IRONX vs. FASGX
Compare and contrast key facts about Ironclad Managed Risk Fund (IRONX) and Fidelity Asset Manager 70% Fund (FASGX).
IRONX is managed by BlackRock. It was launched on Oct 14, 2010. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
IRONX vs. FASGX - Performance Comparison
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IRONX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRONX Ironclad Managed Risk Fund | -4.38% | 10.57% | 14.78% | 10.61% | 0.26% | 13.24% | 5.91% | 458.33% | 1.99% | 3.33% |
FASGX Fidelity Asset Manager 70% Fund | -2.99% | 18.23% | 10.81% | 16.45% | -16.83% | 13.98% | 17.19% | 22.81% | -7.65% | 17.34% |
Returns By Period
In the year-to-date period, IRONX achieves a -4.38% return, which is significantly lower than FASGX's -2.99% return. Over the past 10 years, IRONX has outperformed FASGX with an annualized return of 25.71%, while FASGX has yielded a comparatively lower 8.70% annualized return.
IRONX
- 1D
- 0.08%
- 1M
- -4.52%
- YTD
- -4.38%
- 6M
- -3.46%
- 1Y
- 7.13%
- 3Y*
- 9.45%
- 5Y*
- 8.38%
- 10Y*
- 25.71%
FASGX
- 1D
- -0.24%
- 1M
- -7.42%
- YTD
- -2.99%
- 6M
- -0.12%
- 1Y
- 15.54%
- 3Y*
- 11.72%
- 5Y*
- 6.38%
- 10Y*
- 8.70%
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IRONX vs. FASGX - Expense Ratio Comparison
IRONX has a 1.25% expense ratio, which is higher than FASGX's 0.67% expense ratio.
Return for Risk
IRONX vs. FASGX — Risk / Return Rank
IRONX
FASGX
IRONX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ironclad Managed Risk Fund (IRONX) and Fidelity Asset Manager 70% Fund (FASGX). 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.
| IRONX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.21 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.73 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.26 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.55 | -0.85 |
Martin ratioReturn relative to average drawdown | 3.08 | 6.89 | -3.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IRONX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.21 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.53 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.70 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.60 | -0.04 |
Correlation
The correlation between IRONX and FASGX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IRONX vs. FASGX - Dividend Comparison
IRONX's dividend yield for the trailing twelve months is around 0.06%, less than FASGX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRONX Ironclad Managed Risk Fund | 0.06% | 0.06% | 0.19% | 5.17% | 2.97% | 13.84% | 4.16% | 121.75% | 8.85% | 9.93% | 1.42% | 0.38% |
FASGX Fidelity Asset Manager 70% Fund | 7.56% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
IRONX vs. FASGX - Drawdown Comparison
The maximum IRONX drawdown since its inception was -13.71%, smaller than the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for IRONX and FASGX.
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Drawdown Indicators
| IRONX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.71% | -47.35% | +33.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -9.07% | +0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -11.68% | -23.54% | +11.86% |
Max Drawdown (10Y)Largest decline over 10 years | -13.71% | -27.20% | +13.49% |
Current DrawdownCurrent decline from peak | -5.92% | -7.95% | +2.03% |
Average DrawdownAverage peak-to-trough decline | -1.79% | -6.74% | +4.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.04% | -0.07% |
Volatility
IRONX vs. FASGX - Volatility Comparison
The current volatility for Ironclad Managed Risk Fund (IRONX) is 2.59%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 4.57%. This indicates that IRONX experiences smaller price fluctuations and is considered to be less risky than FASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRONX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.59% | 4.57% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 6.40% | 7.78% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.62% | 12.82% | -1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.40% | 12.14% | -2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.74% | 12.56% | +28.18% |