Correlation
The correlation between OSTIX and FADMX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
OSTIX vs. FADMX
Compare and contrast key facts about Osterweis Strategic Income Fund (OSTIX) and Fidelity Strategic Income Fund (FADMX).
OSTIX is managed by Osterweis. It was launched on Aug 30, 2002. FADMX is managed by Fidelity. It was launched on Oct 31, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSTIX or FADMX.
Performance
OSTIX vs. FADMX - Performance Comparison
Loading data...
Key characteristics
OSTIX:
3.30
FADMX:
1.69
OSTIX:
4.57
FADMX:
2.58
OSTIX:
1.93
FADMX:
1.33
OSTIX:
2.88
FADMX:
2.30
OSTIX:
15.60
FADMX:
6.77
OSTIX:
0.43%
FADMX:
0.99%
OSTIX:
2.07%
FADMX:
3.83%
OSTIX:
-11.57%
FADMX:
-15.84%
OSTIX:
0.00%
FADMX:
-0.17%
Returns By Period
The year-to-date returns for both investments are quite close, with OSTIX having a 1.80% return and FADMX slightly higher at 1.83%.
OSTIX
1.80%
1.14%
2.25%
6.78%
6.87%
6.56%
4.61%
FADMX
1.83%
1.02%
1.06%
6.50%
4.52%
3.77%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OSTIX vs. FADMX - Expense Ratio Comparison
OSTIX has a 0.84% expense ratio, which is higher than FADMX's 0.66% expense ratio.
Risk-Adjusted Performance
OSTIX vs. FADMX — Risk-Adjusted Performance Rank
OSTIX
FADMX
OSTIX vs. FADMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Osterweis Strategic Income Fund (OSTIX) and Fidelity Strategic Income Fund (FADMX). 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.
Loading data...
Dividends
OSTIX vs. FADMX - Dividend Comparison
OSTIX's dividend yield for the trailing twelve months is around 5.93%, more than FADMX's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSTIX Osterweis Strategic Income Fund | 5.93% | 5.25% | 5.71% | 4.71% | 4.03% | 3.85% | 4.74% | 4.66% | 4.58% | 5.24% | 5.98% | 5.30% |
FADMX Fidelity Strategic Income Fund | 4.11% | 4.21% | 4.32% | 3.80% | 4.65% | 4.57% | 4.34% | 2.61% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OSTIX vs. FADMX - Drawdown Comparison
The maximum OSTIX drawdown since its inception was -11.57%, smaller than the maximum FADMX drawdown of -15.84%. Use the drawdown chart below to compare losses from any high point for OSTIX and FADMX.
Loading data...
Volatility
OSTIX vs. FADMX - Volatility Comparison
The current volatility for Osterweis Strategic Income Fund (OSTIX) is 0.73%, while Fidelity Strategic Income Fund (FADMX) has a volatility of 0.94%. This indicates that OSTIX experiences smaller price fluctuations and is considered to be less risky than FADMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...