FIFNX vs. SPY

In the year-to-date period, FIFNX achieves a -0.34% return, which is significantly lower than SPY's -0.23% return.

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FIFNX has a 0.90% expense ratio, which is higher than SPY's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Founders Fund (FIFNX) and SPDR S&P 500 ETF (SPY). 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 FIFNX Sharpe Ratio is 0.57, which is comparable to the SPY Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of FIFNX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIFNX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.23%.

The maximum FIFNX drawdown since its inception was -34.82%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FIFNX and SPY. For additional features, visit the drawdowns tool.

Fidelity Founders Fund (FIFNX) has a higher volatility of 6.84% compared to SPDR S&P 500 ETF (SPY) at 6.39%. This indicates that FIFNX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.