LRN vs. FXAIX
LRN (Stride, Inc.) 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, LRN returned 20.28%/yr vs 15.00%/yr for FXAIX. Their 0.35 correlation means their historical movements had little consistent relationship.
Performance
LRN vs. FXAIX - Performance Comparison
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Returns By Period
In the year-to-date period, LRN achieves a 23.66% return, which is significantly higher than FXAIX's 9.35% return. Over the past 10 years, LRN has outperformed FXAIX with an annualized return of 20.28%, while FXAIX has yielded a comparatively lower 15.00% annualized return.
LRN
- 1D
- -3.35%
- 1M
- -11.22%
- 6M
- -5.09%
- YTD
- 23.66%
- 1Y
- -37.88%
- 3Y*
- 27.37%
- 5Y*
- 21.23%
- 10Y*
- 20.28%
- ALL TIME*
- 7.33%
FXAIX
- 1D
- 1.66%
- 1M
- -0.56%
- 6M
- 7.79%
- YTD
- 9.35%
- 1Y
- 20.63%
- 3Y*
- 19.03%
- 5Y*
- 12.68%
- 10Y*
- 15.00%
- ALL TIME*
- 13.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
LRN Stride, Inc. | $85.91M | $73.02M | $72.52M |
LRN vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LRN Stride, Inc. | 23.66% | -37.53% | 75.05% | 89.80% | -6.15% | 56.99% | 4.32% | -17.91% | 55.91% | -7.34% |
FXAIX Fidelity 500 Index Fund | 9.35% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Correlation
The correlation between LRN and FXAIX is 0.14, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.14 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.27 |
Correlation (All Time) Calculated using the full available price history since May 4, 2011 | 0.35 |
Over the past year, the correlation between LRN and FXAIX has dropped to 0.14 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.
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Return for Risk
LRN vs. FXAIX — Risk / Return Rank
LRN
FXAIX
LRN vs. FXAIX - Risk-Adjusted Trends 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.
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.
| LRN | FXAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.19 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.26 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 2.06 | -2.65 |
| Martin ratioReturn relative to average drawdown | -0.82 | 8.86 | -9.69 |
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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.
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Drawdown Indicators
| LRN | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.41% | -33.79% | -47.62% |
Max Drawdown (1Y)Largest decline over 1 year | -64.07% | -8.89% | -55.18% |
Max Drawdown (3Y)Largest decline over 3 years | -64.07% | -18.76% | -45.31% |
Max Drawdown (5Y)Largest decline over 5 years | -64.07% | -24.50% | -39.57% |
Max Drawdown (10Y)Largest decline over 10 years | -64.07% | -33.79% | -30.28% |
Current DrawdownCurrent decline from peak | -52.72% | -2.11% | -50.61% |
Average DrawdownAverage peak-to-trough decline | -36.36% | -3.77% | -32.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 45.54% | 2.07% | +43.47% |
Volatility
LRN vs. FXAIX - Volatility Comparison
Stride, Inc. (LRN) has a higher volatility of 21.03% compared to Fidelity 500 Index Fund (FXAIX) at 3.44%. 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.
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Volatility by Period
| LRN | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.03% | 3.44% | +17.59% |
Volatility (6M)Calculated over the trailing 6-month period | 32.25% | 10.09% | +22.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 70.91% | 12.86% | +58.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.90% | 17.03% | +34.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.67% | 18.07% | +31.60% |
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 1.07%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.07% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
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% |
Frequently Asked Questions
LRN and FXAIX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LRN has higher volatility (21.03%) compared to FXAIX (3.44%). In terms of maximum drawdown, LRN dropped -81.41% vs FXAIX's -33.79%.
FXAIX currently has the higher Sharpe Ratio (1.43 vs -0.53), 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.
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