FSANX vs. FZROX
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and Fidelity ZERO Total Market Index Fund (FZROX).
FSANX is managed by BlackRock. It was launched on Oct 9, 2007. FZROX is managed by Fidelity.
Performance
FSANX vs. FZROX - Performance Comparison
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FSANX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | -2.58% | 16.61% | 9.48% | 14.81% | -16.25% | 11.85% | 16.15% | 20.64% | -8.35% |
FZROX Fidelity ZERO Total Market Index Fund | -6.77% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FSANX achieves a -2.58% return, which is significantly higher than FZROX's -6.77% return.
FSANX
- 1D
- -0.18%
- 1M
- -6.68%
- YTD
- -2.58%
- 6M
- 0.04%
- 1Y
- 13.90%
- 3Y*
- 10.57%
- 5Y*
- 5.55%
- 10Y*
- 7.73%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
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FSANX vs. FZROX - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FSANX vs. FZROX — Risk / Return Rank
FSANX
FZROX
FSANX vs. FZROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and Fidelity ZERO Total Market Index Fund (FZROX). 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.
| FSANX | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.84 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.30 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.05 | +0.56 |
Martin ratioReturn relative to average drawdown | 7.03 | 5.11 | +1.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSANX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.84 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.60 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.61 | -0.11 |
Correlation
The correlation between FSANX and FZROX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FSANX vs. FZROX - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 6.00%, more than FZROX's 1.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 6.00% | 5.84% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 1.78% | 0.20% | 4.12% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSANX vs. FZROX - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.49%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FSANX and FZROX.
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Drawdown Indicators
| FSANX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.49% | -34.96% | -6.53% |
Max Drawdown (1Y)Largest decline over 1 year | -7.96% | -12.44% | +4.48% |
Max Drawdown (5Y)Largest decline over 5 years | -22.39% | -25.12% | +2.73% |
Max Drawdown (10Y)Largest decline over 10 years | -24.42% | — | — |
Current DrawdownCurrent decline from peak | -7.09% | -8.89% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -5.61% | +0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.56% | -0.74% |
Volatility
FSANX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Asset Manager 60% Fund (FSANX) is 4.13%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.41%. This indicates that FSANX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSANX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 4.41% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 6.87% | 9.34% | -2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 18.49% | -7.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.69% | 17.40% | -6.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.89% | 20.25% | -9.36% |