FIPDX vs. FXAIX
Compare and contrast key facts about Fidelity Inflation-Protected Bond Index Fund (FIPDX) and Fidelity 500 Index Fund (FXAIX).
FIPDX is managed by Fidelity. It was launched on May 16, 2012. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIPDX or FXAIX.
Key characteristics
FIPDX | FXAIX | |
---|---|---|
YTD Return | -0.02% | 11.79% |
1Y Return | 1.14% | 28.28% |
3Y Return (Ann) | -1.46% | 10.43% |
5Y Return (Ann) | 2.27% | 15.05% |
10Y Return (Ann) | 1.87% | 13.12% |
Sharpe Ratio | 0.24 | 2.56 |
Daily Std Dev | 5.76% | 11.55% |
Max Drawdown | -14.29% | -33.79% |
Current Drawdown | -9.27% | -0.07% |
Correlation
The correlation between FIPDX and FXAIX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FIPDX vs. FXAIX - Performance Comparison
In the year-to-date period, FIPDX achieves a -0.02% return, which is significantly lower than FXAIX's 11.79% return. Over the past 10 years, FIPDX has underperformed FXAIX with an annualized return of 1.87%, while FXAIX has yielded a comparatively higher 13.12% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIPDX vs. FXAIX - Expense Ratio Comparison
FIPDX has a 0.05% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIPDX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Inflation-Protected Bond Index Fund (FIPDX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
FIPDX vs. FXAIX - Dividend Comparison
FIPDX's dividend yield for the trailing twelve months is around 3.74%, more than FXAIX's 1.31% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Inflation-Protected Bond Index Fund | 3.74% | 3.59% | 8.87% | 4.76% | 1.24% | 1.96% | 2.31% | 1.25% | 1.59% | 0.38% | 1.10% | 0.66% |
Fidelity 500 Index Fund | 1.31% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
FIPDX vs. FXAIX - Drawdown Comparison
The maximum FIPDX drawdown since its inception was -14.29%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIPDX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FIPDX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Inflation-Protected Bond Index Fund (FIPDX) is 1.09%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.37%. This indicates that FIPDX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.