PST vs. FXAIX
Compare and contrast key facts about ProShares UltraShort 7-10 Year Treasury (PST) and Fidelity 500 Index Fund (FXAIX).
PST is a passively managed fund by ProShares that tracks the performance of the ICE BofA US Treasury (7-10 Y) (-200%). It was launched on May 1, 2008. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PST or FXAIX.
Correlation
The correlation between PST and FXAIX is 0.24, 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
PST vs. FXAIX - Performance Comparison
Key characteristics
PST:
-0.27
FXAIX:
0.53
PST:
-0.29
FXAIX:
0.87
PST:
0.97
FXAIX:
1.13
PST:
-0.05
FXAIX:
0.55
PST:
-0.54
FXAIX:
2.29
PST:
6.82%
FXAIX:
4.55%
PST:
13.66%
FXAIX:
19.55%
PST:
-79.25%
FXAIX:
-33.79%
PST:
-65.43%
FXAIX:
-9.89%
Returns By Period
In the year-to-date period, PST achieves a -3.69% return, which is significantly higher than FXAIX's -5.72% return. Over the past 10 years, PST has underperformed FXAIX with an annualized return of 0.84%, while FXAIX has yielded a comparatively higher 11.90% annualized return.
PST
-3.69%
-1.67%
0.35%
-4.93%
10.17%
0.84%
FXAIX
-5.72%
-3.22%
-4.27%
10.89%
16.06%
11.90%
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PST vs. FXAIX - Expense Ratio Comparison
PST has a 0.95% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
PST vs. FXAIX — Risk-Adjusted Performance Rank
PST
FXAIX
PST vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares UltraShort 7-10 Year Treasury (PST) 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
PST vs. FXAIX - Dividend Comparison
PST's dividend yield for the trailing twelve months is around 3.78%, more than FXAIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PST ProShares UltraShort 7-10 Year Treasury | 3.78% | 3.60% | 3.70% | 0.02% | 0.00% | 0.11% | 1.86% | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.35% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
PST vs. FXAIX - Drawdown Comparison
The maximum PST drawdown since its inception was -79.25%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for PST and FXAIX. For additional features, visit the drawdowns tool.
Volatility
PST vs. FXAIX - Volatility Comparison
The current volatility for ProShares UltraShort 7-10 Year Treasury (PST) is 5.81%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.39%. This indicates that PST experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.