAIX). 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
BISCX UBS U.S. Small Cap Growth Fund | 0.04 | ||||
FXAIX Fidelity 500 Index Fund | 0.36 |
BISCX vs. FXAIX - Drawdown Comparison
The maximum BISCX drawdown for the period was -36.27%, lower than the maximum FXAIX drawdown of -19.86%. The drawdown chart below compares losses from any high point along the way for BISCX and FXAIX
BISCX vs. FXAIX - Volatility Comparison
UBS U.S. Small Cap Growth Fund (BISCX) has a higher volatility of 5.17% compared to Fidelity 500 Index Fund (FXAIX) at 3.83%. This indicates that BISCX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.