GIS vs. FFIDX
GIS (General Mills, Inc.) is a stock, while FFIDX (Fidelity Fund) is Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, GIS returned -2.63%/yr vs 15.27%/yr for FFIDX. At a 0.33 correlation, their price movements are largely independent.
Performance
GIS vs. FFIDX - Performance Comparison
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Returns By Period
In the year-to-date period, GIS achieves a -23.47% return, which is significantly lower than FFIDX's 1.42% return. Over the past 10 years, GIS has underperformed FFIDX with an annualized return of -2.63%, while FFIDX has yielded a comparatively higher 15.27% annualized return.
GIS
- 1D
- 2.04%
- 1M
- 2.68%
- YTD
- -23.47%
- 6M
- -23.78%
- 1Y
- -33.38%
- 3Y*
- -21.38%
- 5Y*
- -7.83%
- 10Y*
- -2.63%
FFIDX
- 1D
- 1.17%
- 1M
- -1.74%
- YTD
- 1.42%
- 6M
- 2.47%
- 1Y
- 17.90%
- 3Y*
- 20.25%
- 5Y*
- 12.27%
- 10Y*
- 15.27%
GIS vs. FFIDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GIS General Mills, Inc. | -23.47% | -23.75% | 1.45% | -19.97% | 28.09% | 18.53% | 13.60% | 43.13% | -31.57% | -0.65% |
FFIDX Fidelity Fund | 1.42% | 20.04% | 27.13% | 30.93% | -25.88% | 33.22% | 26.43% | 33.46% | -5.31% | 23.28% |
Correlation
The correlation between GIS and FFIDX is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jun 10, 1983 | 0.33 |
The correlation between GIS and FFIDX shifts across timeframes, from -0.13 (3 years) to 0.33 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
GIS vs. FFIDX — Risk / Return Rank
GIS
FFIDX
GIS vs. FFIDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for General Mills, Inc. (GIS) and Fidelity Fund (FFIDX). 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.
| GIS | FFIDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.83 | ||
| Sortino ratioReturn per unit of downside risk | -4.06 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.25 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | 1.68 | -2.59 |
| Martin ratioReturn relative to average drawdown | -1.86 | 7.01 | -8.86 |
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Drawdowns
GIS vs. FFIDX - Drawdown Comparison
The maximum GIS drawdown since its inception was -59.63%, which is greater than FFIDX's maximum drawdown of -55.35%. Use the drawdown chart below to compare losses from any high point for GIS and FFIDX.
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Drawdown Indicators
| GIS | FFIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.63% | -55.35% | -4.28% |
Max Drawdown (1Y)Largest decline over 1 year | -36.85% | -10.87% | -25.98% |
Max Drawdown (3Y)Largest decline over 3 years | -55.32% | -22.42% | -32.90% |
Max Drawdown (5Y)Largest decline over 5 years | -59.63% | -30.33% | -29.30% |
Max Drawdown (10Y)Largest decline over 10 years | -59.63% | -30.66% | -28.97% |
Current DrawdownCurrent decline from peak | -56.70% | -2.92% | -53.78% |
Average DrawdownAverage peak-to-trough decline | -10.28% | -11.85% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.06% | 2.61% | +16.45% |
Volatility
GIS vs. FFIDX - Volatility Comparison
General Mills, Inc. (GIS) has a higher volatility of 6.25% compared to Fidelity Fund (FFIDX) at 3.70%. This indicates that GIS's price experiences larger fluctuations and is considered to be riskier than FFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GIS | FFIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 3.70% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 18.81% | 9.48% | +9.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.96% | 12.77% | +11.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.14% | 19.18% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 19.43% | +2.67% |
Dividends
GIS vs. FFIDX - Dividend Comparison
GIS's dividend yield for the trailing twelve months is around 7.07%, more than FFIDX's 1.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | 1.16% | 1.18% | 0.00% | 2.41% | 0.67% | 4.60% | 2.71% | 5.41% | 7.40% | 11.12% | 7.01% | 5.48% |
GIS General Mills, Inc. | 7.07% | 5.20% | 3.73% | 3.47% | 2.50% | 3.03% | 3.37% | 3.66% | 5.03% | 3.27% | 3.01% | 3.00% |
Frequently Asked Questions
GIS and FFIDX have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GIS has higher volatility (6.25%) compared to FFIDX (3.70%). In terms of maximum drawdown, GIS dropped -59.63% vs FFIDX's -55.35%.
FFIDX currently has the higher Sharpe Ratio (1.43 vs -1.40), 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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