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FLPSX vs. FZROX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FLPSX and FZROX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.8

Performance

FLPSX vs. FZROX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Low-Priced Stock Fund (FLPSX) and Fidelity ZERO Total Market Index Fund (FZROX). The values are adjusted to include any dividend payments, if applicable.

60.00%80.00%100.00%120.00%140.00%NovemberDecember2025FebruaryMarchApril
68.35%
105.79%
FLPSX
FZROX

Key characteristics

Sharpe Ratio

FLPSX:

-0.02

FZROX:

0.52

Sortino Ratio

FLPSX:

0.10

FZROX:

0.85

Omega Ratio

FLPSX:

1.01

FZROX:

1.12

Calmar Ratio

FLPSX:

-0.01

FZROX:

0.53

Martin Ratio

FLPSX:

-0.06

FZROX:

2.17

Ulcer Index

FLPSX:

4.62%

FZROX:

4.72%

Daily Std Dev

FLPSX:

17.24%

FZROX:

19.78%

Max Drawdown

FLPSX:

-53.75%

FZROX:

-34.96%

Current Drawdown

FLPSX:

-8.67%

FZROX:

-10.93%

Returns By Period

In the year-to-date period, FLPSX achieves a -2.99% return, which is significantly higher than FZROX's -6.82% return.


FLPSX

YTD

-2.99%

1M

-3.91%

6M

-5.31%

1Y

-1.44%

5Y*

14.46%

10Y*

7.94%

FZROX

YTD

-6.82%

1M

-5.10%

6M

-5.17%

1Y

8.87%

5Y*

15.59%

10Y*

N/A

*Annualized

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FLPSX vs. FZROX - Expense Ratio Comparison

FLPSX has a 0.82% expense ratio, which is higher than FZROX's 0.00% expense ratio.


Expense ratio chart for FLPSX: current value is 0.82%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FLPSX: 0.82%
Expense ratio chart for FZROX: current value is 0.00%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FZROX: 0.00%

Risk-Adjusted Performance

FLPSX vs. FZROX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FLPSX
The Risk-Adjusted Performance Rank of FLPSX is 2424
Overall Rank
The Sharpe Ratio Rank of FLPSX is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of FLPSX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of FLPSX is 2424
Omega Ratio Rank
The Calmar Ratio Rank of FLPSX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of FLPSX is 2424
Martin Ratio Rank

FZROX
The Risk-Adjusted Performance Rank of FZROX is 6262
Overall Rank
The Sharpe Ratio Rank of FZROX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of FZROX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of FZROX is 6262
Omega Ratio Rank
The Calmar Ratio Rank of FZROX is 6969
Calmar Ratio Rank
The Martin Ratio Rank of FZROX is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FLPSX vs. FZROX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund (FLPSX) and Fidelity ZERO Total Market Index Fund (FZROX). 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 chart of Sharpe ratio for FLPSX, currently valued at -0.02, compared to the broader market-1.000.001.002.003.00
FLPSX: -0.02
FZROX: 0.52
The chart of Sortino ratio for FLPSX, currently valued at 0.10, compared to the broader market-2.000.002.004.006.008.00
FLPSX: 0.10
FZROX: 0.85
The chart of Omega ratio for FLPSX, currently valued at 1.01, compared to the broader market0.501.001.502.002.503.00
FLPSX: 1.01
FZROX: 1.12
The chart of Calmar ratio for FLPSX, currently valued at -0.01, compared to the broader market0.002.004.006.008.0010.00
FLPSX: -0.01
FZROX: 0.53
The chart of Martin ratio for FLPSX, currently valued at -0.06, compared to the broader market0.0010.0020.0030.0040.0050.00
FLPSX: -0.06
FZROX: 2.17

The current FLPSX Sharpe Ratio is -0.02, which is lower than the FZROX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FLPSX and FZROX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.02
0.52
FLPSX
FZROX

Dividends

FLPSX vs. FZROX - Dividend Comparison

FLPSX's dividend yield for the trailing twelve months is around 16.74%, more than FZROX's 1.24% yield.


TTM20242023202220212020201920182017201620152014
FLPSX
Fidelity Low-Priced Stock Fund
16.74%16.24%18.29%9.45%12.11%11.14%8.14%13.45%8.91%4.85%4.67%5.88%
FZROX
Fidelity ZERO Total Market Index Fund
1.24%1.16%1.36%1.57%1.08%1.27%1.45%0.63%0.00%0.00%0.00%0.00%

Drawdowns

FLPSX vs. FZROX - Drawdown Comparison

The maximum FLPSX drawdown since its inception was -53.75%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FLPSX and FZROX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-8.67%
-10.93%
FLPSX
FZROX

Volatility

FLPSX vs. FZROX - Volatility Comparison

The current volatility for Fidelity Low-Priced Stock Fund (FLPSX) is 11.70%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 14.39%. This indicates that FLPSX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
11.70%
14.39%
FLPSX
FZROX