FTRNX vs. FSKAX

In the year-to-date period, FTRNX achieves a -25.15% return, which is significantly lower than FSKAX's -14.00% return. Over the past 10 years, FTRNX has underperformed FSKAX with an annualized return of 4.77%, while FSKAX has yielded a comparatively higher 10.32% annualized return.

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FTRNX has a 0.73% expense ratio, which is higher than FSKAX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Trend Fund (FTRNX) and Fidelity Total Market Index Fund (FSKAX). 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 -0.74, which is lower than the FSKAX Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of FTRNX and FSKAX, 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 0.90%, less than FSKAX's 1.38% yield.

The maximum FTRNX drawdown since its inception was -55.96%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FTRNX and FSKAX. For additional features, visit the drawdowns tool.

Fidelity Trend Fund (FTRNX) has a higher volatility of 13.70% compared to Fidelity Total Market Index Fund (FSKAX) at 9.50%. This indicates that FTRNX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.