BVEFX vs. FXNAX
Compare and contrast key facts about Becker Value Equity Fund (BVEFX) and Fidelity U.S. Bond Index Fund (FXNAX).
BVEFX is managed by Becker. It was launched on Nov 3, 2003. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BVEFX or FXNAX.
Key characteristics
| BVEFX | FXNAX | |
|---|---|---|
| YTD Return | 19.53% | 1.62% |
| 1Y Return | 13.89% | 6.49% |
| 3Y Return (Ann) | -1.96% | -2.33% |
| 5Y Return (Ann) | 5.07% | -0.47% |
| 10Y Return (Ann) | 2.43% | 1.28% |
| Sharpe Ratio | 1.20 | 1.11 |
| Sortino Ratio | 1.41 | 1.67 |
| Omega Ratio | 1.28 | 1.20 |
| Calmar Ratio | 0.66 | 0.41 |
| Martin Ratio | 4.49 | 3.68 |
| Ulcer Index | 3.51% | 1.73% |
| Daily Std Dev | 13.15% | 5.86% |
| Max Drawdown | -53.76% | -19.64% |
| Current Drawdown | -6.01% | -10.08% |
Correlation
The correlation between BVEFX and FXNAX is -0.20. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BVEFX vs. FXNAX - Performance Comparison
In the year-to-date period, BVEFX achieves a 19.53% return, which is significantly higher than FXNAX's 1.62% return. Over the past 10 years, BVEFX has outperformed FXNAX with an annualized return of 2.43%, while FXNAX has yielded a comparatively lower 1.28% 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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BVEFX vs. FXNAX - Expense Ratio Comparison
BVEFX has a 0.78% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Risk-Adjusted Performance
BVEFX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Becker Value Equity Fund (BVEFX) and Fidelity U.S. Bond Index Fund (FXNAX). 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
BVEFX vs. FXNAX - Dividend Comparison
BVEFX's dividend yield for the trailing twelve months is around 1.37%, less than FXNAX's 3.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVEFX Becker Value Equity Fund | 1.37% | 1.64% | 1.60% | 1.31% | 2.41% | 2.21% | 2.34% | 1.43% | 1.64% | 1.28% | 1.66% | 1.13% |
FXNAX Fidelity U.S. Bond Index Fund | 3.32% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% | 2.39% |
Drawdowns
BVEFX vs. FXNAX - Drawdown Comparison
The maximum BVEFX drawdown since its inception was -53.76%, which is greater than FXNAX's maximum drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for BVEFX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
BVEFX vs. FXNAX - Volatility Comparison
Becker Value Equity Fund (BVEFX) has a higher volatility of 3.10% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.62%. This indicates that BVEFX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.