FTRNX vs. FMILX

In the year-to-date period, FTRNX achieves a -0.01% return, which is significantly lower than FMILX's 0.91% return. Over the past 10 years, FTRNX has outperformed FMILX with an annualized return of 15.84%, while FMILX has yielded a comparatively lower 12.25% annualized return.

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FTRNX has a 0.73% expense ratio, which is higher than FMILX's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Trend Fund (FTRNX) and Fidelity New Millennium Fund (FMILX). 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.

The current FTRNX Sharpe Ratio is 0.56, which is comparable to the FMILX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of FTRNX and FMILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTRNX's dividend yield for the trailing twelve months is around 18.92%, more than FMILX's 3.61% yield.

The maximum FTRNX drawdown since its inception was -55.99%, roughly equal to the maximum FMILX drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for FTRNX and FMILX.

Fidelity Trend Fund (FTRNX) has a higher volatility of 6.51% compared to Fidelity New Millennium Fund (FMILX) at 4.61%. This indicates that FTRNX's price experiences larger fluctuations and is considered to be riskier than FMILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.