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LSXMA vs. FBCG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LSXMA and FBCG is 0.25, 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.


-0.50.00.51.00.3

Performance

LSXMA vs. FBCG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Liberty SiriusXM Group (LSXMA) and Fidelity Blue Chip Growth ETF (FBCG). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-4.83%
5.22%
LSXMA
FBCG

Key characteristics

Returns By Period


LSXMA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FBCG

YTD

-0.89%

1M

-3.85%

6M

5.22%

1Y

36.34%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

LSXMA vs. FBCG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LSXMA
The Risk-Adjusted Performance Rank of LSXMA is 3333
Overall Rank
The Sharpe Ratio Rank of LSXMA is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of LSXMA is 2828
Sortino Ratio Rank
The Omega Ratio Rank of LSXMA is 2828
Omega Ratio Rank
The Calmar Ratio Rank of LSXMA is 3636
Calmar Ratio Rank
The Martin Ratio Rank of LSXMA is 3737
Martin Ratio Rank

FBCG
The Risk-Adjusted Performance Rank of FBCG is 7676
Overall Rank
The Sharpe Ratio Rank of FBCG is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of FBCG is 7676
Sortino Ratio Rank
The Omega Ratio Rank of FBCG is 7777
Omega Ratio Rank
The Calmar Ratio Rank of FBCG is 7575
Calmar Ratio Rank
The Martin Ratio Rank of FBCG is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LSXMA vs. FBCG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Liberty SiriusXM Group (LSXMA) and Fidelity Blue Chip Growth ETF (FBCG). 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.


Sharpe ratio
The chart of Sharpe ratio for LSXMA, currently valued at -1.13, compared to the broader market-2.000.002.00-1.131.78
The chart of Sortino ratio for LSXMA, currently valued at -1.52, compared to the broader market-4.00-2.000.002.004.00-1.522.38
The chart of Omega ratio for LSXMA, currently valued at 0.78, compared to the broader market0.501.001.502.000.781.32
The chart of Calmar ratio for LSXMA, currently valued at -0.74, compared to the broader market0.002.004.006.00-0.742.36
The chart of Martin ratio for LSXMA, currently valued at -1.05, compared to the broader market0.0010.0020.00-1.058.79
LSXMA
FBCG


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025
-1.13
1.78
LSXMA
FBCG

Dividends

LSXMA vs. FBCG - Dividend Comparison

LSXMA has not paid dividends to shareholders, while FBCG's dividend yield for the trailing twelve months is around 0.12%.


TTM20242023202220212020
LSXMA
The Liberty SiriusXM Group
0.00%0.00%0.00%0.00%0.00%0.00%
FBCG
Fidelity Blue Chip Growth ETF
0.12%0.12%0.02%0.00%0.00%0.01%

Drawdowns

LSXMA vs. FBCG - Drawdown Comparison


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-28.67%
-4.98%
LSXMA
FBCG

Volatility

LSXMA vs. FBCG - Volatility Comparison

The current volatility for The Liberty SiriusXM Group (LSXMA) is 0.00%, while Fidelity Blue Chip Growth ETF (FBCG) has a volatility of 6.37%. This indicates that LSXMA experiences smaller price fluctuations and is considered to be less risky than FBCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember20250
6.37%
LSXMA
FBCG
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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