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HWH vs. FXAIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HWH vs. FXAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HWH International Inc (HWH) and Fidelity 500 Index Fund (FXAIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HWH achieves a -31.54% return, which is significantly lower than FXAIX's 11.71% return.


HWH

1D
-0.97%
1M
-2.86%
YTD
-31.54%
6M
-45.74%
1Y
-17.74%
3Y*
5Y*
10Y*

FXAIX

1D
0.13%
1M
5.80%
YTD
11.71%
6M
11.74%
1Y
28.99%
3Y*
22.75%
5Y*
14.28%
10Y*
15.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HWH vs. FXAIX - Yearly Performance Comparison


2026 (YTD)20252024
HWH
HWH International Inc
-31.54%-53.79%-83.12%
FXAIX
Fidelity 500 Index Fund
11.71%17.84%25.15%

Correlation

The correlation between HWH and FXAIX is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

Correlation (All Time)
Calculated using the full available price history since Jan 9, 2024

0.11

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Return for Risk

HWH vs. FXAIX — Risk / Return Rank

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

HWH
HWH Risk / Return Rank: 5252
Overall Rank
HWH Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
HWH Sortino Ratio Rank: 7676
Sortino Ratio Rank
HWH Omega Ratio Rank: 7777
Omega Ratio Rank
HWH Calmar Ratio Rank: 3434
Calmar Ratio Rank
HWH Martin Ratio Rank: 3636
Martin Ratio Rank

FXAIX
FXAIX Risk / Return Rank: 7373
Overall Rank
FXAIX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FXAIX Sortino Ratio Rank: 6767
Sortino Ratio Rank
FXAIX Omega Ratio Rank: 6767
Omega Ratio Rank
FXAIX Calmar Ratio Rank: 7474
Calmar Ratio Rank
FXAIX Martin Ratio Rank: 8383
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.

HWH vs. FXAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HWH International Inc (HWH) 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.


HWHFXAIXDifference
Sharpe ratioReturn per unit of total volatility

-2.59

Sortino ratioReturn per unit of downside risk

-1.40

Omega ratioGain probability vs. loss probability

1.28

1.46

-0.18

Calmar ratioReturn relative to maximum drawdown

-0.21

3.36

-3.57

Martin ratioReturn relative to average drawdown

-0.28

15.70

-15.98

HWH vs. FXAIX - Sharpe Ratio Comparison

The current HWH Sharpe Ratio is -0.07, which is lower than the FXAIX Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of HWH and FXAIX, 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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Sharpe Ratios by Period


HWHFXAIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.07

2.52

-2.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.85

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.32

0.82

-1.14

Drawdowns

HWH vs. FXAIX - Drawdown Comparison

The maximum HWH drawdown since its inception was -95.18%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for HWH and FXAIX.


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Drawdown Indicators


HWHFXAIXDifference

Max Drawdown

Largest peak-to-trough decline

-95.18%

-33.79%

-61.39%

Max Drawdown (1Y)

Largest decline over 1 year

-85.16%

-8.89%

-76.27%

Max Drawdown (3Y)

Largest decline over 3 years

-18.76%

Max Drawdown (5Y)

Largest decline over 5 years

-24.50%

Max Drawdown (10Y)

Largest decline over 10 years

-33.79%

Current Drawdown

Current decline from peak

-94.66%

0.00%

-94.66%

Average Drawdown

Average peak-to-trough decline

-83.96%

-3.79%

-80.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

63.32%

1.90%

+61.42%

Volatility

HWH vs. FXAIX - Volatility Comparison

HWH International Inc (HWH) has a higher volatility of 9.51% compared to Fidelity 500 Index Fund (FXAIX) at 2.83%. This indicates that HWH'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.


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Volatility by Period


HWHFXAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.51%

2.83%

+6.68%

Volatility (6M)

Calculated over the trailing 6-month period

82.98%

8.97%

+74.01%

Volatility (1Y)

Calculated over the trailing 1-year period

256.68%

11.86%

+244.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

221.71%

16.91%

+204.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

221.71%

18.07%

+203.64%

Dividends

HWH vs. FXAIX - Dividend Comparison

HWH has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.03%.


PositionTTM20252024202320222021202020192018201720162015
FXAIX
Fidelity 500 Index Fund
1.03%1.11%1.25%1.45%1.69%1.22%1.60%2.06%2.72%1.97%2.52%2.83%
HWH
HWH International Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


HWH and FXAIX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HWH has higher volatility (9.51%) compared to FXAIX (2.83%). In terms of maximum drawdown, HWH dropped -95.18% vs FXAIX's -33.79%.

FXAIX currently has the higher Sharpe Ratio (2.52 vs -0.07), 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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