MSADY vs. FXAIX

In the year-to-date period, MSADY achieves a 4.18% return, which is significantly higher than FXAIX's 1.81% return. Over the past 10 years, MSADY has outperformed FXAIX with an annualized return of 14.00%, while FXAIX has yielded a comparatively lower 12.65% annualized return.

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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.

The current MSADY Sharpe Ratio is 0.41, which is lower than the FXAIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of MSADY and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MSADY has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.54%.

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.

MS&AD Insurance Group Holdings PK (MSADY) has a higher volatility of 6.28% compared to Fidelity 500 Index Fund (FXAIX) at 4.58%. 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.