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.
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.
Performance
FNARX vs. IJR - Performance Comparison
Key characteristics
FNARX:
0.02
IJR:
0.48
FNARX:
0.14
IJR:
0.82
FNARX:
1.02
IJR:
1.10
FNARX:
0.02
IJR:
0.78
FNARX:
0.05
IJR:
2.44
FNARX:
5.48%
IJR:
3.83%
FNARX:
17.33%
IJR:
19.63%
FNARX:
-72.60%
IJR:
-58.15%
FNARX:
-14.96%
IJR:
-6.98%
Returns By Period
In the year-to-date period, FNARX achieves a 1.97% return, which is significantly lower than IJR's 10.67% return. Over the past 10 years, FNARX has underperformed IJR with an annualized return of 4.30%, while IJR has yielded a comparatively higher 9.00% annualized return.
FNARX
1.97%
-9.29%
-11.02%
0.34%
11.16%
4.30%
IJR
10.67%
-6.08%
12.48%
8.80%
8.76%
9.00%
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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.
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 has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.01%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNARX Fidelity Natural Resources Fund | 0.00% | 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 | 2.01% | 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
Fidelity Natural Resources Fund (FNARX) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 4.85% and 5.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.