FSRRX vs. CONWX
Compare and contrast key facts about Fidelity Strategic Real Return Fund (FSRRX) and Concorde Wealth Management Fund (CONWX).
FSRRX is managed by Fidelity. It was launched on Sep 7, 2005. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
FSRRX vs. CONWX - Performance Comparison
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FSRRX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRRX Fidelity Strategic Real Return Fund | 5.76% | 10.45% | 5.84% | 4.59% | -3.34% | 15.84% | 3.74% | 10.48% | -3.99% | 3.00% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Returns By Period
In the year-to-date period, FSRRX achieves a 5.76% return, which is significantly lower than CONWX's 8.18% return. Over the past 10 years, FSRRX has underperformed CONWX with an annualized return of 5.75%, while CONWX has yielded a comparatively higher 8.62% annualized return.
FSRRX
- 1D
- 0.21%
- 1M
- -0.53%
- YTD
- 5.76%
- 6M
- 8.09%
- 1Y
- 13.17%
- 3Y*
- 8.68%
- 5Y*
- 6.94%
- 10Y*
- 5.75%
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
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FSRRX vs. CONWX - Expense Ratio Comparison
FSRRX has a 0.70% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
FSRRX vs. CONWX — Risk / Return Rank
FSRRX
CONWX
FSRRX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Real Return Fund (FSRRX) and Concorde Wealth Management Fund (CONWX). 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.
| FSRRX | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 1.70 | +0.43 |
Sortino ratioReturn per unit of downside risk | 2.77 | 2.36 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.37 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.32 | 1.99 | +0.32 |
Martin ratioReturn relative to average drawdown | 12.34 | 11.30 | +1.05 |
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
| FSRRX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.70 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.74 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.78 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.78 | -0.21 |
Correlation
The correlation between FSRRX and CONWX is 0.69, 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.
Dividends
FSRRX vs. CONWX - Dividend Comparison
FSRRX's dividend yield for the trailing twelve months is around 4.43%, more than CONWX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRRX Fidelity Strategic Real Return Fund | 4.43% | 4.68% | 4.82% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 9.39% | 1.57% | 2.34% | 1.75% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
Drawdowns
FSRRX vs. CONWX - Drawdown Comparison
The maximum FSRRX drawdown since its inception was -33.42%, which is greater than CONWX's maximum drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for FSRRX and CONWX.
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Drawdown Indicators
| FSRRX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.42% | -26.09% | -7.33% |
Max Drawdown (1Y)Largest decline over 1 year | -5.80% | -8.60% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -12.78% | -12.49% | -0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -19.93% | -26.09% | +6.16% |
Current DrawdownCurrent decline from peak | -0.74% | -2.03% | +1.29% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -2.78% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 1.52% | -0.43% |
Volatility
FSRRX vs. CONWX - Volatility Comparison
The current volatility for Fidelity Strategic Real Return Fund (FSRRX) is 1.68%, while Concorde Wealth Management Fund (CONWX) has a volatility of 2.12%. This indicates that FSRRX experiences smaller price fluctuations and is considered to be less risky than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRRX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.68% | 2.12% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 3.87% | 5.43% | -1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.32% | 10.70% | -4.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.91% | 10.26% | -3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.73% | 11.15% | -4.42% |