Correlation
The correlation between FFXSX and FIWGX is -0.05. 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.
FFXSX vs. FIWGX
Compare and contrast key facts about Fidelity Limited Term Government Fund (FFXSX) and Strategic Advisers Fidelity Core Income Fund (FIWGX).
FFXSX is managed by Fidelity. It was launched on Nov 10, 1986. FIWGX is managed by Fidelity. It was launched on Oct 16, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFXSX or FIWGX.
Performance
FFXSX vs. FIWGX - Performance Comparison
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Key characteristics
FFXSX:
2.19
FIWGX:
1.14
FFXSX:
3.30
FIWGX:
1.52
FFXSX:
1.41
FIWGX:
1.18
FFXSX:
1.35
FIWGX:
0.62
FFXSX:
6.93
FIWGX:
2.83
FFXSX:
0.77%
FIWGX:
2.01%
FFXSX:
2.64%
FIWGX:
5.52%
FFXSX:
-9.41%
FIWGX:
-17.83%
FFXSX:
-0.62%
FIWGX:
-4.20%
Returns By Period
The year-to-date returns for both stocks are quite close, with FFXSX having a 2.32% return and FIWGX slightly lower at 2.24%.
FFXSX
2.32%
-0.10%
2.22%
5.34%
2.23%
0.26%
1.12%
FIWGX
2.24%
-0.11%
0.85%
5.69%
1.95%
0.23%
N/A
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FFXSX vs. FIWGX - Expense Ratio Comparison
FFXSX has a 0.45% expense ratio, which is lower than FIWGX's 0.46% expense ratio.
Risk-Adjusted Performance
FFXSX vs. FIWGX — Risk-Adjusted Performance Rank
FFXSX
FIWGX
FFXSX vs. FIWGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Government Fund (FFXSX) and Strategic Advisers Fidelity Core Income Fund (FIWGX). 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
FFXSX vs. FIWGX - Dividend Comparison
FFXSX's dividend yield for the trailing twelve months is around 2.69%, less than FIWGX's 4.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFXSX Fidelity Limited Term Government Fund | 2.69% | 2.69% | 2.21% | 0.99% | 0.49% | 1.28% | 1.86% | 1.34% | 1.18% | 1.20% | 0.85% | 0.99% |
FIWGX Strategic Advisers Fidelity Core Income Fund | 4.00% | 4.36% | 3.78% | 2.98% | 2.08% | 6.66% | 4.29% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FFXSX vs. FIWGX - Drawdown Comparison
The maximum FFXSX drawdown since its inception was -9.41%, smaller than the maximum FIWGX drawdown of -17.83%. Use the drawdown chart below to compare losses from any high point for FFXSX and FIWGX.
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Volatility
FFXSX vs. FIWGX - Volatility Comparison
The current volatility for Fidelity Limited Term Government Fund (FFXSX) is 0.75%, while Strategic Advisers Fidelity Core Income Fund (FIWGX) has a volatility of 1.39%. This indicates that FFXSX experiences smaller price fluctuations and is considered to be less risky than FIWGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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