BZZUY vs. FXAIX
Compare and contrast key facts about Buzzi Unicem SpA ADR (BZZUY) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BZZUY or FXAIX.
Key characteristics
| BZZUY | FXAIX | |
|---|---|---|
| YTD Return | 27.05% | 19.12% |
| 1Y Return | 40.84% | 28.25% |
| 3Y Return (Ann) | 31.93% | 10.02% |
| 5Y Return (Ann) | 35.64% | 15.25% |
| 10Y Return (Ann) | 45.49% | 12.99% |
| Sharpe Ratio | 1.71 | 2.17 |
| Daily Std Dev | 28.58% | 12.79% |
| Max Drawdown | -50.37% | -33.79% |
| Current Drawdown | -11.88% | -0.50% |
Correlation
The correlation between BZZUY and FXAIX is 0.12, 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
BZZUY vs. FXAIX - Performance Comparison
In the year-to-date period, BZZUY achieves a 27.05% return, which is significantly higher than FXAIX's 19.12% return. Over the past 10 years, BZZUY has outperformed FXAIX with an annualized return of 45.49%, while FXAIX has yielded a comparatively lower 12.99% 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
BZZUY vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buzzi Unicem SpA ADR (BZZUY) 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.
Dividends
BZZUY vs. FXAIX - Dividend Comparison
BZZUY's dividend yield for the trailing twelve months is around 1.69%, more than FXAIX's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BZZUY Buzzi Unicem SpA ADR | 1.69% | 1.58% | 2.22% | 5.59% | 0.65% | 0.54% | 0.80% | 0.39% | 0.36% | 0.30% | 0.52% | 0.37% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
BZZUY vs. FXAIX - Drawdown Comparison
The maximum BZZUY drawdown since its inception was -50.37%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BZZUY and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BZZUY vs. FXAIX - Volatility Comparison
Buzzi Unicem SpA ADR (BZZUY) has a higher volatility of 6.68% compared to Fidelity 500 Index Fund (FXAIX) at 4.37%. This indicates that BZZUY'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.