SJVN.NS vs. FXAIX
Compare and contrast key facts about SJVN Limited (SJVN.NS) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SJVN.NS or FXAIX.
Correlation
The correlation between SJVN.NS and FXAIX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SJVN.NS vs. FXAIX - Performance Comparison
Key characteristics
SJVN.NS:
0.29
FXAIX:
2.20
SJVN.NS:
0.81
FXAIX:
2.93
SJVN.NS:
1.11
FXAIX:
1.41
SJVN.NS:
0.50
FXAIX:
3.26
SJVN.NS:
1.00
FXAIX:
14.39
SJVN.NS:
16.11%
FXAIX:
1.91%
SJVN.NS:
55.51%
FXAIX:
12.50%
SJVN.NS:
-42.15%
FXAIX:
-33.79%
SJVN.NS:
-27.11%
FXAIX:
-2.91%
Returns By Period
The year-to-date returns for both investments are quite close, with SJVN.NS having a 24.41% return and FXAIX slightly higher at 25.57%. Over the past 10 years, SJVN.NS has outperformed FXAIX with an annualized return of 24.53%, while FXAIX has yielded a comparatively lower 12.86% annualized return.
SJVN.NS
24.41%
7.83%
-15.04%
26.14%
43.98%
24.53%
FXAIX
25.57%
0.00%
8.86%
26.21%
14.72%
12.86%
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Risk-Adjusted Performance
SJVN.NS vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SJVN Limited (SJVN.NS) and Fidelity 500 Index Fund (FXAIX). 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
SJVN.NS vs. FXAIX - Dividend Comparison
SJVN.NS's dividend yield for the trailing twelve months is around 1.61%, more than FXAIX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJVN.NS SJVN Limited | 1.61% | 1.95% | 4.96% | 7.18% | 8.85% | 8.45% | 8.22% | 8.11% | 3.67% | 3.30% | 3.99% | 4.49% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
SJVN.NS vs. FXAIX - Drawdown Comparison
The maximum SJVN.NS drawdown since its inception was -42.15%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SJVN.NS and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SJVN.NS vs. FXAIX - Volatility Comparison
SJVN Limited (SJVN.NS) has a higher volatility of 10.32% compared to Fidelity 500 Index Fund (FXAIX) at 3.66%. This indicates that SJVN.NS's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.