FTRNX vs. FSKAX
Compare and contrast key facts about Fidelity Trend Fund (FTRNX) and Fidelity Total Market Index Fund (FSKAX).
FTRNX is managed by Fidelity. It was launched on Jun 16, 1958. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRNX or FSKAX.
Correlation
The correlation between FTRNX and FSKAX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FTRNX vs. FSKAX - Performance Comparison
Key characteristics
FTRNX:
0.06
FSKAX:
1.38
FTRNX:
0.24
FSKAX:
1.88
FTRNX:
1.03
FSKAX:
1.25
FTRNX:
0.06
FSKAX:
2.09
FTRNX:
0.19
FSKAX:
8.18
FTRNX:
7.66%
FSKAX:
2.20%
FTRNX:
25.49%
FSKAX:
13.08%
FTRNX:
-55.96%
FSKAX:
-35.01%
FTRNX:
-23.26%
FSKAX:
-3.41%
Returns By Period
In the year-to-date period, FTRNX achieves a -6.86% return, which is significantly lower than FSKAX's 1.09% return. Over the past 10 years, FTRNX has underperformed FSKAX with an annualized return of 7.05%, while FSKAX has yielded a comparatively higher 12.06% annualized return.
FTRNX
-6.86%
-12.34%
-8.48%
1.63%
10.57%
7.05%
FSKAX
1.09%
-2.84%
6.45%
18.22%
15.91%
12.06%
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FTRNX vs. FSKAX - Expense Ratio Comparison
FTRNX has a 0.73% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Risk-Adjusted Performance
FTRNX vs. FSKAX — Risk-Adjusted Performance Rank
FTRNX
FSKAX
FTRNX vs. FSKAX - Risk-Adjusted Performance Comparison
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.
Dividends
FTRNX vs. FSKAX - Dividend Comparison
FTRNX's dividend yield for the trailing twelve months is around 0.49%, less than FSKAX's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | 0.49% | 0.46% | 0.05% | 0.01% | 0.00% | 0.04% | 0.23% | 0.26% | 0.35% | 0.46% | 2.49% | 3.12% |
FSKAX Fidelity Total Market Index Fund | 1.17% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% |
Drawdowns
FTRNX vs. FSKAX - Drawdown Comparison
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.
Volatility
FTRNX vs. FSKAX - Volatility Comparison
Fidelity Trend Fund (FTRNX) has a higher volatility of 8.93% compared to Fidelity Total Market Index Fund (FSKAX) at 3.54%. 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.