FLVCX vs. TANDX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund (FLVCX) and Castle Tandem Fund (TANDX).
FLVCX is managed by Fidelity. It was launched on Dec 19, 2000. TANDX is managed by Castle Investment Management. It was launched on Mar 15, 2019.
Performance
FLVCX vs. TANDX - Performance Comparison
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FLVCX vs. TANDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | -7.01% | 20.34% | 26.95% | 26.10% | -22.99% | 26.08% | 26.74% | 14.99% |
TANDX Castle Tandem Fund | -9.28% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
Returns By Period
In the year-to-date period, FLVCX achieves a -7.01% return, which is significantly higher than TANDX's -9.28% return.
FLVCX
- 1D
- -2.55%
- 1M
- -11.46%
- YTD
- -7.01%
- 6M
- -6.89%
- 1Y
- 25.63%
- 3Y*
- 18.63%
- 5Y*
- 9.69%
- 10Y*
- 12.73%
TANDX
- 1D
- 0.79%
- 1M
- -6.24%
- YTD
- -9.28%
- 6M
- -10.00%
- 1Y
- -10.50%
- 3Y*
- 2.42%
- 5Y*
- 3.29%
- 10Y*
- —
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FLVCX vs. TANDX - Expense Ratio Comparison
FLVCX has a 0.74% expense ratio, which is lower than TANDX's 1.59% expense ratio.
Return for Risk
FLVCX vs. TANDX — Risk / Return Rank
FLVCX
TANDX
FLVCX vs. TANDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) and Castle Tandem Fund (TANDX). 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.
| FLVCX | TANDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | -0.81 | +1.75 |
Sortino ratioReturn per unit of downside risk | 1.44 | -1.07 | +2.51 |
Omega ratioGain probability vs. loss probability | 1.21 | 0.86 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | -0.79 | +2.32 |
Martin ratioReturn relative to average drawdown | 5.56 | -2.33 | +7.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLVCX | TANDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | -0.81 | +1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.00 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.01 | +0.49 |
Correlation
The correlation between FLVCX and TANDX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FLVCX vs. TANDX - Dividend Comparison
FLVCX's dividend yield for the trailing twelve months is around 5.08%, less than TANDX's 6.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 5.08% | 4.72% | 14.53% | 12.19% | 18.49% | 8.40% | 0.11% | 0.10% | 19.91% | 18.96% | 27.48% | 6.18% |
TANDX Castle Tandem Fund | 6.80% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FLVCX vs. TANDX - Drawdown Comparison
The maximum FLVCX drawdown since its inception was -70.02%, smaller than the maximum TANDX drawdown of -95.17%. Use the drawdown chart below to compare losses from any high point for FLVCX and TANDX.
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Drawdown Indicators
| FLVCX | TANDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -95.17% | +25.15% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -13.14% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -28.54% | -95.17% | +66.63% |
Max Drawdown (10Y)Largest decline over 10 years | -44.14% | — | — |
Current DrawdownCurrent decline from peak | -13.06% | -95.13% | +82.07% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -18.89% | +7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 4.43% | -0.48% |
Volatility
FLVCX vs. TANDX - Volatility Comparison
Fidelity Leveraged Company Stock Fund (FLVCX) has a higher volatility of 8.24% compared to Castle Tandem Fund (TANDX) at 3.00%. This indicates that FLVCX's price experiences larger fluctuations and is considered to be riskier than TANDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLVCX | TANDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 3.00% | +5.24% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 7.28% | +8.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.02% | 12.04% | +14.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 1,010.25% | -987.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.22% | 852.68% | -829.46% |