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FASGX vs. VZ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FASGX and VZ is 0.45, 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

FASGX vs. VZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Asset Manager 70% Fund (FASGX) and Verizon Communications Inc. (VZ). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
3.00%
4.35%
FASGX
VZ

Key characteristics

Sharpe Ratio

FASGX:

1.05

VZ:

0.10

Sortino Ratio

FASGX:

1.42

VZ:

0.27

Omega Ratio

FASGX:

1.20

VZ:

1.04

Calmar Ratio

FASGX:

1.11

VZ:

0.09

Martin Ratio

FASGX:

4.91

VZ:

0.37

Ulcer Index

FASGX:

2.14%

VZ:

5.55%

Daily Std Dev

FASGX:

10.02%

VZ:

19.51%

Max Drawdown

FASGX:

-45.69%

VZ:

-50.66%

Current Drawdown

FASGX:

-4.00%

VZ:

-15.89%

Returns By Period

In the year-to-date period, FASGX achieves a 2.60% return, which is significantly lower than VZ's 2.87% return. Over the past 10 years, FASGX has outperformed VZ with an annualized return of 5.19%, while VZ has yielded a comparatively lower 3.94% annualized return.


FASGX

YTD

2.60%

1M

-0.93%

6M

3.00%

1Y

9.61%

5Y*

5.76%

10Y*

5.19%

VZ

YTD

2.87%

1M

3.05%

6M

4.35%

1Y

2.62%

5Y*

-2.01%

10Y*

3.94%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

FASGX vs. VZ — Risk-Adjusted Performance Rank

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

FASGX
The Risk-Adjusted Performance Rank of FASGX is 5656
Overall Rank
The Sharpe Ratio Rank of FASGX is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of FASGX is 5050
Sortino Ratio Rank
The Omega Ratio Rank of FASGX is 5151
Omega Ratio Rank
The Calmar Ratio Rank of FASGX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of FASGX is 5959
Martin Ratio Rank

VZ
The Risk-Adjusted Performance Rank of VZ is 4646
Overall Rank
The Sharpe Ratio Rank of VZ is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of VZ is 3939
Sortino Ratio Rank
The Omega Ratio Rank of VZ is 3939
Omega Ratio Rank
The Calmar Ratio Rank of VZ is 5050
Calmar Ratio Rank
The Martin Ratio Rank of VZ is 5151
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.

FASGX vs. VZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 70% Fund (FASGX) and Verizon Communications Inc. (VZ). 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 FASGX, currently valued at 1.05, compared to the broader market-1.000.001.002.003.004.001.050.10
The chart of Sortino ratio for FASGX, currently valued at 1.42, compared to the broader market0.005.0010.001.420.27
The chart of Omega ratio for FASGX, currently valued at 1.20, compared to the broader market1.002.003.004.001.201.04
The chart of Calmar ratio for FASGX, currently valued at 1.11, compared to the broader market0.005.0010.0015.0020.001.110.09
The chart of Martin ratio for FASGX, currently valued at 4.91, compared to the broader market0.0020.0040.0060.0080.004.910.37
FASGX
VZ

The current FASGX Sharpe Ratio is 1.05, which is higher than the VZ Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of FASGX and VZ, 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 Ratio0.000.501.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.05
0.10
FASGX
VZ

Dividends

FASGX vs. VZ - Dividend Comparison

FASGX's dividend yield for the trailing twelve months is around 1.85%, less than VZ's 6.65% yield.


TTM20242023202220212020201920182017201620152014
FASGX
Fidelity Asset Manager 70% Fund
1.85%1.89%1.72%2.15%1.35%0.98%1.53%1.61%1.16%1.31%1.68%10.98%
VZ
Verizon Communications Inc.
6.65%6.68%6.96%6.53%4.86%4.21%3.95%4.22%4.39%4.26%4.79%4.57%

Drawdowns

FASGX vs. VZ - Drawdown Comparison

The maximum FASGX drawdown since its inception was -45.69%, smaller than the maximum VZ drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for FASGX and VZ. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-4.00%
-15.89%
FASGX
VZ

Volatility

FASGX vs. VZ - Volatility Comparison

Fidelity Asset Manager 70% Fund (FASGX) and Verizon Communications Inc. (VZ) have volatilities of 4.52% and 4.64%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%AugustSeptemberOctoberNovemberDecember2025
4.52%
4.64%
FASGX
VZ
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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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