Correlation
The correlation between III and FXAIX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
III vs. FXAIX
Compare and contrast key facts about Information Services Group, Inc. (III) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: III or FXAIX.
Performance
III vs. FXAIX - Performance Comparison
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Key characteristics
III:
1.39
FXAIX:
0.75
III:
2.37
FXAIX:
1.07
III:
1.28
FXAIX:
1.15
III:
0.87
FXAIX:
0.72
III:
6.20
FXAIX:
2.73
III:
9.35%
FXAIX:
4.85%
III:
39.15%
FXAIX:
19.78%
III:
-88.55%
FXAIX:
-33.79%
III:
-43.85%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, III achieves a 43.05% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, III has underperformed FXAIX with an annualized return of 3.34%, while FXAIX has yielded a comparatively higher 12.68% annualized return.
III
43.05%
24.21%
31.03%
55.93%
-6.14%
25.80%
3.34%
FXAIX
1.34%
5.62%
-1.07%
13.84%
14.51%
16.00%
12.68%
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Risk-Adjusted Performance
III vs. FXAIX — Risk-Adjusted Performance Rank
III
FXAIX
III vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Information Services Group, Inc. (III) 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.
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Dividends
III vs. FXAIX - Dividend Comparison
III's dividend yield for the trailing twelve months is around 3.81%, more than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
III Information Services Group, Inc. | 3.81% | 5.39% | 3.72% | 3.26% | 1.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.87% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
III vs. FXAIX - Drawdown Comparison
The maximum III drawdown since its inception was -88.55%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for III and FXAIX.
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Volatility
III vs. FXAIX - Volatility Comparison
Information Services Group, Inc. (III) has a higher volatility of 18.05% compared to Fidelity 500 Index Fund (FXAIX) at 4.77%. This indicates that III'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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