IRT vs. FXAIX
Compare and contrast key facts about Independence Realty Trust, Inc. (IRT) 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: IRT or FXAIX.
Correlation
The correlation between IRT and FXAIX is 0.42, 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
IRT vs. FXAIX - Performance Comparison
Key characteristics
IRT:
1.69
FXAIX:
1.87
IRT:
2.37
FXAIX:
2.52
IRT:
1.29
FXAIX:
1.34
IRT:
0.84
FXAIX:
2.83
IRT:
6.97
FXAIX:
11.72
IRT:
5.47%
FXAIX:
2.04%
IRT:
22.50%
FXAIX:
12.76%
IRT:
-56.46%
FXAIX:
-33.79%
IRT:
-18.71%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, IRT achieves a 4.59% return, which is significantly higher than FXAIX's 4.19% return. Over the past 10 years, IRT has outperformed FXAIX with an annualized return of 14.62%, while FXAIX has yielded a comparatively lower 13.09% annualized return.
IRT
4.59%
8.30%
6.75%
39.79%
9.96%
14.62%
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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Risk-Adjusted Performance
IRT vs. FXAIX — Risk-Adjusted Performance Rank
IRT
FXAIX
IRT vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Independence Realty Trust, Inc. (IRT) 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.
Dividends
IRT vs. FXAIX - Dividend Comparison
IRT's dividend yield for the trailing twelve months is around 3.08%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRT Independence Realty Trust, Inc. | 3.08% | 3.23% | 4.05% | 3.20% | 1.86% | 4.02% | 5.11% | 7.84% | 7.14% | 8.07% | 9.59% | 7.73% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
IRT vs. FXAIX - Drawdown Comparison
The maximum IRT drawdown since its inception was -56.46%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for IRT and FXAIX. For additional features, visit the drawdowns tool.
Volatility
IRT vs. FXAIX - Volatility Comparison
Independence Realty Trust, Inc. (IRT) has a higher volatility of 5.28% compared to Fidelity 500 Index Fund (FXAIX) at 3.00%. This indicates that IRT'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.