FIFGX vs. LSVQX
FIFGX (Fidelity SAI Inflation-Focused) and LSVQX (LSV Small Cap Value Fund) are both mutual funds - FIFGX is a Commodities fund managed by Fidelity, while LSVQX is a Small Cap Value Equities fund managed by LSV. Over the past 5 years, FIFGX returned 74.93%/yr vs 10.19%/yr for LSVQX. Their 0.22 correlation means their historical movements had little consistent relationship. FIFGX charges 0.39%/yr vs 0.83%/yr for LSVQX.
Performance
FIFGX vs. LSVQX - Performance Comparison
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Returns By Period
In the year-to-date period, FIFGX achieves a 42.94% return, which is significantly higher than LSVQX's 21.19% return.
FIFGX
- 1D
- -0.95%
- 1M
- 11.03%
- 6M
- 28.71%
- YTD
- 42.94%
- 1Y
- 46.94%
- 3Y*
- 145.76%
- 5Y*
- 74.93%
- 10Y*
- —
- ALL TIME*
- 50.76%
LSVQX
- 1D
- -0.58%
- 1M
- 2.52%
- 6M
- 16.34%
- YTD
- 21.19%
- 1Y
- 33.57%
- 3Y*
- 12.69%
- 5Y*
- 10.19%
- 10Y*
- 9.14%
- ALL TIME*
- 9.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FIFGX vs. LSVQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIFGX Fidelity SAI Inflation-Focused | 42.94% | 7.44% | 6.34% | 781.04% | 9.30% | 32.92% | 1.48% | 9.32% | -2.00% |
LSVQX LSV Small Cap Value Fund | 21.19% | 7.31% | 4.23% | 19.02% | -6.24% | 34.54% | -5.98% | 20.59% | 0.02% |
Correlation
The correlation between FIFGX and LSVQX is -0.21, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.21 |
Correlation (3Y) Balances recent behavior with more history. | 0.03 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.16 |
Correlation (All Time) Calculated using the full available price history since Dec 20, 2018 | 0.22 |
The correlation between FIFGX and LSVQX shifts across timeframes, from -0.21 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FIFGX vs. LSVQX — Risk / Return Rank
FIFGX
LSVQX
FIFGX vs. LSVQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Inflation-Focused (FIFGX) and LSV Small Cap Value Fund (LSVQX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIFGX | LSVQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.36 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 3.62 | -0.97 |
| Martin ratioReturn relative to average drawdown | 8.97 | 11.13 | -2.16 |
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Drawdowns
FIFGX vs. LSVQX - Drawdown Comparison
The maximum FIFGX drawdown since its inception was -29.47%, smaller than the maximum LSVQX drawdown of -54.77%. Use the drawdown chart below to compare losses from any high point for FIFGX and LSVQX.
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Drawdown Indicators
| FIFGX | LSVQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.47% | -54.77% | +25.30% |
Max Drawdown (1Y)Largest decline over 1 year | -16.42% | -8.48% | -7.94% |
Max Drawdown (3Y)Largest decline over 3 years | -16.42% | -25.76% | +9.34% |
Max Drawdown (5Y)Largest decline over 5 years | -29.47% | -25.76% | -3.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -54.77% | — |
Current DrawdownCurrent decline from peak | -6.37% | -1.37% | -5.00% |
Average DrawdownAverage peak-to-trough decline | -7.72% | -7.37% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 2.76% | +2.19% |
Volatility
FIFGX vs. LSVQX - Volatility Comparison
Fidelity SAI Inflation-Focused (FIFGX) has a higher volatility of 7.12% compared to LSV Small Cap Value Fund (LSVQX) at 3.49%. This indicates that FIFGX's price experiences larger fluctuations and is considered to be riskier than LSVQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIFGX | LSVQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.12% | 3.49% | +3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 19.45% | 10.12% | +9.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.17% | 15.17% | +7.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 406.32% | 20.12% | +386.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 329.38% | 24.23% | +305.15% |
FIFGX vs. LSVQX - Expense Ratio Comparison
FIFGX has a 0.39% expense ratio, which is lower than LSVQX's 0.83% expense ratio.
Dividends
FIFGX vs. LSVQX - Dividend Comparison
FIFGX's dividend yield for the trailing twelve months is around 3.81%, less than LSVQX's 6.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFGX Fidelity SAI Inflation-Focused | 3.81% | 5.44% | 4.73% | 1.54% | 12.64% | 35.77% | 3.10% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% |
LSVQX LSV Small Cap Value Fund | 6.70% | 8.13% | 1.78% | 4.73% | 2.02% | 1.45% | 1.83% | 2.04% | 7.00% | 4.78% | 2.35% | 3.59% |
Frequently Asked Questions
FIFGX and LSVQX have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIFGX has higher volatility (7.12%) compared to LSVQX (3.49%). In terms of maximum drawdown, FIFGX dropped -29.47% vs LSVQX's -54.77%.
LSVQX currently has the higher Sharpe Ratio (2.04 vs 1.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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