FYMIX vs. WHGIX
Compare and contrast key facts about Fidelity Sustainable Multi-Asset Fund (FYMIX) and Westwood Income Opportunity Fund (WHGIX).
FYMIX is managed by Fidelity. It was launched on Feb 9, 2022. WHGIX is managed by Westwood. It was launched on Dec 18, 2005.
Performance
FYMIX vs. WHGIX - Performance Comparison
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FYMIX vs. WHGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FYMIX Fidelity Sustainable Multi-Asset Fund | -1.18% | 18.95% | 11.09% | 16.15% | -15.71% |
WHGIX Westwood Income Opportunity Fund | 0.52% | 11.90% | 9.10% | 9.91% | -10.27% |
Returns By Period
In the year-to-date period, FYMIX achieves a -1.18% return, which is significantly lower than WHGIX's 0.52% return.
FYMIX
- 1D
- 0.95%
- 1M
- -2.66%
- YTD
- -1.18%
- 6M
- 1.16%
- 1Y
- 17.89%
- 3Y*
- 12.54%
- 5Y*
- —
- 10Y*
- —
WHGIX
- 1D
- 0.39%
- 1M
- -2.25%
- YTD
- 0.52%
- 6M
- 2.75%
- 1Y
- 11.36%
- 3Y*
- 9.50%
- 5Y*
- 4.21%
- 10Y*
- 6.22%
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FYMIX vs. WHGIX - Expense Ratio Comparison
FYMIX has a 0.05% expense ratio, which is lower than WHGIX's 0.81% expense ratio.
Return for Risk
FYMIX vs. WHGIX — Risk / Return Rank
FYMIX
WHGIX
FYMIX vs. WHGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Multi-Asset Fund (FYMIX) and Westwood Income Opportunity Fund (WHGIX). 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 | WHGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.29 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.70 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.28 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.59 | +0.51 |
Martin ratioReturn relative to average drawdown | 8.44 | 6.92 | +1.52 |
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 | WHGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.29 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.51 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.77 | -0.29 |
Correlation
The correlation between FYMIX and WHGIX is 0.88, 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. WHGIX - Dividend Comparison
FYMIX's dividend yield for the trailing twelve months is around 3.73%, more than WHGIX's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYMIX Fidelity Sustainable Multi-Asset Fund | 3.73% | 3.69% | 1.84% | 1.78% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WHGIX Westwood Income Opportunity Fund | 2.97% | 3.28% | 4.33% | 3.49% | 3.03% | 10.97% | 7.83% | 29.20% | 6.78% | 3.45% | 1.04% | 1.58% |
Drawdowns
FYMIX vs. WHGIX - Drawdown Comparison
The maximum FYMIX drawdown since its inception was -22.70%, smaller than the maximum WHGIX drawdown of -24.14%. Use the drawdown chart below to compare losses from any high point for FYMIX and WHGIX.
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Drawdown Indicators
| FYMIX | WHGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.70% | -24.14% | +1.44% |
Max Drawdown (1Y)Largest decline over 1 year | -8.80% | -5.21% | -3.59% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.20% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.14% | — |
Current DrawdownCurrent decline from peak | -5.65% | -3.18% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -3.13% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 1.67% | +0.56% |
Volatility
FYMIX vs. WHGIX - Volatility Comparison
Fidelity Sustainable Multi-Asset Fund (FYMIX) has a higher volatility of 5.39% compared to Westwood Income Opportunity Fund (WHGIX) at 3.14%. This indicates that FYMIX's price experiences larger fluctuations and is considered to be riskier than WHGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FYMIX | WHGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 3.14% | +2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 5.09% | +3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 8.96% | +4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.72% | 8.33% | +4.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.72% | 8.91% | +3.81% |