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 6.87%/yr vs 11.68%/yr for FSPGX. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
SR vs. FSPGX - Performance Comparison
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Returns By Period
In the year-to-date period, SR achieves a -1.54% return, which is significantly lower than FSPGX's -0.52% return.
SR
- 1D
- -0.83%
- 1M
- 0.23%
- 6M
- -3.62%
- YTD
- -1.54%
- 1Y
- 11.96%
- 3Y*
- 13.69%
- 5Y*
- 6.87%
- 10Y*
- 5.38%
- ALL TIME*
- 9.78%
FSPGX
- 1D
- 2.95%
- 1M
- -3.22%
- 6M
- 1.01%
- YTD
- -0.52%
- 1Y
- 9.22%
- 3Y*
- 18.94%
- 5Y*
- 11.68%
- 10Y*
- —
- ALL TIME*
- 17.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $33.52M | $36.51M | $45.39M |
SR vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SR Spire Inc. | -1.54% | 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 | -0.52% | 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 -0.17, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.17 |
Correlation (3Y) Balances recent behavior with more history. | -0.03 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.15 |
The correlation between SR and FSPGX shifts across timeframes, from -0.17 (1 year) to 0.15 (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 | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.08 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | 0.45 | +0.15 |
| Martin ratioReturn relative to average drawdown | 1.51 | 1.34 | +0.17 |
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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 | -15.23% | -8.74% | -6.49% |
Average DrawdownAverage peak-to-trough decline | -9.50% | -6.36% | -3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.70% | 5.38% | +2.32% |
Volatility
SR vs. FSPGX - Volatility Comparison
Spire Inc. (SR) has a higher volatility of 6.85% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 6.40%. This indicates that SR's price experiences larger fluctuations and is considered to be riskier 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 | 6.85% | 6.40% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.90% | 14.04% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.11% | 17.49% | +1.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.35% | 21.81% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.47% | 21.58% | +2.89% |
Dividends
SR vs. FSPGX - Dividend Comparison
SR's dividend yield for the trailing twelve months is around 4.08%, more than FSPGX's 0.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPGX Fidelity Large Cap Growth Index Fund | 0.39% | 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. | 4.08% | 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 -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SR has higher volatility (6.85%) compared to FSPGX (6.40%). In terms of maximum drawdown, SR dropped -45.00% vs FSPGX's -32.66%.
SR currently has the higher Sharpe Ratio (0.61 vs 0.41), 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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