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FSSNX vs. EDEN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FSSNX vs. EDEN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Small Cap Index Fund (FSSNX) and iShares MSCI Denmark ETF (EDEN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FSSNX achieves a 18.33% return, which is significantly higher than EDEN's -3.05% return. Over the past 10 years, FSSNX has outperformed EDEN with an annualized return of 11.30%, while EDEN has yielded a comparatively lower 9.22% annualized return.


FSSNX

1D
3.04%
1M
2.84%
YTD
18.33%
6M
15.24%
1Y
38.39%
3Y*
17.71%
5Y*
6.13%
10Y*
11.30%

EDEN

1D
-0.01%
1M
-1.61%
YTD
-3.05%
6M
-2.55%
1Y
-6.97%
3Y*
2.87%
5Y*
2.08%
10Y*
9.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSSNX vs. EDEN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSSNX
Fidelity Small Cap Index Fund
18.33%12.94%11.71%17.11%-20.28%14.70%19.99%25.70%-11.24%14.54%
EDEN
iShares MSCI Denmark ETF
-3.05%10.58%-3.94%17.99%-11.47%14.81%42.56%24.37%-14.43%35.39%

Correlation

The correlation between FSSNX and EDEN is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.58

Correlation (3Y)
Calculated over the trailing 3-year period

0.53

Correlation (5Y)
Calculated over the trailing 5-year period

0.55

Correlation (10Y)
Calculated over the trailing 10-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Jan 26, 2012

0.51

The correlation between FSSNX and EDEN has been stable across timeframes, ranging from 0.51 to 0.58 - a consistent structural relationship.

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Return for Risk

FSSNX vs. EDEN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSSNX
FSSNX Risk / Return Rank: 7373
Overall Rank
FSSNX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FSSNX Sortino Ratio Rank: 6868
Sortino Ratio Rank
FSSNX Omega Ratio Rank: 5757
Omega Ratio Rank
FSSNX Calmar Ratio Rank: 8686
Calmar Ratio Rank
FSSNX Martin Ratio Rank: 8282
Martin Ratio Rank

EDEN
EDEN Risk / Return Rank: 66
Overall Rank
EDEN Sharpe Ratio Rank: 66
Sharpe Ratio Rank
EDEN Sortino Ratio Rank: 66
Sortino Ratio Rank
EDEN Omega Ratio Rank: 66
Omega Ratio Rank
EDEN Calmar Ratio Rank: 77
Calmar Ratio Rank
EDEN Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSSNX vs. EDEN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Index Fund (FSSNX) and iShares MSCI Denmark ETF (EDEN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FSSNXEDENDifference
Sharpe ratioReturn per unit of total volatility

+2.27

Sortino ratioReturn per unit of downside risk

+3.01

Omega ratioGain probability vs. loss probability

1.32

0.96

+0.36

Calmar ratioReturn relative to maximum drawdown

3.46

-0.33

+3.79

Martin ratioReturn relative to average drawdown

12.23

-0.72

+12.95

FSSNX vs. EDEN - Sharpe Ratio Comparison

The current FSSNX Sharpe Ratio is 1.93, which is higher than the EDEN Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of FSSNX and EDEN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FSSNX vs. EDEN - Drawdown Comparison

The maximum FSSNX drawdown since its inception was -41.72%, which is greater than EDEN's maximum drawdown of -36.61%. Use the drawdown chart below to compare losses from any high point for FSSNX and EDEN.


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Drawdown Indicators


FSSNXEDENDifference

Max Drawdown

Largest peak-to-trough decline

-41.72%

-36.61%

-5.11%

Max Drawdown (1Y)

Largest decline over 1 year

-11.00%

-21.17%

+10.17%

Max Drawdown (3Y)

Largest decline over 3 years

-27.45%

-29.31%

+1.86%

Max Drawdown (5Y)

Largest decline over 5 years

-31.87%

-36.61%

+4.74%

Max Drawdown (10Y)

Largest decline over 10 years

-41.72%

-36.61%

-5.11%

Current Drawdown

Current decline from peak

-0.46%

-13.55%

+13.09%

Average Drawdown

Average peak-to-trough decline

-8.28%

-7.37%

-0.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

10.27%

-7.16%

Volatility

FSSNX vs. EDEN - Volatility Comparison

Fidelity Small Cap Index Fund (FSSNX) has a higher volatility of 7.09% compared to iShares MSCI Denmark ETF (EDEN) at 4.93%. This indicates that FSSNX's price experiences larger fluctuations and is considered to be riskier than EDEN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSSNXEDENDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.09%

4.93%

+2.16%

Volatility (6M)

Calculated over the trailing 6-month period

14.37%

15.72%

-1.35%

Volatility (1Y)

Calculated over the trailing 1-year period

19.71%

20.90%

-1.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.68%

20.25%

+2.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.49%

19.41%

+4.08%

FSSNX vs. EDEN - Expense Ratio Comparison

FSSNX has a 0.03% expense ratio, which is lower than EDEN's 0.53% expense ratio.


Dividends

FSSNX vs. EDEN - Dividend Comparison

FSSNX's dividend yield for the trailing twelve months is around 0.92%, less than EDEN's 2.87% yield.


PositionTTM20252024202320222021202020192018201720162015
EDEN
iShares MSCI Denmark ETF
2.87%2.79%1.50%1.92%1.47%0.74%0.42%2.36%2.01%2.03%1.28%1.46%
FSSNX
Fidelity Small Cap Index Fund
0.92%1.08%1.04%1.43%1.26%3.92%0.94%2.96%4.94%3.37%2.27%2.66%

Frequently Asked Questions


FSSNX and EDEN have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FSSNX has higher volatility (7.09%) compared to EDEN (4.93%). In terms of maximum drawdown, FSSNX dropped -41.72% vs EDEN's -36.61%.

FSSNX currently has the higher Sharpe Ratio (1.93 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for FSSNX and EDEN

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