CHASX vs. FTQGX

In the year-to-date period, CHASX achieves a -1.96% return, which is significantly higher than FTQGX's -7.08% return. Over the past 10 years, CHASX has underperformed FTQGX with an annualized return of 11.41%, while FTQGX has yielded a comparatively higher 13.90% annualized return.

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CHASX has a 1.14% expense ratio, which is higher than FTQGX's 0.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Chase Growth Fund (CHASX) and Fidelity Focused Stock Fund (FTQGX). 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.

The current CHASX Sharpe Ratio is 0.42, which is higher than the FTQGX Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of CHASX and FTQGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CHASX's dividend yield for the trailing twelve months is around 20.60%, more than FTQGX's 10.70% yield.

The maximum CHASX drawdown since its inception was -45.94%, smaller than the maximum FTQGX drawdown of -61.05%. Use the drawdown chart below to compare losses from any high point for CHASX and FTQGX.

The current volatility for Chase Growth Fund (CHASX) is 4.33%, while Fidelity Focused Stock Fund (FTQGX) has a volatility of 5.49%. This indicates that CHASX experiences smaller price fluctuations and is considered to be less risky than FTQGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.