PHIN vs. FBGRX

In the year-to-date period, PHIN achieves a -9.41% return, which is significantly lower than FBGRX's -3.61% return.

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This table presents a comparison of risk-adjusted performance metrics for PHINIA Inc. (PHIN) and Fidelity Blue Chip Growth Fund (FBGRX). 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 PHIN Sharpe Ratio is -0.04, which is lower than the FBGRX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of PHIN and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHIN's dividend yield for the trailing twelve months is around 1.77%, less than FBGRX's 6.17% yield.

The maximum PHIN drawdown since its inception was -34.71%, smaller than the maximum FBGRX drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for PHIN and FBGRX.

PHINIA Inc. (PHIN) has a higher volatility of 8.71% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.52%. This indicates that PHIN's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.