FNILX vs. ^SP500TR

The year-to-date returns for both stocks are quite close, with FNILX having a 0.67% return and ^SP500TR slightly lower at 0.65%.

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This table presents a comparison of risk-adjusted performance metrics for Fidelity ZERO Large Cap Index Fund (FNILX) and S&P 500 Total Return (^SP500TR). 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 FNILX Sharpe Ratio is 0.73, which is comparable to the ^SP500TR Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of FNILX and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum FNILX drawdown since its inception was -33.75%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FNILX and ^SP500TR. For additional features, visit the drawdowns tool.

Fidelity ZERO Large Cap Index Fund (FNILX) and S&P 500 Total Return (^SP500TR) have volatilities of 6.20% and 6.15%, 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.