FOCSX vs. AAPL
Compare and contrast key facts about Fidelity Small Cap Growth K6 Fund (FOCSX) and Apple Inc (AAPL).
FOCSX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCSX or AAPL.
Key characteristics
| FOCSX | AAPL | |
|---|---|---|
| YTD Return | 29.85% | 17.04% |
| 1Y Return | 53.36% | 21.93% |
| 3Y Return (Ann) | 0.76% | 15.03% |
| 5Y Return (Ann) | 7.01% | 28.74% |
| Sharpe Ratio | 2.68 | 0.93 |
| Sortino Ratio | 3.54 | 1.47 |
| Omega Ratio | 1.44 | 1.18 |
| Calmar Ratio | 1.18 | 1.26 |
| Martin Ratio | 16.48 | 2.96 |
| Ulcer Index | 3.25% | 7.06% |
| Daily Std Dev | 20.00% | 22.48% |
| Max Drawdown | -51.13% | -81.80% |
| Current Drawdown | -16.09% | -5.08% |
Correlation
The correlation between FOCSX and AAPL is 0.57, 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
FOCSX vs. AAPL - Performance Comparison
In the year-to-date period, FOCSX achieves a 29.85% return, which is significantly higher than AAPL's 17.04% 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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Risk-Adjusted Performance
FOCSX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth K6 Fund (FOCSX) and Apple Inc (AAPL). 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
FOCSX vs. AAPL - Dividend Comparison
FOCSX's dividend yield for the trailing twelve months is around 1.88%, more than AAPL's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | 1.88% | 0.23% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
FOCSX vs. AAPL - Drawdown Comparison
The maximum FOCSX drawdown since its inception was -51.13%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for FOCSX and AAPL. For additional features, visit the drawdowns tool.
Volatility
FOCSX vs. AAPL - Volatility Comparison
Fidelity Small Cap Growth K6 Fund (FOCSX) has a higher volatility of 5.92% compared to Apple Inc (AAPL) at 4.95%. This indicates that FOCSX's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.