FNARX vs. IJH
Compare and contrast key facts about Fidelity Natural Resources Fund (FNARX) and iShares Core S&P Mid-Cap ETF (IJH).
FNARX is managed by Fidelity. It was launched on Mar 3, 1997. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNARX or IJH.
Key characteristics
| FNARX | IJH | |
|---|---|---|
| YTD Return | 13.73% | 16.19% |
| 1Y Return | 8.08% | 29.11% |
| 3Y Return (Ann) | 17.97% | 6.82% |
| 5Y Return (Ann) | 16.03% | 12.27% |
| 10Y Return (Ann) | 4.88% | 10.94% |
| Sharpe Ratio | 0.51 | 1.86 |
| Sortino Ratio | 0.79 | 2.61 |
| Omega Ratio | 1.10 | 1.32 |
| Calmar Ratio | 0.69 | 1.75 |
| Martin Ratio | 1.73 | 10.33 |
| Ulcer Index | 5.29% | 2.97% |
| Daily Std Dev | 18.06% | 16.45% |
| Max Drawdown | -70.83% | -55.07% |
| Current Drawdown | -5.14% | 0.00% |
Correlation
The correlation between FNARX and IJH is 0.66, 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.
Performance
FNARX vs. IJH - Performance Comparison
In the year-to-date period, FNARX achieves a 13.73% return, which is significantly lower than IJH's 16.19% return. Over the past 10 years, FNARX has underperformed IJH with an annualized return of 4.88%, while IJH has yielded a comparatively higher 10.94% 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. IJH - Expense Ratio Comparison
FNARX has a 0.82% expense ratio, which is higher than IJH's 0.06% expense ratio.
Risk-Adjusted Performance
FNARX vs. IJH - 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 Mid-Cap ETF (IJH). 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. IJH - Dividend Comparison
FNARX's dividend yield for the trailing twelve months is around 1.27%, which matches IJH's 1.26% yield.
| 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% |
IJH iShares Core S&P Mid-Cap ETF | 1.26% | 1.46% | 1.68% | 1.18% | 1.28% | 1.62% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% | 1.29% |
Drawdowns
FNARX vs. IJH - Drawdown Comparison
The maximum FNARX drawdown since its inception was -70.83%, which is greater than IJH's maximum drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for FNARX and IJH. For additional features, visit the drawdowns tool.
Volatility
FNARX vs. IJH - Volatility Comparison
Fidelity Natural Resources Fund (FNARX) has a higher volatility of 5.45% compared to iShares Core S&P Mid-Cap ETF (IJH) at 3.49%. This indicates that FNARX's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.