FZOLX vs. FNILX

In the year-to-date period, FZOLX achieves a 1.59% return, which is significantly lower than FNILX's 1.91% return.

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FZOLX has a 0.22% expense ratio, which is higher than FNILX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Low Duration Income Fund (FZOLX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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 FZOLX Sharpe Ratio is 3.99, which is higher than the FNILX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of FZOLX and FNILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZOLX's dividend yield for the trailing twelve months is around 5.06%, more than FNILX's 1.07% yield.

The maximum FZOLX drawdown since its inception was -1.02%, smaller than the maximum FNILX drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for FZOLX and FNILX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity SAI Low Duration Income Fund (FZOLX) is 0.40%, while Fidelity ZERO Large Cap Index Fund (FNILX) has a volatility of 5.53%. This indicates that FZOLX experiences smaller price fluctuations and is considered to be less risky than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.