FDSCX vs. FTBFX

In the year-to-date period, FDSCX achieves a -4.18% return, which is significantly lower than FTBFX's 1.86% return. Over the past 10 years, FDSCX has outperformed FTBFX with an annualized return of 4.06%, while FTBFX has yielded a comparatively lower 2.05% annualized return.

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FDSCX has a 0.90% expense ratio, which is higher than FTBFX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Total Bond Fund (FTBFX). 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 FDSCX Sharpe Ratio is -0.10, which is lower than the FTBFX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of FDSCX and FTBFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDSCX's dividend yield for the trailing twelve months is around 0.79%, less than FTBFX's 4.51% yield.

The maximum FDSCX drawdown since its inception was -69.56%, which is greater than FTBFX's maximum drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FDSCX and FTBFX. For additional features, visit the drawdowns tool.

Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 6.61% compared to Fidelity Total Bond Fund (FTBFX) at 1.55%. This indicates that FDSCX's price experiences larger fluctuations and is considered to be riskier than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.