OGS vs. FXAIX

In the year-to-date period, OGS achieves a 14.43% return, which is significantly higher than FXAIX's -6.41% return. Over the past 10 years, OGS has underperformed FXAIX with an annualized return of 9.53%, while FXAIX has yielded a comparatively higher 11.85% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for ONE Gas, Inc. (OGS) 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 OGS Sharpe Ratio is 1.26, which is higher than the FXAIX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of OGS 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.

OGS's dividend yield for the trailing twelve months is around 3.38%, more than FXAIX's 1.36% yield.

The maximum OGS drawdown since its inception was -33.50%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for OGS and FXAIX. For additional features, visit the drawdowns tool.

The current volatility for ONE Gas, Inc. (OGS) is 6.65%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.39%. This indicates that OGS experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.