FI vs. ^GSPC
Compare and contrast key facts about Fiserv Inc. (FI) and S&P 500 (^GSPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FI or ^GSPC.
Correlation
The correlation between FI and ^GSPC is 0.64, 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.
Performance
FI vs. ^GSPC - Performance Comparison
Key characteristics
FI:
0.60
^GSPC:
0.47
FI:
0.88
^GSPC:
0.79
FI:
1.17
^GSPC:
1.12
FI:
0.72
^GSPC:
0.49
FI:
3.01
^GSPC:
1.94
FI:
6.11%
^GSPC:
4.73%
FI:
30.79%
^GSPC:
19.42%
FI:
-37.85%
^GSPC:
-56.78%
FI:
-22.38%
^GSPC:
-9.36%
Returns By Period
In the year-to-date period, FI achieves a -10.15% return, which is significantly lower than ^GSPC's -5.31% return. Over the past 10 years, FI has outperformed ^GSPC with an annualized return of 18.40%, while ^GSPC has yielded a comparatively lower 10.23% annualized return.
FI
-10.15%
-16.42%
-7.63%
20.89%
13.04%
18.40%
^GSPC
-5.31%
-0.76%
-4.21%
10.59%
14.55%
10.23%
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Risk-Adjusted Performance
FI vs. ^GSPC — Risk-Adjusted Performance Rank
FI
^GSPC
FI vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiserv Inc. (FI) and S&P 500 (^GSPC). 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.
Drawdowns
FI vs. ^GSPC - Drawdown Comparison
The maximum FI drawdown since its inception was -37.85%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for FI and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
FI vs. ^GSPC - Volatility Comparison
Fiserv Inc. (FI) has a higher volatility of 25.20% compared to S&P 500 (^GSPC) at 14.10%. This indicates that FI's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.