KEQU vs. FXAIX
KEQU (Kewaunee Scientific Corporation) 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, KEQU returned 8.06%/yr vs 15.17%/yr for FXAIX. At a 0.12 correlation, their price movements are largely independent.
Performance
KEQU vs. FXAIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KEQU achieves a 1.87% return, which is significantly lower than FXAIX's 10.75% return. Over the past 10 years, KEQU has underperformed FXAIX with an annualized return of 8.06%, while FXAIX has yielded a comparatively higher 15.17% annualized return.
KEQU
- 1D
- 1.06%
- 1M
- 1.34%
- 6M
- -5.69%
- YTD
- 1.87%
- 1Y
- -32.82%
- 3Y*
- 36.85%
- 5Y*
- 23.47%
- 10Y*
- 8.06%
FXAIX
- 1D
- -0.51%
- 1M
- 1.60%
- 6M
- 9.17%
- YTD
- 10.75%
- 1Y
- 21.06%
- 3Y*
- 20.13%
- 5Y*
- 13.33%
- 10Y*
- 15.17%
KEQU vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KEQU Kewaunee Scientific Corporation | 1.87% | -39.53% | 112.83% | 82.26% | 25.59% | 1.57% | -7.04% | -58.34% | 17.53% | 21.56% |
FXAIX Fidelity 500 Index Fund | 10.75% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Correlation
The correlation between KEQU and FXAIX is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since May 4, 2011 | 0.12 |
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
KEQU vs. FXAIX — Risk / Return Rank
KEQU
FXAIX
KEQU vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kewaunee Scientific Corporation (KEQU) 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.
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.
| KEQU | FXAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.53 | ||
| Sortino ratioReturn per unit of downside risk | -3.32 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.31 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.78 | 2.45 | -3.23 |
| Martin ratioReturn relative to average drawdown | -1.04 | 10.75 | -11.79 |
Loading charts...
Drawdowns
KEQU vs. FXAIX - Drawdown Comparison
The maximum KEQU drawdown since its inception was -79.95%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for KEQU and FXAIX.
Loading charts...
Drawdown Indicators
| KEQU | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.95% | -33.79% | -46.16% |
Max Drawdown (1Y)Largest decline over 1 year | -42.41% | -8.89% | -33.52% |
Max Drawdown (3Y)Largest decline over 3 years | -55.36% | -18.76% | -36.60% |
Max Drawdown (5Y)Largest decline over 5 years | -55.36% | -24.50% | -30.86% |
Max Drawdown (10Y)Largest decline over 10 years | -79.95% | -33.79% | -46.16% |
Current DrawdownCurrent decline from peak | -45.30% | -0.86% | -44.44% |
Average DrawdownAverage peak-to-trough decline | -32.29% | -3.78% | -28.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.51% | 2.02% | +29.49% |
Volatility
KEQU vs. FXAIX - Volatility Comparison
Kewaunee Scientific Corporation (KEQU) has a higher volatility of 10.53% compared to Fidelity 500 Index Fund (FXAIX) at 3.26%. This indicates that KEQU'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.
Loading charts...
Volatility by Period
| KEQU | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.53% | 3.26% | +7.27% |
Volatility (6M)Calculated over the trailing 6-month period | 27.43% | 10.00% | +17.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.53% | 12.55% | +28.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.27% | 17.02% | +33.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.07% | 18.05% | +29.02% |
Dividends
KEQU vs. FXAIX - Dividend Comparison
KEQU has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.05%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.05% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
KEQU Kewaunee Scientific Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.24% | 2.17% | 2.21% | 2.29% | 2.81% |
Frequently Asked Questions
KEQU and FXAIX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KEQU has higher volatility (10.53%) compared to FXAIX (3.26%). In terms of maximum drawdown, KEQU dropped -79.95% vs FXAIX's -33.79%.
FXAIX currently has the higher Sharpe Ratio (1.74 vs -0.79), 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.
Find the right allocation for KEQU and FXAIX
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