LWAY vs. FZROX

In the year-to-date period, LWAY achieves a -10.69% return, which is significantly lower than FZROX's 0.59% return.

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This table presents a comparison of risk-adjusted performance metrics for Lifeway Foods, Inc. (LWAY) and Fidelity ZERO Total Market Index Fund (FZROX). 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.

The current LWAY Sharpe Ratio is 0.66, which is comparable to the FZROX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of LWAY and FZROX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LWAY has not paid dividends to shareholders, while FZROX's dividend yield for the trailing twelve months is around 1.15%.

The maximum LWAY drawdown since its inception was -93.15%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for LWAY and FZROX.

Lifeway Foods, Inc. (LWAY) has a higher volatility of 10.47% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 4.98%. This indicates that LWAY's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.