FLVCX vs. SPMD

In the year-to-date period, FLVCX achieves a -4.92% return, which is significantly higher than SPMD's -5.17% return. Over the past 10 years, FLVCX has underperformed SPMD with an annualized return of -1.60%, while SPMD has yielded a comparatively higher 8.30% annualized return.

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FLVCX has a 0.74% expense ratio, which is higher than SPMD's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) and SPDR Portfolio S&P 400 Mid Cap ETF (SPMD). 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 FLVCX Sharpe Ratio is -0.27, which is lower than the SPMD Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of FLVCX and SPMD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FLVCX's dividend yield for the trailing twelve months is around 0.87%, less than SPMD's 1.53% yield.

The maximum FLVCX drawdown since its inception was -69.99%, which is greater than SPMD's maximum drawdown of -57.62%. Use the drawdown chart below to compare losses from any high point for FLVCX and SPMD. For additional features, visit the drawdowns tool.