KEQU vs. FXAIX
Compare and contrast key facts about Kewaunee Scientific Corporation (KEQU) 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: KEQU or FXAIX.
Key characteristics
| KEQU | FXAIX | |
|---|---|---|
| YTD Return | 24.18% | 5.67% |
| 1Y Return | 139.39% | 23.72% |
| 3Y Return (Ann) | 46.18% | 7.94% |
| 5Y Return (Ann) | 10.13% | 13.14% |
| 10Y Return (Ann) | 10.42% | 12.46% |
| Sharpe Ratio | 2.72 | 1.91 |
| Daily Std Dev | 51.21% | 11.69% |
| Max Drawdown | -84.67% | -33.79% |
| Current Drawdown | -0.82% | -4.41% |
Correlation
The correlation between KEQU and FXAIX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
KEQU vs. FXAIX - Performance Comparison
In the year-to-date period, KEQU achieves a 24.18% return, which is significantly higher than FXAIX's 5.67% return. Over the past 10 years, KEQU has underperformed FXAIX with an annualized return of 10.42%, while FXAIX has yielded a comparatively higher 12.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KEQU vs. FXAIX - Risk-Adjusted Performance 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.
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 1.39%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KEQU Kewaunee Scientific Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.24% | 2.17% | 2.21% | 2.29% | 2.81% | 2.58% | 2.69% |
FXAIX Fidelity 500 Index Fund | 1.39% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
KEQU vs. FXAIX - Drawdown Comparison
The maximum KEQU drawdown since its inception was -84.67%, 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. For additional features, visit the drawdowns tool.
Volatility
KEQU vs. FXAIX - Volatility Comparison
Kewaunee Scientific Corporation (KEQU) has a higher volatility of 8.30% compared to Fidelity 500 Index Fund (FXAIX) at 3.85%. 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.