KMB vs. FXAIX
Compare and contrast key facts about Kimberly-Clark Corporation (KMB) and Fidelity 500 Index Fund (FXAIX).
FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
KMB vs. FXAIX - Performance Comparison
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KMB vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KMB Kimberly-Clark Corporation | -3.20% | -19.86% | 11.79% | -7.08% | -1.58% | 9.66% | 0.95% | 24.57% | -2.06% | 9.04% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, KMB achieves a -3.20% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, KMB has underperformed FXAIX with an annualized return of 0.01%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
KMB
- 1D
- 0.12%
- 1M
- -12.36%
- YTD
- -3.20%
- 6M
- -20.50%
- 1Y
- -29.15%
- 3Y*
- -6.89%
- 5Y*
- -3.23%
- 10Y*
- 0.01%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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Return for Risk
KMB vs. FXAIX — Risk / Return Rank
KMB
FXAIX
KMB vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kimberly-Clark Corporation (KMB) 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.
| KMB | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.17 | 0.84 | -2.01 |
Sortino ratioReturn per unit of downside risk | -1.49 | 1.30 | -2.79 |
Omega ratioGain probability vs. loss probability | 0.78 | 1.20 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | -0.92 | 1.05 | -1.98 |
Martin ratioReturn relative to average drawdown | -1.50 | 5.13 | -6.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KMB | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.17 | 0.84 | -2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.68 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.77 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.75 | -0.29 |
Correlation
The correlation between KMB and FXAIX is 0.35, 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.
Dividends
KMB vs. FXAIX - Dividend Comparison
KMB's dividend yield for the trailing twelve months is around 5.25%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KMB Kimberly-Clark Corporation | 5.25% | 5.00% | 3.72% | 3.88% | 3.42% | 3.19% | 3.17% | 3.00% | 3.51% | 3.22% | 3.22% | 2.77% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
KMB vs. FXAIX - Drawdown Comparison
The maximum KMB drawdown since its inception was -36.97%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for KMB and FXAIX.
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Drawdown Indicators
| KMB | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.97% | -33.79% | -3.18% |
Max Drawdown (1Y)Largest decline over 1 year | -30.70% | -12.13% | -18.57% |
Max Drawdown (5Y)Largest decline over 5 years | -31.73% | -24.50% | -7.23% |
Max Drawdown (10Y)Largest decline over 10 years | -31.73% | -33.79% | +2.06% |
Current DrawdownCurrent decline from peak | -31.64% | -8.89% | -22.75% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -3.83% | -4.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.99% | 2.50% | +16.49% |
Volatility
KMB vs. FXAIX - Volatility Comparison
Kimberly-Clark Corporation (KMB) has a higher volatility of 6.74% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that KMB'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
| KMB | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 4.24% | +2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 21.02% | 9.08% | +11.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.96% | 18.13% | +6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.79% | 16.88% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.83% | 18.03% | +2.80% |