FFANX vs. BANX

In the year-to-date period, FFANX achieves a 2.19% return, which is significantly higher than BANX's -1.03% return. Over the past 10 years, FFANX has underperformed BANX with an annualized return of 3.78%, while BANX has yielded a comparatively higher 11.33% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 40% Fund (FFANX) and StoneCastle Financial Corp. (BANX). 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 FFANX Sharpe Ratio is 0.84, which is lower than the BANX Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of FFANX and BANX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFANX's dividend yield for the trailing twelve months is around 2.70%, less than BANX's 10.38% yield.

The maximum FFANX drawdown since its inception was -31.68%, smaller than the maximum BANX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for FFANX and BANX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Asset Manager 40% Fund (FFANX) is 2.14%, while StoneCastle Financial Corp. (BANX) has a volatility of 6.86%. This indicates that FFANX experiences smaller price fluctuations and is considered to be less risky than BANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.