Correlation
The correlation between CASS and FZROX is 0.48, 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.
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.
Performance
CASS vs. FZROX - Performance Comparison
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Key characteristics
CASS:
0.11
FZROX:
0.70
CASS:
0.26
FZROX:
1.00
CASS:
1.04
FZROX:
1.15
CASS:
0.04
FZROX:
0.64
CASS:
0.14
FZROX:
2.42
CASS:
8.35%
FZROX:
5.17%
CASS:
31.20%
FZROX:
20.15%
CASS:
-50.85%
FZROX:
-34.96%
CASS:
-18.80%
FZROX:
-3.85%
Returns By Period
In the year-to-date period, CASS achieves a 4.12% return, which is significantly higher than FZROX's 0.59% return.
CASS
4.12%
3.83%
-4.41%
3.35%
10.52%
3.75%
3.54%
FZROX
0.59%
6.44%
-2.40%
13.91%
13.86%
15.39%
N/A
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Risk-Adjusted Performance
CASS vs. FZROX — Risk-Adjusted Performance Rank
CASS
FZROX
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.
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Dividends
CASS vs. FZROX - Dividend Comparison
CASS's dividend yield for the trailing twelve months is around 2.88%, more than FZROX's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASS Cass Information Systems, Inc. | 2.88% | 2.96% | 2.60% | 2.47% | 2.77% | 2.78% | 1.82% | 1.69% | 1.49% | 1.21% | 1.65% | 1.52% |
FZROX Fidelity ZERO Total Market Index Fund | 1.15% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.74% | 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.
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Volatility
CASS vs. FZROX - Volatility Comparison
Cass Information Systems, Inc. (CASS) and Fidelity ZERO Total Market Index Fund (FZROX) have volatilities of 5.02% and 4.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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