SHRAX vs. FNSTX
Compare and contrast key facts about ClearBridge Aggressive Growth Fund (SHRAX) and Fidelity Infrastructure Fund (FNSTX).
SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983. FNSTX is managed by Fidelity. It was launched on Nov 5, 2019.
Performance
SHRAX vs. FNSTX - Performance Comparison
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SHRAX vs. FNSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | -10.22% | 13.50% | 12.02% | 24.09% | -25.43% | 7.35% | 19.74% | 6.23% |
FNSTX Fidelity Infrastructure Fund | 3.34% | 27.42% | 14.43% | 8.44% | -7.59% | 7.58% | 12.80% | 5.49% |
Returns By Period
In the year-to-date period, SHRAX achieves a -10.22% return, which is significantly lower than FNSTX's 3.34% return.
SHRAX
- 1D
- -0.61%
- 1M
- -10.28%
- YTD
- -10.22%
- 6M
- -11.78%
- 1Y
- 10.43%
- 3Y*
- 9.70%
- 5Y*
- 1.40%
- 10Y*
- 6.76%
FNSTX
- 1D
- -0.91%
- 1M
- -6.77%
- YTD
- 3.34%
- 6M
- 5.71%
- 1Y
- 24.93%
- 3Y*
- 15.89%
- 5Y*
- 10.09%
- 10Y*
- —
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SHRAX vs. FNSTX - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than FNSTX's 1.00% expense ratio.
Return for Risk
SHRAX vs. FNSTX — Risk / Return Rank
SHRAX
FNSTX
SHRAX vs. FNSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) and Fidelity Infrastructure Fund (FNSTX). 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.
| SHRAX | FNSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.61 | -1.16 |
Sortino ratioReturn per unit of downside risk | 0.80 | 2.09 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.30 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 3.08 | -2.55 |
Martin ratioReturn relative to average drawdown | 1.70 | 10.64 | -8.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHRAX | FNSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.61 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.68 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.58 | -0.14 |
Correlation
The correlation between SHRAX and FNSTX is 0.65, 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.
Dividends
SHRAX vs. FNSTX - Dividend Comparison
SHRAX's dividend yield for the trailing twelve months is around 24.81%, more than FNSTX's 4.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | 24.81% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
FNSTX Fidelity Infrastructure Fund | 4.03% | 4.16% | 1.59% | 1.85% | 1.35% | 0.63% | 0.80% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SHRAX vs. FNSTX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.26%, which is greater than FNSTX's maximum drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for SHRAX and FNSTX.
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Drawdown Indicators
| SHRAX | FNSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.26% | -35.82% | -21.44% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -8.43% | -6.16% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -21.97% | -11.80% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | — | — |
Current DrawdownCurrent decline from peak | -14.59% | -7.47% | -7.12% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -5.25% | -6.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 2.44% | +2.12% |
Volatility
SHRAX vs. FNSTX - Volatility Comparison
The current volatility for ClearBridge Aggressive Growth Fund (SHRAX) is 5.92%, while Fidelity Infrastructure Fund (FNSTX) has a volatility of 6.52%. This indicates that SHRAX experiences smaller price fluctuations and is considered to be less risky than FNSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHRAX | FNSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 6.52% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.22% | 12.38% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.89% | 16.05% | +6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.79% | 14.92% | +5.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.82% | 18.79% | +2.03% |