FFXSX vs. FBGRX

In the year-to-date period, FFXSX achieves a 1.95% return, which is significantly higher than FBGRX's -10.08% return. Over the past 10 years, FFXSX has underperformed FBGRX with an annualized return of 1.00%, while FBGRX has yielded a comparatively higher 11.63% annualized return.

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FFXSX has a 0.45% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Government Fund (FFXSX) and Fidelity Blue Chip Growth Fund (FBGRX). 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 FFXSX Sharpe Ratio is 1.93, which is higher than the FBGRX Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of FFXSX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFXSX's dividend yield for the trailing twelve months is around 2.64%, less than FBGRX's 6.61% yield.

The maximum FFXSX drawdown since its inception was -9.71%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FFXSX and FBGRX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Limited Term Government Fund (FFXSX) is 0.83%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 8.93%. This indicates that FFXSX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.