FSRRX vs. INPFX
Compare and contrast key facts about Fidelity Strategic Real Return Fund (FSRRX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX).
FSRRX is managed by Fidelity. It was launched on Sep 7, 2005. INPFX is managed by American Funds. It was launched on May 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRRX or INPFX.
Key characteristics
| FSRRX | INPFX | |
|---|---|---|
| YTD Return | 7.17% | 11.28% |
| 1Y Return | 11.89% | 20.32% |
| 3Y Return (Ann) | 2.80% | 4.03% |
| 5Y Return (Ann) | 5.73% | 6.40% |
| 10Y Return (Ann) | 3.50% | 5.93% |
| Sharpe Ratio | 2.12 | 3.33 |
| Sortino Ratio | 3.21 | 4.88 |
| Omega Ratio | 1.40 | 1.67 |
| Calmar Ratio | 1.29 | 2.55 |
| Martin Ratio | 12.24 | 22.36 |
| Ulcer Index | 0.94% | 0.88% |
| Daily Std Dev | 5.41% | 5.92% |
| Max Drawdown | -33.43% | -21.31% |
| Current Drawdown | -0.66% | -0.15% |
Correlation
The correlation between FSRRX and INPFX is 0.64, 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
FSRRX vs. INPFX - Performance Comparison
In the year-to-date period, FSRRX achieves a 7.17% return, which is significantly lower than INPFX's 11.28% return. Over the past 10 years, FSRRX has underperformed INPFX with an annualized return of 3.50%, while INPFX has yielded a comparatively higher 5.93% annualized 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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FSRRX vs. INPFX - Expense Ratio Comparison
FSRRX has a 0.70% expense ratio, which is higher than INPFX's 0.66% expense ratio.
Risk-Adjusted Performance
FSRRX vs. INPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Real Return Fund (FSRRX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX). 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
FSRRX vs. INPFX - Dividend Comparison
FSRRX's dividend yield for the trailing twelve months is around 4.61%, more than INPFX's 3.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRRX Fidelity Strategic Real Return Fund | 4.61% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 3.96% | 2.49% | 2.14% | 1.63% | 2.18% | 2.24% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 3.72% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% | 3.71% |
Drawdowns
FSRRX vs. INPFX - Drawdown Comparison
The maximum FSRRX drawdown since its inception was -33.43%, which is greater than INPFX's maximum drawdown of -21.31%. Use the drawdown chart below to compare losses from any high point for FSRRX and INPFX. For additional features, visit the drawdowns tool.
Volatility
FSRRX vs. INPFX - Volatility Comparison
Fidelity Strategic Real Return Fund (FSRRX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) have volatilities of 1.41% and 1.48%, 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.