FHLSX vs. CONWX
Compare and contrast key facts about Fidelity Health Savings Fund (FHLSX) and Concorde Wealth Management Fund (CONWX).
FHLSX is managed by Fidelity. It was launched on Mar 2, 2020. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
FHLSX vs. CONWX - Performance Comparison
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FHLSX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FHLSX Fidelity Health Savings Fund | -0.82% | 12.15% | 6.93% | 9.70% | -14.89% | 5.37% | 20.55% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 31.00% |
Returns By Period
In the year-to-date period, FHLSX achieves a -0.82% return, which is significantly lower than CONWX's 8.18% return.
FHLSX
- 1D
- 0.00%
- 1M
- -4.35%
- YTD
- -0.82%
- 6M
- 1.11%
- 1Y
- 10.08%
- 3Y*
- 7.80%
- 5Y*
- 3.41%
- 10Y*
- —
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
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FHLSX vs. CONWX - Expense Ratio Comparison
FHLSX has a 0.47% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
FHLSX vs. CONWX — Risk / Return Rank
FHLSX
CONWX
FHLSX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Health Savings Fund (FHLSX) and Concorde Wealth Management Fund (CONWX). 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.
| FHLSX | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.70 | -0.19 |
Sortino ratioReturn per unit of downside risk | 2.11 | 2.36 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.99 | -0.05 |
Martin ratioReturn relative to average drawdown | 8.53 | 11.30 | -2.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FHLSX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.70 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.74 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.78 | +0.06 |
Correlation
The correlation between FHLSX and CONWX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FHLSX vs. CONWX - Dividend Comparison
FHLSX's dividend yield for the trailing twelve months is around 3.00%, less than CONWX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHLSX Fidelity Health Savings Fund | 3.00% | 2.95% | 2.89% | 2.78% | 3.72% | 2.71% | 1.73% | 0.00% | 0.00% | 0.00% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% |
Drawdowns
FHLSX vs. CONWX - Drawdown Comparison
The maximum FHLSX drawdown since its inception was -19.18%, smaller than the maximum CONWX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for FHLSX and CONWX.
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Drawdown Indicators
| FHLSX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.18% | -26.09% | +6.91% |
Max Drawdown (1Y)Largest decline over 1 year | -4.97% | -8.60% | +3.63% |
Max Drawdown (5Y)Largest decline over 5 years | -19.18% | -12.49% | -6.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.09% | — |
Current DrawdownCurrent decline from peak | -4.43% | -2.03% | -2.40% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -2.78% | -2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 1.52% | -0.39% |
Volatility
FHLSX vs. CONWX - Volatility Comparison
Fidelity Health Savings Fund (FHLSX) has a higher volatility of 2.64% compared to Concorde Wealth Management Fund (CONWX) at 2.12%. This indicates that FHLSX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHLSX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.64% | 2.12% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 4.23% | 5.43% | -1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.70% | 10.70% | -4.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.64% | 10.26% | -3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.97% | 11.15% | -4.18% |