FLVCX vs. XMMO

In the year-to-date period, FLVCX achieves a -4.92% return, which is significantly lower than XMMO's -2.51% return. Over the past 10 years, FLVCX has underperformed XMMO with an annualized return of -1.60%, while XMMO has yielded a comparatively higher 14.78% annualized return.

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FLVCX has a 0.74% expense ratio, which is higher than XMMO's 0.33% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) and Invesco S&P MidCap Momentum ETF (XMMO). 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 XMMO Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of FLVCX and XMMO, 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%, more than XMMO's 0.51% yield.

The maximum FLVCX drawdown since its inception was -69.99%, which is greater than XMMO's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for FLVCX and XMMO. For additional features, visit the drawdowns tool.