FCTDX vs. FSKAX

In the year-to-date period, FCTDX achieves a -2.88% return, which is significantly higher than FSKAX's -3.68% return.

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FCTDX has a 0.61% expense ratio, which is higher than FSKAX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Fidelity Total Market Index Fund (FSKAX). 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 FCTDX Sharpe Ratio is 0.23, which is lower than the FSKAX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of FCTDX and FSKAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCTDX's dividend yield for the trailing twelve months is around 1.20%, more than FSKAX's 1.13% yield.

The maximum FCTDX drawdown since its inception was -34.51%, roughly equal to the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FCTDX and FSKAX. For additional features, visit the drawdowns tool.

Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 6.59% and 6.89%, 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.