CASS vs. FZROX
Compare and contrast key facts about Cass Information Systems, Inc. (CASS) 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: CASS or FZROX.
Key characteristics
| CASS | FZROX | |
|---|---|---|
| YTD Return | -1.09% | 7.34% |
| 1Y Return | 26.31% | 28.35% |
| 3Y Return (Ann) | 1.28% | 7.47% |
| 5Y Return (Ann) | 0.05% | 12.94% |
| Sharpe Ratio | 1.00 | 2.27 |
| Daily Std Dev | 27.23% | 12.05% |
| Max Drawdown | -50.85% | -34.96% |
| Current Drawdown | -17.36% | -2.51% |
Correlation
The correlation between CASS and FZROX is 0.49, 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
CASS vs. FZROX - Performance Comparison
In the year-to-date period, CASS achieves a -1.09% return, which is significantly lower than FZROX's 7.34% 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
CASS vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cass Information Systems, Inc. (CASS) 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
CASS vs. FZROX - Dividend Comparison
CASS's dividend yield for the trailing twelve months is around 2.66%, more than FZROX's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASS Cass Information Systems, Inc. | 2.66% | 2.60% | 2.47% | 2.77% | 2.78% | 1.82% | 1.69% | 1.49% | 1.21% | 1.65% | 1.52% | 1.10% |
FZROX Fidelity ZERO Total Market Index Fund | 1.27% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CASS vs. FZROX - Drawdown Comparison
The maximum CASS drawdown since its inception was -50.85%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for CASS and FZROX. For additional features, visit the drawdowns tool.
Volatility
CASS vs. FZROX - Volatility Comparison
Cass Information Systems, Inc. (CASS) has a higher volatility of 8.18% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 4.17%. This indicates that CASS'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.