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FARMX vs. VOOG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FARMX and VOOG is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

FARMX vs. VOOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Agricultural Productivity Fund (FARMX) and Vanguard S&P 500 Growth ETF (VOOG). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
7.37%
15.41%
FARMX
VOOG

Key characteristics

Sharpe Ratio

FARMX:

0.53

VOOG:

1.75

Sortino Ratio

FARMX:

0.84

VOOG:

2.30

Omega Ratio

FARMX:

1.10

VOOG:

1.32

Calmar Ratio

FARMX:

0.27

VOOG:

2.45

Martin Ratio

FARMX:

1.46

VOOG:

9.48

Ulcer Index

FARMX:

5.44%

VOOG:

3.32%

Daily Std Dev

FARMX:

14.91%

VOOG:

18.01%

Max Drawdown

FARMX:

-29.15%

VOOG:

-32.73%

Current Drawdown

FARMX:

-19.52%

VOOG:

0.00%

Returns By Period

In the year-to-date period, FARMX achieves a 7.09% return, which is significantly higher than VOOG's 5.17% return.


FARMX

YTD

7.09%

1M

1.44%

6M

7.12%

1Y

8.68%

5Y*

N/A

10Y*

N/A

VOOG

YTD

5.17%

1M

2.81%

6M

13.79%

1Y

33.83%

5Y*

16.79%

10Y*

15.29%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FARMX vs. VOOG - Expense Ratio Comparison

FARMX has a 0.99% expense ratio, which is higher than VOOG's 0.10% expense ratio.


FARMX
Fidelity Agricultural Productivity Fund
Expense ratio chart for FARMX: current value at 0.99% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.99%
Expense ratio chart for VOOG: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%

Risk-Adjusted Performance

FARMX vs. VOOG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FARMX
The Risk-Adjusted Performance Rank of FARMX is 2020
Overall Rank
The Sharpe Ratio Rank of FARMX is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of FARMX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of FARMX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of FARMX is 1919
Calmar Ratio Rank
The Martin Ratio Rank of FARMX is 1919
Martin Ratio Rank

VOOG
The Risk-Adjusted Performance Rank of VOOG is 7171
Overall Rank
The Sharpe Ratio Rank of VOOG is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of VOOG is 6767
Sortino Ratio Rank
The Omega Ratio Rank of VOOG is 7272
Omega Ratio Rank
The Calmar Ratio Rank of VOOG is 7272
Calmar Ratio Rank
The Martin Ratio Rank of VOOG is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FARMX vs. VOOG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Agricultural Productivity Fund (FARMX) and Vanguard S&P 500 Growth ETF (VOOG). 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.


Sharpe ratio
The chart of Sharpe ratio for FARMX, currently valued at 0.53, compared to the broader market-1.000.001.002.003.004.000.531.75
The chart of Sortino ratio for FARMX, currently valued at 0.84, compared to the broader market0.002.004.006.008.0010.0012.000.842.30
The chart of Omega ratio for FARMX, currently valued at 1.10, compared to the broader market1.002.003.004.001.101.32
The chart of Calmar ratio for FARMX, currently valued at 0.27, compared to the broader market0.005.0010.0015.0020.000.272.45
The chart of Martin ratio for FARMX, currently valued at 1.46, compared to the broader market0.0020.0040.0060.0080.001.469.48
FARMX
VOOG

The current FARMX Sharpe Ratio is 0.53, which is lower than the VOOG Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of FARMX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.53
1.75
FARMX
VOOG

Dividends

FARMX vs. VOOG - Dividend Comparison

FARMX's dividend yield for the trailing twelve months is around 2.14%, more than VOOG's 0.46% yield.


TTM20242023202220212020201920182017201620152014
FARMX
Fidelity Agricultural Productivity Fund
2.14%2.29%1.33%1.17%0.48%0.43%0.00%0.00%0.00%0.00%0.00%0.00%
VOOG
Vanguard S&P 500 Growth ETF
0.46%0.49%1.12%0.93%0.53%0.88%1.26%1.34%1.32%1.47%1.56%1.28%

Drawdowns

FARMX vs. VOOG - Drawdown Comparison

The maximum FARMX drawdown since its inception was -29.15%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FARMX and VOOG. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-19.52%
0
FARMX
VOOG

Volatility

FARMX vs. VOOG - Volatility Comparison

The current volatility for Fidelity Agricultural Productivity Fund (FARMX) is 4.87%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.41%. This indicates that FARMX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
4.87%
5.41%
FARMX
VOOG
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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