LWAY vs. FZROX
LWAY (Lifeway Foods, Inc.) is a stock, while FZROX (Fidelity ZERO Total Market Index Fund) is Large Cap Blend Equities fund managed by Fidelity. Over the past 5 years, LWAY returned 41.96%/yr vs 12.16%/yr for FZROX. At a 0.22 correlation, their price movements are largely independent.
Performance
LWAY vs. FZROX - Performance Comparison
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Returns By Period
In the year-to-date period, LWAY achieves a 22.78% return, which is significantly higher than FZROX's 8.88% return.
LWAY
- 1D
- 3.98%
- 1M
- 18.20%
- YTD
- 22.78%
- 6M
- 23.96%
- 1Y
- 21.53%
- 3Y*
- 62.17%
- 5Y*
- 41.96%
- 10Y*
- 12.66%
FZROX
- 1D
- -1.38%
- 1M
- -0.77%
- YTD
- 8.88%
- 6M
- 7.43%
- 1Y
- 22.88%
- 3Y*
- 20.75%
- 5Y*
- 12.16%
- 10Y*
- —
LWAY vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LWAY Lifeway Foods, Inc. | 22.78% | -2.30% | 84.94% | 141.62% | 20.65% | -14.97% | 171.86% | 5.85% | -47.78% |
FZROX Fidelity ZERO Total Market Index Fund | 8.88% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Correlation
The correlation between LWAY and FZROX is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Aug 16, 2018 | 0.22 |
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Return for Risk
LWAY vs. FZROX — Risk / Return Rank
LWAY
FZROX
LWAY vs. FZROX - Risk-Adjusted Trends Comparison
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.
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.
| LWAY | FZROX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.34 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.46 | 2.74 | -2.29 |
| Martin ratioReturn relative to average drawdown | 0.81 | 12.23 | -11.42 |
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Drawdowns
LWAY vs. FZROX - Drawdown Comparison
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.
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Drawdown Indicators
| LWAY | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.15% | -34.96% | -58.19% |
Max Drawdown (1Y)Largest decline over 1 year | -47.37% | -8.89% | -38.48% |
Max Drawdown (3Y)Largest decline over 3 years | -60.45% | -19.38% | -41.07% |
Max Drawdown (5Y)Largest decline over 5 years | -60.45% | -25.12% | -35.33% |
Max Drawdown (10Y)Largest decline over 10 years | -91.85% | — | — |
Current DrawdownCurrent decline from peak | -12.03% | -2.79% | -9.24% |
Average DrawdownAverage peak-to-trough decline | -44.07% | -5.48% | -38.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.63% | 1.99% | +24.64% |
Volatility
LWAY vs. FZROX - Volatility Comparison
Lifeway Foods, Inc. (LWAY) has a higher volatility of 12.50% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 5.03%. 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.
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Volatility by Period
| LWAY | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.50% | 5.03% | +7.47% |
Volatility (6M)Calculated over the trailing 6-month period | 31.77% | 10.18% | +21.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.33% | 12.94% | +32.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 66.92% | 17.54% | +49.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 68.60% | 20.13% | +48.47% |
Dividends
LWAY vs. FZROX - Dividend Comparison
LWAY has not paid dividends to shareholders, while FZROX's dividend yield for the trailing twelve months is around 0.94%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
FZROX Fidelity ZERO Total Market Index Fund | 0.94% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% |
LWAY Lifeway Foods, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LWAY and FZROX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LWAY has higher volatility (12.50%) compared to FZROX (5.03%). In terms of maximum drawdown, LWAY dropped -93.15% vs FZROX's -34.96%.
FZROX currently has the higher Sharpe Ratio (1.89 vs 0.48), 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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