RPT vs. FLCOX
Compare and contrast key facts about RPT Realty (RPT) and Fidelity Large Cap Value Index Fund (FLCOX).
FLCOX is a passively managed fund by Fidelity that tracks the performance of the Russell 1000 Value Index. It was launched on Jun 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPT or FLCOX.
Correlation
The correlation between RPT and FLCOX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RPT vs. FLCOX - Performance Comparison
Key characteristics
RPT:
-0.67
FLCOX:
-0.16
RPT:
-0.85
FLCOX:
-0.11
RPT:
0.91
FLCOX:
0.98
RPT:
-0.36
FLCOX:
-0.15
RPT:
-1.80
FLCOX:
-0.65
RPT:
14.82%
FLCOX:
3.28%
RPT:
39.57%
FLCOX:
13.81%
RPT:
-74.78%
FLCOX:
-38.28%
RPT:
-74.78%
FLCOX:
-14.07%
Returns By Period
In the year-to-date period, RPT achieves a -11.46% return, which is significantly lower than FLCOX's -7.50% return.
RPT
-11.46%
-19.12%
-18.26%
-28.34%
-8.26%
-8.23%
FLCOX
-7.50%
-9.74%
-9.49%
-1.86%
13.23%
N/A
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Risk-Adjusted Performance
RPT vs. FLCOX — Risk-Adjusted Performance Rank
RPT
FLCOX
RPT vs. FLCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RPT Realty (RPT) and Fidelity Large Cap Value Index Fund (FLCOX). 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
RPT vs. FLCOX - Dividend Comparison
RPT's dividend yield for the trailing twelve months is around 9.30%, more than FLCOX's 1.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RPT RPT Realty | 9.30% | 9.43% | 14.34% | 16.00% | 6.16% | 7.93% | 8.98% | 10.12% | 8.18% | 7.46% | 5.28% |
FLCOX Fidelity Large Cap Value Index Fund | 1.75% | 1.62% | 1.99% | 2.01% | 1.55% | 2.28% | 2.13% | 2.33% | 1.73% | 0.52% | 0.00% |
Drawdowns
RPT vs. FLCOX - Drawdown Comparison
The maximum RPT drawdown since its inception was -74.78%, which is greater than FLCOX's maximum drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for RPT and FLCOX. For additional features, visit the drawdowns tool.
Volatility
RPT vs. FLCOX - Volatility Comparison
RPT Realty (RPT) has a higher volatility of 9.54% compared to Fidelity Large Cap Value Index Fund (FLCOX) at 8.41%. This indicates that RPT's price experiences larger fluctuations and is considered to be riskier than FLCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.