EKWAX vs. FSAGX

The year-to-date returns for both stocks are quite close, with EKWAX having a 51.89% return and FSAGX slightly lower at 49.35%. Over the past 10 years, EKWAX has outperformed FSAGX with an annualized return of 11.57%, while FSAGX has yielded a comparatively lower 9.07% annualized return.

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EKWAX has a 1.09% expense ratio, which is higher than FSAGX's 0.76% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Precious Metals Fund (EKWAX) and Fidelity Select Gold Portfolio (FSAGX). 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 EKWAX Sharpe Ratio is 1.99, which is comparable to the FSAGX Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of EKWAX and FSAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EKWAX's dividend yield for the trailing twelve months is around 0.55%, less than FSAGX's 2.31% yield.

The maximum EKWAX drawdown since its inception was -76.76%, roughly equal to the maximum FSAGX drawdown of -77.21%. Use the drawdown chart below to compare losses from any high point for EKWAX and FSAGX.

Allspring Precious Metals Fund (EKWAX) and Fidelity Select Gold Portfolio (FSAGX) have volatilities of 13.56% and 13.26%, 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.