SR vs. FSPGX

Last updated Apr 1, 2026

Compare and contrast key facts about Spire Inc. (SR) and Fidelity Large Cap Growth Index Fund (FSPGX).

FSPGX is managed by Fidelity.

Performance

SR vs. FSPGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Spire Inc. (SR) and Fidelity Large Cap Growth Index Fund (FSPGX). The values are adjusted to include any dividend payments, if applicable.

SR vs. FSPGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SR Spire Inc.	10.48%	27.08%	14.12%	-5.26%	9.81%	5.86%	-20.18%	15.81%	1.74%	20.25%
FSPGX Fidelity Large Cap Growth Index Fund	-13.03%	18.54%	33.27%	42.77%	-29.17%	27.57%	38.46%	36.38%	-1.79%	27.70%

Returns By Period

In the year-to-date period, SR achieves a 10.48% return, which is significantly higher than FSPGX's -13.03% return.

SR

• 1D: -0.94%
• 1M: -0.26%
• YTD: 10.48%
• 6M: 13.22%
• 1Y: 20.44%
• 3Y*: 13.82%
• 5Y*: 8.83%
• 10Y*: 6.79%

FSPGX

• 1D: -0.45%
• 1M: -8.63%
• YTD: -13.03%
• 6M: -12.06%
• 1Y: 14.49%
• 3Y*: 19.68%
• 5Y*: 11.91%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SR vs. FSPGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SR

SR Risk / Return Rank: 74
SR Sharpe Ratio Rank: 78
SR Sortino Ratio Rank: 69
SR Omega Ratio Rank: 68
SR Calmar Ratio Rank: 78
SR Martin Ratio Rank: 75

FSPGX

FSPGX Risk / Return Rank: 28
FSPGX Sharpe Ratio Rank: 29
FSPGX Sortino Ratio Rank: 33
FSPGX Omega Ratio Rank: 32
FSPGX Calmar Ratio Rank: 25
FSPGX Martin Ratio Rank: 23

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	SR	FSPGX	Difference
Sharpe ratio Return per unit of total volatility	1.13	0.66	+0.47
Sortino ratio Return per unit of downside risk	1.54	1.10	+0.44
Omega ratio Gain probability vs. loss probability	1.20	1.15	+0.05
Calmar ratio Return relative to maximum drawdown	2.02	0.72	+1.30
Martin ratio Return relative to average drawdown	4.35	2.51	+1.84
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SR vs. FSPGX - Sharpe Ratio Comparison

The current SR Sharpe Ratio is 1.13, which is higher than the FSPGX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of SR and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SR	FSPGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.13	0.66	+0.47
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.42	0.56	-0.14
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.28	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.78	-0.33

Correlation

The correlation between SR and FSPGX is 0.17, 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.

Dividends

SR vs. FSPGX - Dividend Comparison

SR's dividend yield for the trailing twelve months is around 3.56%, more than FSPGX's 0.40% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SR Spire Inc.	3.56%	3.85%	4.50%	4.68%	4.03%	4.04%	3.93%	2.88%	3.08%	2.84%	3.09%	3.15%
FSPGX Fidelity Large Cap Growth Index Fund	0.40%	0.34%	0.37%	0.73%	0.86%	2.22%	1.76%	1.04%	1.32%	0.22%	0.00%	0.00%

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.

Drawdown Indicators

	SR	FSPGX	Difference
Max Drawdown Largest peak-to-trough decline	-45.00%	-32.66%	-12.34%
Max Drawdown (1Y) Largest decline over 1 year	-10.17%	-16.17%	+6.00%
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 Drawdown Current decline from peak	-2.39%	-16.17%	+13.78%
Average Drawdown Average peak-to-trough decline	-9.49%	-6.43%	-3.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.71%	4.63%	+0.08%

Volatility

SR vs. FSPGX - Volatility Comparison

Spire Inc. (SR) and Fidelity Large Cap Growth Index Fund (FSPGX) have volatilities of 5.43% and 5.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SR	FSPGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.43%	5.33%	+0.10%
Volatility (6M) Calculated over the trailing 6-month period	12.40%	11.79%	+0.61%
Volatility (1Y) Calculated over the trailing 1-year period	18.13%	22.32%	-4.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.32%	21.46%	-0.14%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.29%	21.63%	+2.66%