POAHY vs. FCPGX
POAHY (Porsche Automobile Holding SE) is a stock, while FCPGX (Fidelity Small Cap Growth Fund) is Small Cap Growth Equities fund managed by Fidelity. Over the past 10 years, POAHY returned -0.20%/yr vs 14.39%/yr for FCPGX. Their 0.44 correlation means their historical movements had little consistent relationship.
Performance
POAHY vs. FCPGX - Performance Comparison
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Returns By Period
In the year-to-date period, POAHY achieves a -25.18% return, which is significantly lower than FCPGX's 20.94% return. Over the past 10 years, POAHY has underperformed FCPGX with an annualized return of -0.20%, while FCPGX has yielded a comparatively higher 14.39% annualized return.
POAHY
- 1D
- -2.40%
- 1M
- 3.82%
- 6M
- -18.82%
- YTD
- -25.18%
- 1Y
- -12.86%
- 3Y*
- -12.96%
- 5Y*
- -17.28%
- 10Y*
- -0.20%
- ALL TIME*
- 0.22%
FCPGX
- 1D
- 2.52%
- 1M
- -3.07%
- 6M
- 16.38%
- YTD
- 20.94%
- 1Y
- 36.65%
- 3Y*
- 18.73%
- 5Y*
- 7.92%
- 10Y*
- 14.39%
- ALL TIME*
- 12.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $1.89M | $2.08M | $1.69M |
POAHY vs. FCPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POAHY Porsche Automobile Holding SE | -25.18% | 31.31% | -22.82% | -1.56% | -40.49% | 37.28% | -0.64% | 29.94% | -29.01% | 59.95% |
FCPGX Fidelity Small Cap Growth Fund | 20.94% | 11.20% | 20.56% | 19.02% | -25.34% | 10.50% | 36.41% | 36.31% | -4.57% | 28.99% |
Correlation
The correlation between POAHY and FCPGX is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.42 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2009 | 0.44 |
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Return for Risk
POAHY vs. FCPGX — Risk / Return Rank
POAHY
FCPGX
POAHY vs. FCPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Porsche Automobile Holding SE (POAHY) and Fidelity Small Cap Growth Fund (FCPGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POAHY | FCPGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.69 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.25 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.41 | 2.50 | -2.91 |
| Martin ratioReturn relative to average drawdown | -0.76 | 9.38 | -10.14 |
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Drawdowns
POAHY vs. FCPGX - Drawdown Comparison
The maximum POAHY drawdown since its inception was -67.86%, which is greater than FCPGX's maximum drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for POAHY and FCPGX.
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Drawdown Indicators
| POAHY | FCPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.86% | -59.11% | -8.75% |
Max Drawdown (1Y)Largest decline over 1 year | -33.29% | -13.12% | -20.17% |
Max Drawdown (3Y)Largest decline over 3 years | -37.68% | -28.69% | -8.99% |
Max Drawdown (5Y)Largest decline over 5 years | -64.30% | -39.04% | -25.26% |
Max Drawdown (10Y)Largest decline over 10 years | -67.86% | -39.04% | -28.82% |
Current DrawdownCurrent decline from peak | -65.16% | -5.24% | -59.92% |
Average DrawdownAverage peak-to-trough decline | -35.30% | -10.64% | -24.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.79% | 3.51% | +14.28% |
Volatility
POAHY vs. FCPGX - Volatility Comparison
Porsche Automobile Holding SE (POAHY) has a higher volatility of 9.30% compared to Fidelity Small Cap Growth Fund (FCPGX) at 6.00%. This indicates that POAHY's price experiences larger fluctuations and is considered to be riskier than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POAHY | FCPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.30% | 6.00% | +3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 18.01% | 17.96% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.20% | 22.70% | +2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.34% | 23.72% | +7.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.54% | 22.94% | +10.60% |
Dividends
POAHY vs. FCPGX - Dividend Comparison
POAHY's dividend yield for the trailing twelve months is around 5.27%, which matches FCPGX's 5.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPGX Fidelity Small Cap Growth Fund | 5.28% | 6.38% | 1.37% | 0.00% | 0.00% | 19.27% | 8.19% | 5.31% | 14.35% | 6.88% | 1.53% | 4.32% |
POAHY Porsche Automobile Holding SE | 5.27% | 4.69% | 7.39% | 5.50% | 5.21% | 2.81% | 3.67% | 2.17% | 2.42% | 2.32% | 5.61% | 3.95% |
Frequently Asked Questions
POAHY and FCPGX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POAHY has higher volatility (9.30%) compared to FCPGX (6.00%). In terms of maximum drawdown, POAHY dropped -67.86% vs FCPGX's -59.11%.
FCPGX currently has the higher Sharpe Ratio (1.45 vs -0.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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