MSADY vs. FXAIX
Compare and contrast key facts about MS&AD Insurance Group Holdings PK (MSADY) 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: MSADY or FXAIX.
Correlation
The correlation between MSADY and FXAIX is 0.05, 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
MSADY vs. FXAIX - Performance Comparison
Key characteristics
MSADY:
1.48
FXAIX:
2.05
MSADY:
2.37
FXAIX:
2.74
MSADY:
1.30
FXAIX:
1.38
MSADY:
2.93
FXAIX:
3.07
MSADY:
8.69
FXAIX:
13.21
MSADY:
6.67%
FXAIX:
1.97%
MSADY:
39.05%
FXAIX:
12.65%
MSADY:
-59.87%
FXAIX:
-33.79%
MSADY:
-15.17%
FXAIX:
-2.72%
Returns By Period
In the year-to-date period, MSADY achieves a -4.23% return, which is significantly lower than FXAIX's 0.65% return. Over the past 10 years, MSADY has outperformed FXAIX with an annualized return of 16.12%, while FXAIX has yielded a comparatively lower 13.08% annualized return.
MSADY
-4.23%
-8.43%
-15.17%
58.42%
20.01%
16.12%
FXAIX
0.65%
-2.13%
5.74%
26.13%
14.46%
13.08%
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Risk-Adjusted Performance
MSADY vs. FXAIX — Risk-Adjusted Performance Rank
MSADY
FXAIX
MSADY vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MS&AD Insurance Group Holdings PK (MSADY) 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
MSADY vs. FXAIX - Dividend Comparison
MSADY has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSADY MS&AD Insurance Group Holdings PK | 0.00% | 0.00% | 5.76% | 6.80% | 7.06% | 6.99% | 6.06% | 6.35% | 5.31% | 4.62% | 2.90% | 3.20% |
FXAIX Fidelity 500 Index Fund | 1.24% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
MSADY vs. FXAIX - Drawdown Comparison
The maximum MSADY drawdown since its inception was -59.87%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for MSADY and FXAIX. For additional features, visit the drawdowns tool.
Volatility
MSADY vs. FXAIX - Volatility Comparison
MS&AD Insurance Group Holdings PK (MSADY) has a higher volatility of 5.92% compared to Fidelity 500 Index Fund (FXAIX) at 4.47%. This indicates that MSADY'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.