SERV vs. FNILX
SERV (Serve Robotics Inc) is a stock, while FNILX (Fidelity ZERO Large Cap Index Fund) is Large Cap Blend Equities fund managed by Fidelity. Over the past year, SERV returned -37.52% vs 25.14% for FNILX. At a 0.42 correlation, their price movements are largely independent.
Performance
SERV vs. FNILX - Performance Comparison
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Returns By Period
In the year-to-date period, SERV achieves a -38.25% return, which is significantly lower than FNILX's 9.63% return.
SERV
- 1D
- -5.74%
- 1M
- -26.32%
- YTD
- -38.25%
- 6M
- -40.98%
- 1Y
- -37.52%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FNILX
- 1D
- -0.37%
- 1M
- 0.34%
- YTD
- 9.63%
- 6M
- 8.65%
- 1Y
- 25.14%
- 3Y*
- 21.66%
- 5Y*
- 13.32%
- 10Y*
- —
SERV vs. FNILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SERV Serve Robotics Inc | -38.25% | -23.11% | -10.00% |
FNILX Fidelity ZERO Large Cap Index Fund | 9.63% | 17.81% | 16.93% |
Correlation
The correlation between SERV and FNILX is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Mar 7, 2024 | 0.42 |
The correlation between SERV and FNILX shifts across timeframes, from 0.42 (all time) to 0.54 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SERV vs. FNILX — Risk / Return Rank
SERV
FNILX
SERV vs. FNILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Serve Robotics Inc (SERV) and Fidelity ZERO Large Cap Index Fund (FNILX). 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.
| SERV | FNILX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.53 | ||
| Sortino ratioReturn per unit of downside risk | -2.99 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.38 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 2.94 | -3.53 |
| Martin ratioReturn relative to average drawdown | -1.03 | 12.99 | -14.02 |
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Drawdowns
SERV vs. FNILX - Drawdown Comparison
The maximum SERV drawdown since its inception was -92.72%, which is greater than FNILX's maximum drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for SERV and FNILX.
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Drawdown Indicators
| SERV | FNILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.72% | -33.76% | -58.96% |
Max Drawdown (1Y)Largest decline over 1 year | -63.74% | -9.01% | -54.73% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.08% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.40% | — |
Current DrawdownCurrent decline from peak | -74.36% | -1.73% | -72.63% |
Average DrawdownAverage peak-to-trough decline | -61.83% | -5.35% | -56.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 36.50% | 2.03% | +34.47% |
Volatility
SERV vs. FNILX - Volatility Comparison
Serve Robotics Inc (SERV) has a higher volatility of 23.78% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 4.82%. This indicates that SERV's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SERV | FNILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.78% | 4.82% | +18.96% |
Volatility (6M)Calculated over the trailing 6-month period | 56.54% | 9.90% | +46.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 88.93% | 12.61% | +76.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 193.26% | 17.34% | +175.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 193.26% | 20.04% | +173.22% |
Dividends
SERV vs. FNILX - Dividend Comparison
SERV has not paid dividends to shareholders, while FNILX's dividend yield for the trailing twelve months is around 0.92%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
FNILX Fidelity ZERO Large Cap Index Fund | 0.92% | 1.01% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.53% |
SERV Serve Robotics Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SERV and FNILX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SERV has higher volatility (23.78%) compared to FNILX (4.82%). In terms of maximum drawdown, SERV dropped -92.72% vs FNILX's -33.76%.
FNILX currently has the higher Sharpe Ratio (2.10 vs -0.42), 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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