FYMIX vs. INPFX
Compare and contrast key facts about Fidelity Sustainable Multi-Asset Fund (FYMIX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX).
FYMIX is managed by Fidelity. It was launched on Feb 9, 2022. INPFX is managed by American Funds. It was launched on May 18, 2012.
Performance
FYMIX vs. INPFX - Performance Comparison
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FYMIX vs. INPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FYMIX Fidelity Sustainable Multi-Asset Fund | -2.11% | 18.95% | 11.09% | 16.15% | -15.71% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | -0.05% | 14.29% | 9.20% | 9.46% | -6.74% |
Returns By Period
In the year-to-date period, FYMIX achieves a -2.11% return, which is significantly lower than INPFX's -0.05% return.
FYMIX
- 1D
- 2.39%
- 1M
- -5.31%
- YTD
- -2.11%
- 6M
- 0.46%
- 1Y
- 17.23%
- 3Y*
- 12.19%
- 5Y*
- —
- 10Y*
- —
INPFX
- 1D
- 1.29%
- 1M
- -3.51%
- YTD
- -0.05%
- 6M
- 1.73%
- 1Y
- 11.04%
- 3Y*
- 10.22%
- 5Y*
- 6.14%
- 10Y*
- 6.98%
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FYMIX vs. INPFX - Expense Ratio Comparison
FYMIX has a 0.05% expense ratio, which is lower than INPFX's 0.66% expense ratio.
Return for Risk
FYMIX vs. INPFX — Risk / Return Rank
FYMIX
INPFX
FYMIX vs. INPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Multi-Asset Fund (FYMIX) 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.
| FYMIX | INPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.50 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.91 | 2.09 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.31 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.86 | +0.11 |
Martin ratioReturn relative to average drawdown | 7.99 | 8.15 | -0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FYMIX | INPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.50 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.82 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.89 | -0.43 |
Correlation
The correlation between FYMIX and INPFX is 0.90, 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.
Dividends
FYMIX vs. INPFX - Dividend Comparison
FYMIX's dividend yield for the trailing twelve months is around 3.77%, less than INPFX's 5.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYMIX Fidelity Sustainable Multi-Asset Fund | 3.77% | 3.69% | 1.84% | 1.78% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.54% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
Drawdowns
FYMIX vs. INPFX - Drawdown Comparison
The maximum FYMIX drawdown since its inception was -22.70%, which is greater than INPFX's maximum drawdown of -21.31%. Use the drawdown chart below to compare losses from any high point for FYMIX and INPFX.
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Drawdown Indicators
| FYMIX | INPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.70% | -21.31% | -1.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.95% | -6.25% | -2.70% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.37% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.31% | — |
Current DrawdownCurrent decline from peak | -6.54% | -3.90% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -2.32% | -3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.43% | +0.77% |
Volatility
FYMIX vs. INPFX - Volatility Comparison
Fidelity Sustainable Multi-Asset Fund (FYMIX) has a higher volatility of 5.52% compared to American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) at 2.89%. This indicates that FYMIX's price experiences larger fluctuations and is considered to be riskier than INPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FYMIX | INPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 2.89% | +2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 4.56% | +3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.38% | 7.63% | +5.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.72% | 7.50% | +5.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.72% | 8.35% | +4.37% |