GRZZX vs. FXAIX

The year-to-date returns for both investments are quite close, with GRZZX having a 1.29% return and FXAIX slightly higher at 1.34%. Over the past 10 years, GRZZX has underperformed FXAIX with an annualized return of -12.89%, while FXAIX has yielded a comparatively higher 12.68% annualized return.

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GRZZX has a 1.61% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Grizzly Short Fund (GRZZX) and Fidelity 500 Index Fund (FXAIX). 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 GRZZX Sharpe Ratio is -0.28, which is lower than the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of GRZZX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GRZZX's dividend yield for the trailing twelve months is around 9.36%, more than FXAIX's 1.55% yield.

The maximum GRZZX drawdown since its inception was -96.69%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for GRZZX and FXAIX.

Grizzly Short Fund (GRZZX) has a higher volatility of 6.00% compared to Fidelity 500 Index Fund (FXAIX) at 4.77%. This indicates that GRZZX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.