FCSSX vs. FXAIX
Compare and contrast key facts about Fidelity Series Commodity Strategy Fund (FCSSX) and Fidelity 500 Index Fund (FXAIX).
FCSSX is managed by Fidelity. It was launched on Sep 30, 2009. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FCSSX vs. FXAIX - Performance Comparison
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FCSSX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCSSX Fidelity Series Commodity Strategy Fund | 16.55% | 15.43% | 5.36% | -8.25% | -47.85% | 27.59% | -3.11% | 7.41% | -12.10% | 0.92% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FCSSX achieves a 16.55% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FCSSX has underperformed FXAIX with an annualized return of -1.11%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
FCSSX
- 1D
- -0.03%
- 1M
- 5.27%
- YTD
- 16.55%
- 6M
- 22.88%
- 1Y
- 23.54%
- 3Y*
- 11.27%
- 5Y*
- -4.11%
- 10Y*
- -1.11%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FCSSX vs. FXAIX - Expense Ratio Comparison
FCSSX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FCSSX vs. FXAIX — Risk / Return Rank
FCSSX
FXAIX
FCSSX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Commodity Strategy Fund (FCSSX) and Fidelity 500 Index Fund (FXAIX). 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.
| FCSSX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.84 | +0.75 |
Sortino ratioReturn per unit of downside risk | 2.10 | 1.30 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.20 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.69 | 1.05 | +1.63 |
Martin ratioReturn relative to average drawdown | 7.54 | 5.13 | +2.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCSSX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.84 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.68 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.05 | 0.77 | -0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.19 | 0.75 | -0.94 |
Correlation
The correlation between FCSSX and FXAIX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FCSSX vs. FXAIX - Dividend Comparison
FCSSX's dividend yield for the trailing twelve months is around 2.31%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCSSX Fidelity Series Commodity Strategy Fund | 2.31% | 2.69% | 12.74% | 4.53% | 1.27% | 41.74% | 0.44% | 1.49% | 6.76% | 0.53% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FCSSX vs. FXAIX - Drawdown Comparison
The maximum FCSSX drawdown since its inception was -73.85%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCSSX and FXAIX.
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Drawdown Indicators
| FCSSX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.85% | -33.79% | -40.06% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -12.13% | +2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -66.47% | -24.50% | -41.97% |
Max Drawdown (10Y)Largest decline over 10 years | -66.47% | -33.79% | -32.68% |
Current DrawdownCurrent decline from peak | -61.50% | -8.89% | -52.61% |
Average DrawdownAverage peak-to-trough decline | -44.50% | -3.83% | -40.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 2.50% | +0.78% |
Volatility
FCSSX vs. FXAIX - Volatility Comparison
Fidelity Series Commodity Strategy Fund (FCSSX) has a higher volatility of 5.41% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FCSSX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCSSX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 4.24% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 9.08% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.47% | 18.13% | -2.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.81% | 16.88% | +11.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.22% | 18.03% | +4.19% |