FCTDX vs. FXAIX

In the year-to-date period, FCTDX achieves a -2.94% return, which is significantly higher than FXAIX's -3.38% return.

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FCTDX has a 0.61% expense ratio, which is higher than FXAIX'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 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.

The current FCTDX Sharpe Ratio is 0.23, which is lower than the FXAIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FCTDX and FXAIX, 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%, less than FXAIX's 1.32% yield.

The maximum FCTDX drawdown since its inception was -34.51%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCTDX and FXAIX. For additional features, visit the drawdowns tool.