FNARX vs. IJR
Compare and contrast key facts about Fidelity Natural Resources Fund (FNARX) and iShares Core S&P Small-Cap ETF (IJR).
FNARX is managed by Fidelity. It was launched on Mar 3, 1997. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 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 IJR.
Performance
FNARX vs. IJR - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FNARX having a 15.53% return and IJR slightly lower at 14.87%. Over the past 10 years, FNARX has underperformed IJR with an annualized return of 3.89%, while IJR has yielded a comparatively higher 9.72% annualized return.
FNARX
15.53%
0.86%
0.62%
16.97%
15.46%
3.89%
IJR
14.87%
6.58%
14.99%
29.99%
10.65%
9.72%
Key characteristics
| FNARX | IJR | |
|---|---|---|
| Sharpe Ratio | 0.93 | 1.54 |
| Sortino Ratio | 1.32 | 2.28 |
| Omega Ratio | 1.16 | 1.27 |
| Calmar Ratio | 1.22 | 1.71 |
| Martin Ratio | 3.52 | 8.58 |
| Ulcer Index | 4.61% | 3.58% |
| Daily Std Dev | 17.49% | 19.94% |
| Max Drawdown | -72.60% | -58.15% |
| Current Drawdown | -3.65% | -2.60% |
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FNARX vs. IJR - Expense Ratio Comparison
FNARX has a 0.82% expense ratio, which is higher than IJR's 0.07% expense ratio.
Correlation
The correlation between FNARX and IJR is 0.62, 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.
Risk-Adjusted Performance
FNARX vs. IJR - 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 Small-Cap ETF (IJR). 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. IJR - Dividend Comparison
FNARX's dividend yield for the trailing twelve months is around 1.25%, more than IJR's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNARX Fidelity Natural Resources Fund | 1.25% | 1.60% | 2.42% | 1.46% | 1.79% | 1.12% | 1.22% | 1.30% | 0.35% | 0.78% | 1.24% | 2.89% |
IJR iShares Core S&P Small-Cap ETF | 1.23% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
FNARX vs. IJR - Drawdown Comparison
The maximum FNARX drawdown since its inception was -72.60%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for FNARX and IJR. For additional features, visit the drawdowns tool.
Volatility
FNARX vs. IJR - Volatility Comparison
The current volatility for Fidelity Natural Resources Fund (FNARX) is 4.43%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 7.49%. This indicates that FNARX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.