GRZZX vs. FXAIX
Compare and contrast key facts about Grizzly Short Fund (GRZZX) and Fidelity 500 Index Fund (FXAIX).
GRZZX is managed by Leuthold. It was launched on Jun 18, 2000. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
GRZZX vs. FXAIX - Performance Comparison
Loading graphics...
GRZZX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GRZZX Grizzly Short Fund | 5.45% | -2.98% | -6.74% | -18.72% | 22.43% | -15.87% | -41.33% | -29.43% | 301.98% | -19.84% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, GRZZX achieves a 5.45% return, which is significantly higher than FXAIX's -4.34% return. Over the past 10 years, GRZZX has underperformed FXAIX with an annualized return of -0.79%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
GRZZX
- 1D
- -2.44%
- 1M
- 5.87%
- YTD
- 5.45%
- 6M
- 6.28%
- 1Y
- -2.53%
- 3Y*
- -4.54%
- 5Y*
- -2.29%
- 10Y*
- -0.79%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GRZZX vs. FXAIX - Expense Ratio Comparison
GRZZX has a 1.61% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
GRZZX vs. FXAIX — Risk / Return Rank
GRZZX
FXAIX
GRZZX vs. FXAIX - Risk-Adjusted Trends Comparison
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.
| GRZZX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.14 | 0.97 | -1.11 |
Sortino ratioReturn per unit of downside risk | -0.05 | 1.49 | -1.54 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.23 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.13 | 1.52 | -1.65 |
Martin ratioReturn relative to average drawdown | -0.16 | 7.30 | -7.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GRZZX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.14 | 0.97 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.70 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | 0.78 | -0.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.10 | 0.76 | -0.87 |
Correlation
The correlation between GRZZX and FXAIX is -0.88. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
GRZZX vs. FXAIX - Dividend Comparison
GRZZX's dividend yield for the trailing twelve months is around 4.91%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRZZX Grizzly Short Fund | 4.91% | 6.00% | 10.30% | 6.61% | 0.00% | 0.00% | 0.00% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
GRZZX vs. FXAIX - Drawdown Comparison
The maximum GRZZX drawdown since its inception was -91.80%, 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.
Loading graphics...
Drawdown Indicators
| GRZZX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.80% | -33.79% | -58.01% |
Max Drawdown (1Y)Largest decline over 1 year | -22.23% | -12.13% | -10.10% |
Max Drawdown (5Y)Largest decline over 5 years | -36.02% | -24.50% | -11.52% |
Max Drawdown (10Y)Largest decline over 10 years | -71.73% | -33.79% | -37.94% |
Current DrawdownCurrent decline from peak | -88.24% | -6.23% | -82.01% |
Average DrawdownAverage peak-to-trough decline | -69.22% | -3.83% | -65.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.82% | 2.53% | +15.29% |
Volatility
GRZZX vs. FXAIX - Volatility Comparison
Grizzly Short Fund (GRZZX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 5.16% and 5.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| GRZZX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.16% | 5.34% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.47% | 9.53% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 18.32% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 16.92% | +2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 96.65% | 18.05% | +78.60% |