RBRK vs. FXAIX
Compare and contrast key facts about Rubrik, Inc. (RBRK) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RBRK or FXAIX.
Correlation
The correlation between RBRK and FXAIX is 0.40, 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
RBRK vs. FXAIX - Performance Comparison
Key characteristics
RBRK:
57.96%
FXAIX:
12.89%
RBRK:
-24.61%
FXAIX:
-33.79%
RBRK:
-11.46%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, RBRK achieves a 6.64% return, which is significantly higher than FXAIX's 2.42% return.
RBRK
6.64%
-2.31%
99.43%
N/A
N/A
N/A
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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Risk-Adjusted Performance
RBRK vs. FXAIX — Risk-Adjusted Performance Rank
RBRK
FXAIX
RBRK vs. FXAIX - Risk-Adjusted Performance Comparison
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.
Not enough dataDividends
RBRK vs. FXAIX - Dividend Comparison
RBRK has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBRK Rubrik, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
RBRK vs. FXAIX - Drawdown Comparison
The maximum RBRK drawdown since its inception was -24.61%, smaller than 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.
Volatility
RBRK vs. FXAIX - Volatility Comparison
Rubrik, Inc. (RBRK) has a higher volatility of 14.98% compared to Fidelity 500 Index Fund (FXAIX) at 3.43%. 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.