SILVX vs. FZROX

In the year-to-date period, SILVX achieves a 1.37% return, which is significantly higher than FZROX's 0.59% return.

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SILVX has a 0.98% expense ratio, which is higher than FZROX's 0.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for SGI U.S. Large Equity Fund (SILVX) and Fidelity ZERO Total Market Index Fund (FZROX). 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 SILVX Sharpe Ratio is 0.89, which is comparable to the FZROX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of SILVX and FZROX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SILVX's dividend yield for the trailing twelve months is around 22.72%, more than FZROX's 1.15% yield.

The maximum SILVX drawdown since its inception was -31.29%, smaller than the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for SILVX and FZROX.

The current volatility for SGI U.S. Large Equity Fund (SILVX) is 3.44%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.99%. This indicates that SILVX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.