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IXI.L vs. FXAIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IXI.L vs. FXAIX

Last updated Jun 6, 2026

IXI.L (IXICO plc) is a stock, while FXAIX (Fidelity 500 Index Fund) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, IXI.L returned -13.76%/yr vs 16.43%/yr for FXAIX. At a 0.03 correlation, their price movements are largely independent.

Performance

IXI.L vs. FXAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in IXICO plc (IXI.L) and Fidelity 500 Index Fund (FXAIX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IXI.L is traded in GBp, while FXAIX is traded in USD. To make them comparable, the FXAIX values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, IXI.L achieves a -26.38% return, which is significantly lower than FXAIX's 11.77% return. Over the past 10 years, IXI.L has underperformed FXAIX with an annualized return of -13.76%, while FXAIX has yielded a comparatively higher 16.43% annualized return.

IXI.L

1D
0.00%
1M
25.73%
YTD
-26.38%
6M
-19.53%
1Y
-23.11%
3Y*
-22.03%
5Y*
-37.33%
10Y*
-13.76%

FXAIX

1D
0.39%
1M
4.41%
YTD
11.77%
6M
10.27%
1Y
30.67%
3Y*
19.61%
5Y*
15.23%
10Y*
16.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IXI.L vs. FXAIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IXI.L
IXICO plc		-26.38%-0.00%-6.00%-50.98%-57.50%-41.46%13.26%285.11%-35.62%15.87%
FXAIX
Fidelity 500 Index Fund		11.77%9.45%27.20%19.98%-8.40%29.93%14.94%26.48%1.24%11.28%

Correlation

The correlation between IXI.L and FXAIX is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

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

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.05

Correlation (10Y)
Calculated over the trailing 10-year period

0.04

Correlation (All Time)
Calculated using the full available price history since May 5, 2011

0.03

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

IXICO plc

Fidelity 500 Index Fund

Often compared with IXI.L:
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Often compared with FXAIX:
FXAIX vs. VOOFXAIX vs. SPYFXAIX vs. FZROXFXAIX vs. FSKAXFXAIX vs. FNILXFXAIX vs. FSPGXFXAIX vs. FCNTX

Return for Risk

IXI.L vs. FXAIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IXI.L
IXI.L Risk / Return Rank: 2424
Overall Rank
IXI.L Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
IXI.L Sortino Ratio Rank: 2323
Sortino Ratio Rank
IXI.L Omega Ratio Rank: 2020
Omega Ratio Rank
IXI.L Calmar Ratio Rank: 2727
Calmar Ratio Rank
IXI.L Martin Ratio Rank: 2626
Martin Ratio Rank
FXAIX
FXAIX Risk / Return Rank: 7373
Overall Rank
FXAIX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
FXAIX Sortino Ratio Rank: 6666
Sortino Ratio Rank
FXAIX Omega Ratio Rank: 6767
Omega Ratio Rank
FXAIX Calmar Ratio Rank: 7474
Calmar Ratio Rank
FXAIX Martin Ratio Rank: 8484
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.

IXI.L vs. FXAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IXICO plc (IXI.L) 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.

IXI.LFXAIXDifference
Sharpe ratioReturn per unit of total volatility
-0.42
2.60

-3.02

Sortino ratioReturn per unit of downside risk
-0.35
3.37

-3.72

Omega ratioGain probability vs. loss probability

0.93

1.49

-0.55

Calmar ratioReturn relative to maximum drawdown

-0.44

3.96

-4.40

Martin ratioReturn relative to average drawdown

-0.81

15.30

-16.11

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IXI.L vs. FXAIX - Sharpe Ratio Comparison

The current IXI.L Sharpe Ratio is -0.42, which is lower than the FXAIX Sharpe Ratio of 2.60. The chart below compares the historical Sharpe Ratios of IXI.L 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

IXI.LFXAIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.42

2.60

-3.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.73

0.96

-1.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.25

0.91

-1.15

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.32

0.91

-1.23

Drawdowns

IXI.L vs. FXAIX - Drawdown Comparison

The maximum IXI.L drawdown since its inception was -99.72%, which is greater than FXAIX's maximum drawdown of -25.86%. Use the drawdown chart below to compare losses from any high point for IXI.L and FXAIX.

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Drawdown Indicators

IXI.LFXAIXDifference

Max Drawdown

Largest peak-to-trough decline

-99.72%

-25.86%

-73.86%

Max Drawdown (1Y)

Largest decline over 1 year

-52.64%

-7.54%

-45.10%

Max Drawdown (3Y)

Largest decline over 3 years

-68.23%

-21.91%

-46.32%

Max Drawdown (5Y)

Largest decline over 5 years

-92.79%

-21.91%

-70.88%

Max Drawdown (10Y)

Largest decline over 10 years

-94.78%

-25.86%

-68.92%

Current Drawdown

Current decline from peak

-99.62%

0.00%

-99.62%

Average Drawdown

Average peak-to-trough decline

-88.61%

-3.37%

-85.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.66%

1.95%

+26.71%

Volatility

IXI.L vs. FXAIX - Volatility Comparison

IXICO plc (IXI.L) has a higher volatility of 25.18% compared to Fidelity 500 Index Fund (FXAIX) at 2.59%. This indicates that IXI.L'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

IXI.LFXAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.18%

2.59%

+22.59%

Volatility (6M)

Calculated over the trailing 6-month period

38.42%

8.19%

+30.23%

Volatility (1Y)

Calculated over the trailing 1-year period

55.30%

11.51%

+43.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.80%

15.88%

+34.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

55.91%

18.16%

+37.75%

Dividends

IXI.L vs. FXAIX - Dividend Comparison

IXI.L 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%
IXI.L
IXICO plc		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

IXI.L and FXAIX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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