EXPE vs. FPURX

In the year-to-date period, EXPE achieves a -10.37% return, which is significantly lower than FPURX's -0.41% return. Over the past 10 years, EXPE has outperformed FPURX with an annualized return of 5.19%, while FPURX has yielded a comparatively lower 3.20% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Expedia Group, Inc. (EXPE) and Fidelity Puritan Fund (FPURX). 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 EXPE Sharpe Ratio is 1.08, which is higher than the FPURX Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of EXPE and FPURX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EXPE's dividend yield for the trailing twelve months is around 0.24%, less than FPURX's 1.79% yield.

The maximum EXPE drawdown since its inception was -82.73%, which is greater than FPURX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for EXPE and FPURX. For additional features, visit the drawdowns tool.

Expedia Group, Inc. (EXPE) has a higher volatility of 12.89% compared to Fidelity Puritan Fund (FPURX) at 3.35%. This indicates that EXPE's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.