PortfoliosLab logoPortfoliosLab logo
JNJ vs. FDIVX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JNJ vs. FDIVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Johnson & Johnson (JNJ) and Fidelity Diversified International Fund (FDIVX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, JNJ achieves a 17.68% return, which is significantly higher than FDIVX's 10.84% return. Over the past 10 years, JNJ has outperformed FDIVX with an annualized return of 10.46%, while FDIVX has yielded a comparatively lower 9.68% annualized return.


JNJ

1D
1.07%
1M
5.14%
YTD
17.68%
6M
15.11%
1Y
57.60%
3Y*
17.82%
5Y*
10.94%
10Y*
10.46%

FDIVX

1D
3.97%
1M
0.77%
YTD
10.84%
6M
12.79%
1Y
20.33%
3Y*
16.45%
5Y*
7.25%
10Y*
9.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JNJ vs. FDIVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JNJ
Johnson & Johnson
17.68%47.48%-4.81%-8.58%5.97%11.44%10.82%16.22%-5.13%24.43%
FDIVX
Fidelity Diversified International Fund
10.84%27.75%6.54%17.74%-23.86%12.79%18.91%29.72%-15.31%25.31%

Correlation

The correlation between JNJ and FDIVX is 0.10, 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

0.10

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

0.10

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

0.18

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

0.27

Correlation (All Time)
Calculated using the full available price history since Dec 27, 1991

0.27

The correlation between JNJ and FDIVX shifts across timeframes, from 0.10 (3 years) to 0.27 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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


Return for Risk

JNJ vs. FDIVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JNJ
JNJ Risk / Return Rank: 9696
Overall Rank
JNJ Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
JNJ Sortino Ratio Rank: 9898
Sortino Ratio Rank
JNJ Omega Ratio Rank: 9797
Omega Ratio Rank
JNJ Calmar Ratio Rank: 9393
Calmar Ratio Rank
JNJ Martin Ratio Rank: 9494
Martin Ratio Rank

FDIVX
FDIVX Risk / Return Rank: 3131
Overall Rank
FDIVX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
FDIVX Sortino Ratio Rank: 2828
Sortino Ratio Rank
FDIVX Omega Ratio Rank: 2929
Omega Ratio Rank
FDIVX Calmar Ratio Rank: 3232
Calmar Ratio Rank
FDIVX Martin Ratio Rank: 3737
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.

JNJ vs. FDIVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Johnson & Johnson (JNJ) and Fidelity Diversified International Fund (FDIVX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JNJFDIVXDifference
Sharpe ratioReturn per unit of total volatility

+2.23

Sortino ratioReturn per unit of downside risk

+3.18

Omega ratioGain probability vs. loss probability

1.61

1.22

+0.39

Calmar ratioReturn relative to maximum drawdown

5.28

1.72

+3.56

Martin ratioReturn relative to average drawdown

15.52

6.65

+8.87

JNJ vs. FDIVX - Sharpe Ratio Comparison

The current JNJ Sharpe Ratio is 3.42, which is higher than the FDIVX Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of JNJ and FDIVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

JNJ vs. FDIVX - Drawdown Comparison

The maximum JNJ drawdown since its inception was -50.67%, smaller than the maximum FDIVX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for JNJ and FDIVX.


Loading charts...

Drawdown Indicators


JNJFDIVXDifference

Max Drawdown

Largest peak-to-trough decline

-50.67%

-60.61%

+9.94%

Max Drawdown (1Y)

Largest decline over 1 year

-10.96%

-12.38%

+1.42%

Max Drawdown (3Y)

Largest decline over 3 years

-15.95%

-14.63%

-1.32%

Max Drawdown (5Y)

Largest decline over 5 years

-18.41%

-35.60%

+17.19%

Max Drawdown (10Y)

Largest decline over 10 years

-27.37%

-35.60%

+8.23%

Current Drawdown

Current decline from peak

-2.54%

-0.94%

-1.60%

Average Drawdown

Average peak-to-trough decline

-11.90%

-11.66%

-0.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.72%

3.19%

+0.53%

Volatility

JNJ vs. FDIVX - Volatility Comparison

The current volatility for Johnson & Johnson (JNJ) is 5.47%, while Fidelity Diversified International Fund (FDIVX) has a volatility of 7.46%. This indicates that JNJ experiences smaller price fluctuations and is considered to be less risky than FDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


JNJFDIVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.47%

7.46%

-1.99%

Volatility (6M)

Calculated over the trailing 6-month period

12.16%

15.37%

-3.21%

Volatility (1Y)

Calculated over the trailing 1-year period

16.94%

17.81%

-0.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.87%

17.31%

-0.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.48%

17.05%

+1.43%

Dividends

JNJ vs. FDIVX - Dividend Comparison

JNJ's dividend yield for the trailing twelve months is around 2.18%, less than FDIVX's 9.64% yield.


PositionTTM20252024202320222021202020192018201720162015
FDIVX
Fidelity Diversified International Fund
9.64%10.69%3.93%4.29%1.34%10.59%0.97%1.32%7.32%4.22%1.36%0.46%
JNJ
Johnson & Johnson
2.18%2.48%3.40%3.00%2.52%2.45%2.53%2.57%2.74%2.38%2.73%2.87%

Frequently Asked Questions


JNJ and FDIVX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FDIVX has higher volatility (7.46%) compared to JNJ (5.47%). In terms of maximum drawdown, JNJ dropped -50.67% vs FDIVX's -60.61%.

JNJ currently has the higher Sharpe Ratio (3.42 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for JNJ and FDIVX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer