ONERX vs. FSMDX
Compare and contrast key facts about One Rock Fund (ONERX) and Fidelity Mid Cap Index Fund (FSMDX).
ONERX is managed by Wrona Investment Management. It was launched on Mar 6, 2020. FSMDX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ONERX or FSMDX.
Correlation
The correlation between ONERX and FSMDX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ONERX vs. FSMDX - Performance Comparison
Key characteristics
ONERX:
-0.02
FSMDX:
0.43
ONERX:
0.29
FSMDX:
0.74
ONERX:
1.04
FSMDX:
1.10
ONERX:
-0.02
FSMDX:
0.38
ONERX:
-0.05
FSMDX:
1.32
ONERX:
18.97%
FSMDX:
6.38%
ONERX:
46.81%
FSMDX:
19.42%
ONERX:
-61.85%
FSMDX:
-40.35%
ONERX:
-32.89%
FSMDX:
-10.32%
Returns By Period
In the year-to-date period, ONERX achieves a -9.50% return, which is significantly lower than FSMDX's -2.37% return.
ONERX
-9.50%
7.74%
-14.84%
0.84%
10.24%
N/A
FSMDX
-2.37%
-0.54%
-2.28%
7.60%
13.12%
7.85%
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ONERX vs. FSMDX - Expense Ratio Comparison
ONERX has a 1.75% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Risk-Adjusted Performance
ONERX vs. FSMDX — Risk-Adjusted Performance Rank
ONERX
FSMDX
ONERX vs. FSMDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for One Rock Fund (ONERX) and Fidelity Mid Cap Index Fund (FSMDX). 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
ONERX vs. FSMDX - Dividend Comparison
ONERX's dividend yield for the trailing twelve months is around 27.50%, more than FSMDX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONERX One Rock Fund | 27.50% | 24.89% | 0.00% | 10.57% | 19.44% | 18.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSMDX Fidelity Mid Cap Index Fund | 1.20% | 1.17% | 1.39% | 1.59% | 1.10% | 1.37% | 1.42% | 1.85% | 1.32% | 1.35% | 2.29% | 3.82% |
Drawdowns
ONERX vs. FSMDX - Drawdown Comparison
The maximum ONERX drawdown since its inception was -61.85%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for ONERX and FSMDX. For additional features, visit the drawdowns tool.
Volatility
ONERX vs. FSMDX - Volatility Comparison
One Rock Fund (ONERX) has a higher volatility of 22.65% compared to Fidelity Mid Cap Index Fund (FSMDX) at 13.92%. This indicates that ONERX's price experiences larger fluctuations and is considered to be riskier than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.