FHOFX vs. TSM

In the year-to-date period, FHOFX achieves a -0.28% return, which is significantly higher than TSM's -1.73% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Growth Index Fund (FHOFX) and Taiwan Semiconductor Manufacturing Company Limited (TSM). 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 FHOFX Sharpe Ratio is 0.71, which is comparable to the TSM Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of FHOFX and TSM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FHOFX's dividend yield for the trailing twelve months is around 0.55%, less than TSM's 1.28% yield.

The maximum FHOFX drawdown since its inception was -34.13%, smaller than the maximum TSM drawdown of -88.07%. Use the drawdown chart below to compare losses from any high point for FHOFX and TSM.

The current volatility for Fidelity Series Large Cap Growth Index Fund (FHOFX) is 5.85%, while Taiwan Semiconductor Manufacturing Company Limited (TSM) has a volatility of 10.13%. This indicates that FHOFX experiences smaller price fluctuations and is considered to be less risky than TSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.