CSM vs. FBGRX

In the year-to-date period, CSM achieves a -3.50% return, which is significantly higher than FBGRX's -10.52% return. Both investments have delivered pretty close results over the past 10 years, with CSM having a 11.05% annualized return and FBGRX not far ahead at 11.51%.

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CSM has a 0.45% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Proshares Large Cap Core Plus (CSM) and Fidelity Blue Chip Growth Fund (FBGRX). 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 CSM Sharpe Ratio is 0.57, which is higher than the FBGRX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of CSM and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CSM's dividend yield for the trailing twelve months is around 1.14%, more than FBGRX's 0.26% yield.

The maximum CSM drawdown since its inception was -36.12%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for CSM and FBGRX. For additional features, visit the drawdowns tool.

The current volatility for Proshares Large Cap Core Plus (CSM) is 11.72%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 14.94%. This indicates that CSM experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.