FAMRX vs. FTRNX
Compare and contrast key facts about Fidelity Asset Manager 85% Fund (FAMRX) and Fidelity Trend Fund (FTRNX).
FAMRX is managed by Blackrock. It was launched on Sep 24, 1999. FTRNX is managed by Fidelity. It was launched on Jun 16, 1958.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAMRX or FTRNX.
Key characteristics
| FAMRX | FTRNX | |
|---|---|---|
| YTD Return | 16.07% | 42.00% |
| 1Y Return | 27.03% | 48.63% |
| 3Y Return (Ann) | 3.74% | 4.74% |
| 5Y Return (Ann) | 10.56% | 14.00% |
| 10Y Return (Ann) | 8.84% | 8.99% |
| Sharpe Ratio | 2.63 | 2.43 |
| Sortino Ratio | 3.64 | 3.10 |
| Omega Ratio | 1.49 | 1.43 |
| Calmar Ratio | 2.26 | 2.17 |
| Martin Ratio | 16.88 | 14.04 |
| Ulcer Index | 1.67% | 3.68% |
| Daily Std Dev | 10.71% | 21.23% |
| Max Drawdown | -60.05% | -55.96% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FAMRX and FTRNX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FAMRX vs. FTRNX - Performance Comparison
In the year-to-date period, FAMRX achieves a 16.07% return, which is significantly lower than FTRNX's 42.00% return. Both investments have delivered pretty close results over the past 10 years, with FAMRX having a 8.84% annualized return and FTRNX not far ahead at 8.99%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FAMRX vs. FTRNX - Expense Ratio Comparison
FAMRX has a 0.70% expense ratio, which is lower than FTRNX's 0.73% expense ratio.
Risk-Adjusted Performance
FAMRX vs. FTRNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 85% Fund (FAMRX) and Fidelity Trend Fund (FTRNX). 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.
Dividends
FAMRX vs. FTRNX - Dividend Comparison
FAMRX's dividend yield for the trailing twelve months is around 1.15%, more than FTRNX's 0.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMRX Fidelity Asset Manager 85% Fund | 1.15% | 1.33% | 1.85% | 1.12% | 0.80% | 1.36% | 1.36% | 0.98% | 1.05% | 1.41% | 11.42% | 4.40% |
FTRNX Fidelity Trend Fund | 0.03% | 0.05% | 0.01% | 0.00% | 0.04% | 0.23% | 0.26% | 0.35% | 0.46% | 2.49% | 3.12% | 14.74% |
Drawdowns
FAMRX vs. FTRNX - Drawdown Comparison
The maximum FAMRX drawdown since its inception was -60.05%, which is greater than FTRNX's maximum drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for FAMRX and FTRNX. For additional features, visit the drawdowns tool.
Volatility
FAMRX vs. FTRNX - Volatility Comparison
The current volatility for Fidelity Asset Manager 85% Fund (FAMRX) is 2.93%, while Fidelity Trend Fund (FTRNX) has a volatility of 6.31%. This indicates that FAMRX experiences smaller price fluctuations and is considered to be less risky than FTRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.