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FFRHX vs. JPST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FFRHX and JPST is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

FFRHX vs. JPST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Floating Rate High Income Fund (FFRHX) and JPMorgan Ultra-Short Income ETF (JPST). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


FFRHX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

JPST

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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FFRHX vs. JPST - Expense Ratio Comparison

FFRHX has a 0.67% expense ratio, which is higher than JPST's 0.18% expense ratio.


Risk-Adjusted Performance

FFRHX vs. JPST — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FFRHX
The Risk-Adjusted Performance Rank of FFRHX is 9292
Overall Rank
The Sharpe Ratio Rank of FFRHX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of FFRHX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of FFRHX is 9595
Omega Ratio Rank
The Calmar Ratio Rank of FFRHX is 9191
Calmar Ratio Rank
The Martin Ratio Rank of FFRHX is 9191
Martin Ratio Rank

JPST
The Risk-Adjusted Performance Rank of JPST is 9999
Overall Rank
The Sharpe Ratio Rank of JPST is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of JPST is 9999
Sortino Ratio Rank
The Omega Ratio Rank of JPST is 9999
Omega Ratio Rank
The Calmar Ratio Rank of JPST is 9999
Calmar Ratio Rank
The Martin Ratio Rank of JPST is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FFRHX vs. JPST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Floating Rate High Income Fund (FFRHX) and JPMorgan Ultra-Short Income ETF (JPST). 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.



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Dividends

FFRHX vs. JPST - Dividend Comparison

Neither FFRHX nor JPST has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

FFRHX vs. JPST - Drawdown Comparison


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Volatility

FFRHX vs. JPST - Volatility Comparison


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