LRN vs. FXAIX
Compare and contrast key facts about Stride, Inc. (LRN) 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: LRN or FXAIX.
Key characteristics
| LRN | FXAIX | |
|---|---|---|
| YTD Return | 67.80% | 26.20% |
| 1Y Return | 74.74% | 33.96% |
| 3Y Return (Ann) | 40.49% | 10.01% |
| 5Y Return (Ann) | 37.74% | 15.63% |
| 10Y Return (Ann) | 22.89% | 13.22% |
| Sharpe Ratio | 1.47 | 2.81 |
| Sortino Ratio | 3.47 | 3.75 |
| Omega Ratio | 1.43 | 1.53 |
| Calmar Ratio | 2.88 | 4.05 |
| Martin Ratio | 12.38 | 18.33 |
| Ulcer Index | 5.81% | 1.87% |
| Daily Std Dev | 48.78% | 12.16% |
| Max Drawdown | -81.41% | -33.79% |
| Current Drawdown | -3.18% | -0.85% |
Correlation
The correlation between LRN and FXAIX is 0.36, 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
LRN vs. FXAIX - Performance Comparison
In the year-to-date period, LRN achieves a 67.80% return, which is significantly higher than FXAIX's 26.20% return. Over the past 10 years, LRN has outperformed FXAIX with an annualized return of 22.89%, while FXAIX has yielded a comparatively lower 13.22% 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
LRN vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stride, Inc. (LRN) 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
LRN vs. FXAIX - Dividend Comparison
LRN has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LRN Stride, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
LRN vs. FXAIX - Drawdown Comparison
The maximum LRN drawdown since its inception was -81.41%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LRN and FXAIX. For additional features, visit the drawdowns tool.
Volatility
LRN vs. FXAIX - Volatility Comparison
Stride, Inc. (LRN) has a higher volatility of 33.49% compared to Fidelity 500 Index Fund (FXAIX) at 3.80%. This indicates that LRN'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.