OIL.NS vs. FXAIX
Compare and contrast key facts about Oil India Limited (OIL.NS) 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: OIL.NS or FXAIX.
Key characteristics
| OIL.NS | FXAIX | |
|---|---|---|
| YTD Return | 152.78% | 19.32% |
| 1Y Return | 232.88% | 28.37% |
| 3Y Return (Ann) | 79.14% | 10.05% |
| 5Y Return (Ann) | 55.20% | 15.28% |
| 10Y Return (Ann) | 18.30% | 12.99% |
| Sharpe Ratio | 5.12 | 2.24 |
| Daily Std Dev | 47.25% | 12.70% |
| Max Drawdown | -71.23% | -33.79% |
| Current Drawdown | -16.94% | -0.33% |
Correlation
The correlation between OIL.NS and FXAIX is 0.08, 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
OIL.NS vs. FXAIX - Performance Comparison
In the year-to-date period, OIL.NS achieves a 152.78% return, which is significantly higher than FXAIX's 19.32% return. Over the past 10 years, OIL.NS has outperformed FXAIX with an annualized return of 18.30%, while FXAIX has yielded a comparatively lower 12.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
OIL.NS vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oil India Limited (OIL.NS) 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
OIL.NS vs. FXAIX - Dividend Comparison
OIL.NS's dividend yield for the trailing twelve months is around 1.71%, more than FXAIX's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIL.NS Oil India Limited | 1.71% | 5.11% | 7.32% | 4.27% | 9.87% | 6.70% | 5.91% | 3.84% | 3.54% | 5.22% | 3.73% | 6.14% |
FXAIX Fidelity 500 Index Fund | 1.24% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
OIL.NS vs. FXAIX - Drawdown Comparison
The maximum OIL.NS drawdown since its inception was -71.23%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for OIL.NS and FXAIX. For additional features, visit the drawdowns tool.
Volatility
OIL.NS vs. FXAIX - Volatility Comparison
Oil India Limited (OIL.NS) has a higher volatility of 13.02% compared to Fidelity 500 Index Fund (FXAIX) at 3.97%. This indicates that OIL.NS'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.