FNARX vs. CSPX.L
Compare and contrast key facts about Fidelity Natural Resources Fund (FNARX) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L).
FNARX is managed by Fidelity. It was launched on Mar 3, 1997. CSPX.L is a passively managed fund by Blackrock Financial Management that tracks the performance of the S&P 500 Index. It was launched on May 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNARX or CSPX.L.
Key characteristics
| FNARX | CSPX.L | |
|---|---|---|
| YTD Return | 13.73% | 22.79% |
| 1Y Return | 8.08% | 34.66% |
| 3Y Return (Ann) | 17.97% | 10.67% |
| 5Y Return (Ann) | 16.03% | 15.78% |
| 10Y Return (Ann) | 4.88% | 13.57% |
| Sharpe Ratio | 0.51 | 3.06 |
| Sortino Ratio | 0.79 | 4.25 |
| Omega Ratio | 1.10 | 1.58 |
| Calmar Ratio | 0.69 | 3.09 |
| Martin Ratio | 1.73 | 19.40 |
| Ulcer Index | 5.29% | 1.84% |
| Daily Std Dev | 18.06% | 11.66% |
| Max Drawdown | -70.83% | -33.90% |
| Current Drawdown | -5.14% | -0.42% |
Correlation
The correlation between FNARX and CSPX.L is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FNARX vs. CSPX.L - Performance Comparison
In the year-to-date period, FNARX achieves a 13.73% return, which is significantly lower than CSPX.L's 22.79% return. Over the past 10 years, FNARX has underperformed CSPX.L with an annualized return of 4.88%, while CSPX.L has yielded a comparatively higher 13.57% 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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FNARX vs. CSPX.L - Expense Ratio Comparison
FNARX has a 0.82% expense ratio, which is higher than CSPX.L's 0.07% expense ratio.
Risk-Adjusted Performance
FNARX vs. CSPX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Natural Resources Fund (FNARX) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L). 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
FNARX vs. CSPX.L - Dividend Comparison
FNARX's dividend yield for the trailing twelve months is around 1.27%, while CSPX.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNARX Fidelity Natural Resources Fund | 1.27% | 1.60% | 2.42% | 1.46% | 1.79% | 1.42% | 1.22% | 1.38% | 0.62% | 0.78% | 6.67% | 2.89% |
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FNARX vs. CSPX.L - Drawdown Comparison
The maximum FNARX drawdown since its inception was -70.83%, which is greater than CSPX.L's maximum drawdown of -33.90%. Use the drawdown chart below to compare losses from any high point for FNARX and CSPX.L. For additional features, visit the drawdowns tool.
Volatility
FNARX vs. CSPX.L - Volatility Comparison
Fidelity Natural Resources Fund (FNARX) has a higher volatility of 5.45% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) at 2.24%. This indicates that FNARX's price experiences larger fluctuations and is considered to be riskier than CSPX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.