RBRK vs. FXAIX

In the year-to-date period, RBRK achieves a 34.26% return, which is significantly higher than FXAIX's 1.81% return.

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This table presents a comparison of risk-adjusted performance metrics for Rubrik, Inc. (RBRK) 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.

The current RBRK Sharpe Ratio is 2.25, which is higher than the FXAIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of RBRK and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RBRK has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.54%.

The maximum RBRK drawdown since its inception was -34.24%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for RBRK and FXAIX. For additional features, visit the drawdowns tool.

Rubrik, Inc. (RBRK) has a higher volatility of 8.54% compared to Fidelity 500 Index Fund (FXAIX) at 4.58%. This indicates that RBRK's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.