Correlation
The correlation between FSRLX and FNWFX is 0.70, 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.
FSRLX vs. FNWFX
Compare and contrast key facts about FS Chiron Real Asset Fund (FSRLX) and American Funds New World Fund Class F-3 (FNWFX).
FSRLX is managed by FS Investments. It was launched on Dec 30, 2018. FNWFX is managed by American Funds. It was launched on Jun 17, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRLX or FNWFX.
Performance
FSRLX vs. FNWFX - Performance Comparison
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Key characteristics
Returns By Period
FSRLX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
FNWFX
10.26%
6.67%
5.86%
7.65%
7.73%
6.92%
N/A
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FSRLX vs. FNWFX - Expense Ratio Comparison
FSRLX has a 1.25% expense ratio, which is higher than FNWFX's 0.57% expense ratio.
Risk-Adjusted Performance
FSRLX vs. FNWFX — Risk-Adjusted Performance Rank
FSRLX
FNWFX
FSRLX vs. FNWFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FS Chiron Real Asset Fund (FSRLX) and American Funds New World Fund Class F-3 (FNWFX). 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.
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Dividends
FSRLX vs. FNWFX - Dividend Comparison
FSRLX has not paid dividends to shareholders, while FNWFX's dividend yield for the trailing twelve months is around 3.72%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FSRLX FS Chiron Real Asset Fund | 103.18% | 2.84% | 1.46% | 0.64% | 3.33% | 2.99% | 7.21% | 0.00% | 0.00% |
FNWFX American Funds New World Fund Class F-3 | 3.72% | 4.10% | 2.88% | 1.34% | 7.32% | 0.43% | 4.04% | 2.70% | 2.27% |
Drawdowns
FSRLX vs. FNWFX - Drawdown Comparison
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Volatility
FSRLX vs. FNWFX - Volatility Comparison
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