CLMB vs. FXAIX
CLMB (Climb Global Solutions) is a stock, while FXAIX (Fidelity 500 Index Fund) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, CLMB returned 22.82%/yr vs 15.16%/yr for FXAIX. Their 0.17 correlation means their historical movements had little consistent relationship.
Performance
CLMB vs. FXAIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CLMB achieves a 5.92% return, which is significantly lower than FXAIX's 10.13% return. Over the past 10 years, CLMB has outperformed FXAIX with an annualized return of 22.82%, while FXAIX has yielded a comparatively lower 15.16% annualized return.
CLMB
- 1D
- 1.53%
- 1M
- 14.08%
- 6M
- -8.86%
- YTD
- 5.92%
- 1Y
- -1.83%
- 3Y*
- 39.60%
- 5Y*
- 34.97%
- 10Y*
- 22.82%
- ALL TIME*
- 11.40%
FXAIX
- 1D
- 0.71%
- 1M
- 0.15%
- 6M
- 7.97%
- YTD
- 10.13%
- 1Y
- 21.49%
- 3Y*
- 19.42%
- 5Y*
- 12.84%
- 10Y*
- 15.16%
- ALL TIME*
- 13.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.41M | $4.23M | $3.78M | |
| $0.00 | $0.00 | $0.00 |
CLMB vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLMB Climb Global Solutions | 5.92% | -18.40% | 133.60% | 76.59% | -8.29% | 88.47% | 22.14% | 70.90% | -37.08% | -7.01% |
FXAIX Fidelity 500 Index Fund | 10.13% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Correlation
The correlation between CLMB and FXAIX is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.21 |
Correlation (All Time) Calculated using the full available price history since May 4, 2011 | 0.17 |
The correlation between CLMB and FXAIX shifts across timeframes, from 0.17 (all time) to 0.32 (3 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CLMB vs. FXAIX — Risk / Return Rank
CLMB
FXAIX
CLMB vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Climb Global Solutions (CLMB) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CLMB | FXAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.56 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.27 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.03 | 2.21 | -2.24 |
| Martin ratioReturn relative to average drawdown | -0.06 | 9.48 | -9.55 |
Loading charts...
Drawdowns
CLMB vs. FXAIX - Drawdown Comparison
The maximum CLMB drawdown since its inception was -89.12%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CLMB and FXAIX.
Loading charts...
Drawdown Indicators
| CLMB | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.12% | -33.79% | -55.33% |
Max Drawdown (1Y)Largest decline over 1 year | -53.40% | -8.89% | -44.51% |
Max Drawdown (3Y)Largest decline over 3 years | -53.40% | -18.76% | -34.64% |
Max Drawdown (5Y)Largest decline over 5 years | -53.40% | -24.50% | -28.90% |
Max Drawdown (10Y)Largest decline over 10 years | -53.40% | -33.79% | -19.61% |
Current DrawdownCurrent decline from peak | -23.96% | -1.41% | -22.55% |
Average DrawdownAverage peak-to-trough decline | -32.23% | -3.77% | -28.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.43% | 2.07% | +26.36% |
Volatility
CLMB vs. FXAIX - Volatility Comparison
Climb Global Solutions (CLMB) has a higher volatility of 13.07% compared to Fidelity 500 Index Fund (FXAIX) at 3.52%. This indicates that CLMB'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.
Loading charts...
Volatility by Period
| CLMB | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.07% | 3.52% | +9.55% |
Volatility (6M)Calculated over the trailing 6-month period | 41.70% | 10.11% | +31.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.91% | 12.87% | +38.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.82% | 17.02% | +28.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.17% | 18.07% | +23.10% |
Dividends
CLMB vs. FXAIX - Dividend Comparison
CLMB's dividend yield for the trailing twelve months is around 0.31%, less than FXAIX's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMB Climb Global Solutions | 0.31% | 0.66% | 0.67% | 1.24% | 2.16% | 1.94% | 3.56% | 4.20% | 6.80% | 4.07% | 3.64% | 3.71% |
FXAIX Fidelity 500 Index Fund | 1.06% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Frequently Asked Questions
CLMB and FXAIX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CLMB has higher volatility (13.07%) compared to FXAIX (3.52%). In terms of maximum drawdown, CLMB dropped -89.12% vs FXAIX's -33.79%.
FXAIX currently has the higher Sharpe Ratio (1.53 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CLMB and FXAIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer