CLMB vs. FXAIX
Compare and contrast key facts about Climb Global Solutions (CLMB) and Fidelity 500 Index Fund (FXAIX).
FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
CLMB vs. FXAIX - Performance Comparison
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CLMB vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLMB Climb Global Solutions | -22.87% | -18.40% | 133.60% | 76.59% | -8.29% | 88.47% | 22.14% | 70.90% | -37.08% | -7.01% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, CLMB achieves a -22.87% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, CLMB has outperformed FXAIX with an annualized return of 20.05%, while FXAIX has yielded a comparatively lower 13.75% annualized return.
CLMB
- 1D
- 2.22%
- 1M
- -16.27%
- YTD
- -22.87%
- 6M
- -41.11%
- 1Y
- -28.09%
- 3Y*
- 15.25%
- 5Y*
- 27.47%
- 10Y*
- 20.05%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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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.
| CLMB | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.60 | 0.84 | -1.44 |
Sortino ratioReturn per unit of downside risk | -0.67 | 1.30 | -1.96 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.20 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.59 | 1.05 | -1.64 |
Martin ratioReturn relative to average drawdown | -1.43 | 5.13 | -6.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CLMB | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.60 | 0.84 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.68 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.77 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.75 | -0.54 |
Correlation
The correlation between CLMB and FXAIX is 0.17, 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.
Dividends
CLMB vs. FXAIX - Dividend Comparison
CLMB's dividend yield for the trailing twelve months is around 0.64%, less than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMB Climb Global Solutions | 0.64% | 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 | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
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.
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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 | -45.94% | -12.13% | -33.81% |
Max Drawdown (5Y)Largest decline over 5 years | -45.94% | -24.50% | -21.44% |
Max Drawdown (10Y)Largest decline over 10 years | -49.51% | -33.79% | -15.72% |
Current DrawdownCurrent decline from peak | -44.63% | -8.89% | -35.74% |
Average DrawdownAverage peak-to-trough decline | -32.18% | -3.83% | -28.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.88% | 2.50% | +16.38% |
Volatility
CLMB vs. FXAIX - Volatility Comparison
Climb Global Solutions (CLMB) has a higher volatility of 10.51% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. 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.
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Volatility by Period
| CLMB | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.51% | 4.24% | +6.27% |
Volatility (6M)Calculated over the trailing 6-month period | 33.57% | 9.08% | +24.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.68% | 18.13% | +28.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.19% | 16.88% | +27.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.86% | 18.03% | +21.83% |