EKWAX vs. FSAGX

In the year-to-date period, EKWAX achieves a 6.73% return, which is significantly higher than FSAGX's 6.27% return. Over the past 10 years, EKWAX has outperformed FSAGX with an annualized return of 5.97%, while FSAGX has yielded a comparatively lower 4.03% 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 1.33, which is comparable to the FSAGX Sharpe Ratio of 1.10. 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 has not paid dividends to shareholders, while FSAGX's dividend yield for the trailing twelve months is around 3.41%.

The maximum EKWAX drawdown since its inception was -77.82%, 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. For additional features, visit the drawdowns tool.

Allspring Precious Metals Fund (EKWAX) and Fidelity Select Gold Portfolio (FSAGX) have volatilities of 8.17% and 8.34%, 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.