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FZROX vs. EDEN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FZROX vs. EDEN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity ZERO Total Market Index Fund (FZROX) and iShares MSCI Denmark ETF (EDEN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FZROX achieves a 9.14% return, which is significantly higher than EDEN's -3.05% return.


FZROX

1D
1.90%
1M
0.00%
YTD
9.14%
6M
9.23%
1Y
24.28%
3Y*
20.84%
5Y*
12.34%
10Y*

EDEN

1D
-0.01%
1M
-1.61%
YTD
-3.05%
6M
-2.55%
1Y
-6.97%
3Y*
2.87%
5Y*
2.08%
10Y*
9.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FZROX vs. EDEN - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FZROX
Fidelity ZERO Total Market Index Fund
9.14%17.23%23.94%26.20%-19.21%26.00%20.51%31.15%-12.72%
EDEN
iShares MSCI Denmark ETF
-3.05%10.58%-3.94%17.99%-11.47%14.81%42.56%24.37%-11.11%

Correlation

The correlation between FZROX and EDEN is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.59

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Aug 16, 2018

0.59

The correlation between FZROX and EDEN has been stable across timeframes, ranging from 0.55 to 0.59 - a consistent structural relationship.

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Return for Risk

FZROX vs. EDEN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FZROX
FZROX Risk / Return Rank: 7272
Overall Rank
FZROX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FZROX Sortino Ratio Rank: 6666
Sortino Ratio Rank
FZROX Omega Ratio Rank: 6666
Omega Ratio Rank
FZROX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FZROX Martin Ratio Rank: 8484
Martin Ratio Rank

EDEN
EDEN Risk / Return Rank: 66
Overall Rank
EDEN Sharpe Ratio Rank: 66
Sharpe Ratio Rank
EDEN Sortino Ratio Rank: 66
Sortino Ratio Rank
EDEN Omega Ratio Rank: 66
Omega Ratio Rank
EDEN Calmar Ratio Rank: 77
Calmar Ratio Rank
EDEN Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FZROX vs. EDEN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity ZERO Total Market Index Fund (FZROX) and iShares MSCI Denmark ETF (EDEN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FZROXEDENDifference
Sharpe ratioReturn per unit of total volatility

+2.28

Sortino ratioReturn per unit of downside risk

+2.97

Omega ratioGain probability vs. loss probability

1.35

0.96

+0.39

Calmar ratioReturn relative to maximum drawdown

2.78

-0.33

+3.11

Martin ratioReturn relative to average drawdown

12.51

-0.72

+13.23

FZROX vs. EDEN - Sharpe Ratio Comparison

The current FZROX Sharpe Ratio is 1.94, which is higher than the EDEN Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of FZROX and EDEN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FZROX vs. EDEN - Drawdown Comparison

The maximum FZROX drawdown since its inception was -34.96%, roughly equal to the maximum EDEN drawdown of -36.61%. Use the drawdown chart below to compare losses from any high point for FZROX and EDEN.


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Drawdown Indicators


FZROXEDENDifference

Max Drawdown

Largest peak-to-trough decline

-34.96%

-36.61%

+1.65%

Max Drawdown (1Y)

Largest decline over 1 year

-8.89%

-21.17%

+12.28%

Max Drawdown (3Y)

Largest decline over 3 years

-19.38%

-29.31%

+9.93%

Max Drawdown (5Y)

Largest decline over 5 years

-25.12%

-36.61%

+11.49%

Max Drawdown (10Y)

Largest decline over 10 years

-36.61%

Current Drawdown

Current decline from peak

-2.57%

-13.55%

+10.98%

Average Drawdown

Average peak-to-trough decline

-5.50%

-7.37%

+1.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

10.27%

-8.30%

Volatility

FZROX vs. EDEN - Volatility Comparison

The current volatility for Fidelity ZERO Total Market Index Fund (FZROX) is 4.66%, while iShares MSCI Denmark ETF (EDEN) has a volatility of 4.93%. This indicates that FZROX experiences smaller price fluctuations and is considered to be less risky than EDEN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FZROXEDENDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.66%

4.93%

-0.27%

Volatility (6M)

Calculated over the trailing 6-month period

9.98%

15.72%

-5.74%

Volatility (1Y)

Calculated over the trailing 1-year period

12.76%

20.90%

-8.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.51%

20.25%

-2.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.14%

19.41%

+0.73%

FZROX vs. EDEN - Expense Ratio Comparison

FZROX has a 0.00% expense ratio, which is lower than EDEN's 0.53% expense ratio.


Dividends

FZROX vs. EDEN - Dividend Comparison

FZROX's dividend yield for the trailing twelve months is around 0.94%, less than EDEN's 2.87% yield.


PositionTTM20252024202320222021202020192018201720162015
EDEN
iShares MSCI Denmark ETF
2.87%2.79%1.50%1.92%1.47%0.74%0.42%2.36%2.01%2.03%1.28%1.46%
FZROX
Fidelity ZERO Total Market Index Fund
0.94%1.02%1.16%1.36%1.57%1.25%1.27%1.51%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FZROX and EDEN have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EDEN has higher volatility (4.93%) compared to FZROX (4.66%). In terms of maximum drawdown, FZROX dropped -34.96% vs EDEN's -36.61%.

FZROX currently has the higher Sharpe Ratio (1.94 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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