INPFX vs. FSRRX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and Fidelity Strategic Real Return Fund (FSRRX).
INPFX is managed by American Funds. It was launched on May 18, 2012. FSRRX is managed by Fidelity. It was launched on Sep 7, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INPFX or FSRRX.
Key characteristics
| INPFX | FSRRX | |
|---|---|---|
| YTD Return | 11.28% | 7.17% |
| 1Y Return | 20.32% | 11.89% |
| 3Y Return (Ann) | 4.03% | 2.80% |
| 5Y Return (Ann) | 6.40% | 5.73% |
| 10Y Return (Ann) | 5.93% | 3.50% |
| Sharpe Ratio | 3.33 | 2.12 |
| Sortino Ratio | 4.88 | 3.21 |
| Omega Ratio | 1.67 | 1.40 |
| Calmar Ratio | 2.55 | 1.29 |
| Martin Ratio | 22.36 | 12.24 |
| Ulcer Index | 0.88% | 0.94% |
| Daily Std Dev | 5.92% | 5.41% |
| Max Drawdown | -21.31% | -33.43% |
| Current Drawdown | -0.15% | -0.66% |
Correlation
The correlation between INPFX and FSRRX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
INPFX vs. FSRRX - Performance Comparison
In the year-to-date period, INPFX achieves a 11.28% return, which is significantly higher than FSRRX's 7.17% return. Over the past 10 years, INPFX has outperformed FSRRX with an annualized return of 5.93%, while FSRRX has yielded a comparatively lower 3.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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INPFX vs. FSRRX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is lower than FSRRX's 0.70% expense ratio.
Risk-Adjusted Performance
INPFX vs. FSRRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and Fidelity Strategic Real Return Fund (FSRRX). 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.
Dividends
INPFX vs. FSRRX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 3.72%, less than FSRRX's 4.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 3.72% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% | 3.71% |
FSRRX Fidelity Strategic Real Return Fund | 4.61% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 3.96% | 2.49% | 2.14% | 1.63% | 2.18% | 2.24% |
Drawdowns
INPFX vs. FSRRX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum FSRRX drawdown of -33.43%. Use the drawdown chart below to compare losses from any high point for INPFX and FSRRX. For additional features, visit the drawdowns tool.
Volatility
INPFX vs. FSRRX - Volatility Comparison
American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and Fidelity Strategic Real Return Fund (FSRRX) have volatilities of 1.48% and 1.41%, 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.