SR vs. FSPGX
SR (Spire Inc.) is a stock, while FSPGX (Fidelity Large Cap Growth Index Fund) is Large Cap Growth Equities fund managed by Fidelity. Over the past 5 years, SR returned 5.99%/yr vs 14.30%/yr for FSPGX. At a 0.16 correlation, their price movements are largely independent.
Performance
SR vs. FSPGX - Performance Comparison
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Returns By Period
In the year-to-date period, SR achieves a -6.37% return, which is significantly lower than FSPGX's 4.50% return.
SR
- 1D
- -1.44%
- 1M
- -11.80%
- YTD
- -6.37%
- 6M
- -6.45%
- 1Y
- 8.45%
- 3Y*
- 11.41%
- 5Y*
- 5.99%
- 10Y*
- 4.91%
FSPGX
- 1D
- 1.38%
- 1M
- -1.25%
- YTD
- 4.50%
- 6M
- 3.80%
- 1Y
- 22.80%
- 3Y*
- 22.67%
- 5Y*
- 14.30%
- 10Y*
- —
SR vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SR Spire Inc. | -6.37% | 27.08% | 14.12% | -5.26% | 9.81% | 5.86% | -20.18% | 15.81% | 1.74% | 19.88% |
FSPGX Fidelity Large Cap Growth Index Fund | 4.50% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Correlation
The correlation between SR and FSPGX is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.16 |
The correlation between SR and FSPGX shifts across timeframes, from -0.11 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SR vs. FSPGX — Risk / Return Rank
SR
FSPGX
SR vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Spire Inc. (SR) 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.
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.
| SR | FSPGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.24 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.37 | -0.94 |
| Martin ratioReturn relative to average drawdown | 1.40 | 4.51 | -3.11 |
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Drawdowns
SR vs. FSPGX - Drawdown Comparison
The maximum SR drawdown since its inception was -45.00%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for SR and FSPGX.
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Drawdown Indicators
| SR | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.00% | -32.66% | -12.34% |
Max Drawdown (1Y)Largest decline over 1 year | -19.39% | -16.17% | -3.22% |
Max Drawdown (3Y)Largest decline over 3 years | -19.39% | -23.32% | +3.93% |
Max Drawdown (5Y)Largest decline over 5 years | -26.05% | -32.66% | +6.61% |
Max Drawdown (10Y)Largest decline over 10 years | -39.53% | — | — |
Current DrawdownCurrent decline from peak | -19.39% | -4.14% | -15.25% |
Average DrawdownAverage peak-to-trough decline | -9.49% | -6.36% | -3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.05% | 4.91% | +1.14% |
Volatility
SR vs. FSPGX - Volatility Comparison
The current volatility for Spire Inc. (SR) is 5.63%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.97%. This indicates that SR 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.
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Volatility by Period
| SR | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 5.97% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 13.30% | 12.68% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.45% | 16.13% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.29% | 21.60% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.38% | 21.56% | +2.82% |
Dividends
SR vs. FSPGX - Dividend Comparison
SR's dividend yield for the trailing twelve months is around 4.29%, more than FSPGX's 0.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPGX Fidelity Large Cap Growth Index Fund | 0.33% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
SR Spire Inc. | 4.29% | 3.85% | 4.50% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% |
Frequently Asked Questions
SR and FSPGX have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSPGX has higher volatility (5.97%) compared to SR (5.63%). In terms of maximum drawdown, SR dropped -45.00% vs FSPGX's -32.66%.
FSPGX currently has the higher Sharpe Ratio (1.38 vs 0.46), 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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