SHG vs. FSPGX

In the year-to-date period, SHG achieves a 11.32% return, which is significantly higher than FSPGX's -6.36% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Shinhan Financial Group Co., Ltd. (SHG) and Fidelity Large Cap Growth Index Fund (FSPGX). 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 SHG Sharpe Ratio is 0.26, which is lower than the FSPGX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of SHG and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SHG's dividend yield for the trailing twelve months is around 3.19%, more than FSPGX's 0.40% yield.

The maximum SHG drawdown since its inception was -81.41%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for SHG and FSPGX. For additional features, visit the drawdowns tool.

The current volatility for Shinhan Financial Group Co., Ltd. (SHG) is 7.93%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 8.35%. This indicates that SHG experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.