FFIDX vs. KHC
FFIDX (Fidelity Fund) is Large Cap Growth Equities fund managed by Fidelity, while KHC (The Kraft Heinz Company) is a stock. Over the past 10 years, FFIDX returned 15.27%/yr vs -7.58%/yr for KHC. At a 0.25 correlation, their price movements are largely independent.
Performance
FFIDX vs. KHC - Performance Comparison
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Returns By Period
In the year-to-date period, FFIDX achieves a 1.42% return, which is significantly lower than KHC's 4.12% return. Over the past 10 years, FFIDX has outperformed KHC with an annualized return of 15.27%, while KHC has yielded a comparatively lower -7.58% annualized return.
FFIDX
- 1D
- 1.17%
- 1M
- -1.74%
- YTD
- 1.42%
- 6M
- 2.47%
- 1Y
- 17.90%
- 3Y*
- 20.25%
- 5Y*
- 12.27%
- 10Y*
- 15.27%
KHC
- 1D
- 0.70%
- 1M
- 7.13%
- YTD
- 4.12%
- 6M
- 3.27%
- 1Y
- -1.64%
- 3Y*
- -7.94%
- 5Y*
- -6.37%
- 10Y*
- -7.58%
FFIDX vs. KHC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | 1.42% | 20.04% | 27.13% | 30.93% | -25.88% | 33.22% | 26.43% | 33.46% | -5.31% | 23.28% |
KHC The Kraft Heinz Company | 4.12% | -16.31% | -12.96% | -5.04% | 18.18% | 7.98% | 13.78% | -21.20% | -42.25% | -8.37% |
Correlation
The correlation between FFIDX and KHC is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2015 | 0.25 |
The correlation between FFIDX and KHC shifts across timeframes, from -0.04 (3 years) to 0.25 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FFIDX vs. KHC — Risk / Return Rank
FFIDX
KHC
FFIDX vs. KHC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Fund (FFIDX) and The Kraft Heinz Company (KHC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FFIDX | KHC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.50 | ||
| Sortino ratioReturn per unit of downside risk | +1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.01 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | -0.07 | +1.76 |
| Martin ratioReturn relative to average drawdown | 7.01 | -0.13 | +7.13 |
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Drawdowns
FFIDX vs. KHC - Drawdown Comparison
The maximum FFIDX drawdown since its inception was -55.35%, smaller than the maximum KHC drawdown of -76.07%. Use the drawdown chart below to compare losses from any high point for FFIDX and KHC.
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Drawdown Indicators
| FFIDX | KHC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.35% | -76.07% | +20.72% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -23.19% | +12.32% |
Max Drawdown (3Y)Largest decline over 3 years | -22.42% | -38.72% | +16.30% |
Max Drawdown (5Y)Largest decline over 5 years | -30.33% | -41.69% | +11.36% |
Max Drawdown (10Y)Largest decline over 10 years | -30.66% | -76.07% | +45.41% |
Current DrawdownCurrent decline from peak | -2.92% | -60.61% | +57.69% |
Average DrawdownAverage peak-to-trough decline | -11.85% | -42.44% | +30.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 12.88% | -10.27% |
Volatility
FFIDX vs. KHC - Volatility Comparison
The current volatility for Fidelity Fund (FFIDX) is 3.70%, while The Kraft Heinz Company (KHC) has a volatility of 7.37%. This indicates that FFIDX experiences smaller price fluctuations and is considered to be less risky than KHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFIDX | KHC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.70% | 7.37% | -3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 18.74% | -9.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.77% | 25.54% | -12.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.18% | 22.43% | -3.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 27.09% | -7.66% |
Dividends
FFIDX vs. KHC - Dividend Comparison
FFIDX's dividend yield for the trailing twelve months is around 1.16%, less than KHC's 6.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | 1.16% | 1.18% | 0.00% | 2.41% | 0.67% | 4.60% | 2.71% | 5.41% | 7.40% | 11.12% | 7.01% | 5.48% |
KHC The Kraft Heinz Company | 6.56% | 6.60% | 5.21% | 4.33% | 3.93% | 4.46% | 4.62% | 4.98% | 5.81% | 3.15% | 2.69% | 25.01% |
Frequently Asked Questions
FFIDX and KHC have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KHC has higher volatility (7.37%) compared to FFIDX (3.70%). In terms of maximum drawdown, FFIDX dropped -55.35% vs KHC's -76.07%.
FFIDX currently has the higher Sharpe Ratio (1.43 vs -0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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