Correlation
The correlation between CSOIX and FFRHX is 0.26, 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.
CSOIX vs. FFRHX
Compare and contrast key facts about Credit Suisse Strategic Income Fund (CSOIX) and Fidelity Floating Rate High Income Fund (FFRHX).
CSOIX is managed by Credit Suisse (New York, NY). It was launched on Sep 28, 2012. FFRHX is managed by Fidelity. It was launched on Aug 16, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSOIX or FFRHX.
Performance
CSOIX vs. FFRHX - Performance Comparison
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Key characteristics
CSOIX:
2.38
FFRHX:
1.98
CSOIX:
4.06
FFRHX:
2.82
CSOIX:
1.73
FFRHX:
1.66
CSOIX:
2.39
FFRHX:
1.70
CSOIX:
11.13
FFRHX:
8.23
CSOIX:
0.64%
FFRHX:
0.68%
CSOIX:
3.01%
FFRHX:
3.22%
CSOIX:
-20.04%
FFRHX:
-22.19%
CSOIX:
0.00%
FFRHX:
0.00%
Returns By Period
In the year-to-date period, CSOIX achieves a 1.26% return, which is significantly higher than FFRHX's 0.77% return. Over the past 10 years, CSOIX has outperformed FFRHX with an annualized return of 5.37%, while FFRHX has yielded a comparatively lower 4.63% annualized return.
CSOIX
1.26%
0.75%
1.44%
6.37%
7.60%
7.14%
5.37%
FFRHX
0.77%
0.99%
1.77%
5.59%
7.98%
7.06%
4.63%
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CSOIX vs. FFRHX - Expense Ratio Comparison
CSOIX has a 0.79% expense ratio, which is higher than FFRHX's 0.67% expense ratio.
Risk-Adjusted Performance
CSOIX vs. FFRHX — Risk-Adjusted Performance Rank
CSOIX
FFRHX
CSOIX vs. FFRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Credit Suisse Strategic Income Fund (CSOIX) and Fidelity Floating Rate High Income Fund (FFRHX). 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
CSOIX vs. FFRHX - Dividend Comparison
CSOIX's dividend yield for the trailing twelve months is around 6.74%, less than FFRHX's 7.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSOIX Credit Suisse Strategic Income Fund | 6.74% | 7.68% | 8.04% | 5.88% | 3.93% | 4.95% | 5.35% | 5.46% | 5.17% | 7.21% | 6.86% | 8.70% |
FFRHX Fidelity Floating Rate High Income Fund | 7.34% | 8.33% | 8.25% | 5.06% | 3.27% | 3.85% | 5.17% | 4.75% | 4.05% | 3.94% | 4.25% | 4.00% |
Drawdowns
CSOIX vs. FFRHX - Drawdown Comparison
The maximum CSOIX drawdown since its inception was -20.04%, smaller than the maximum FFRHX drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for CSOIX and FFRHX.
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Volatility
CSOIX vs. FFRHX - Volatility Comparison
Credit Suisse Strategic Income Fund (CSOIX) and Fidelity Floating Rate High Income Fund (FFRHX) have volatilities of 0.66% and 0.63%, 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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