SZLMY vs. FXAIX
Compare and contrast key facts about Swiss Life Holding AG ADR (SZLMY) 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: SZLMY or FXAIX.
Correlation
The correlation between SZLMY and FXAIX is 0.21, 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
SZLMY vs. FXAIX - Performance Comparison
Key characteristics
SZLMY:
2.34
FXAIX:
0.72
SZLMY:
2.97
FXAIX:
1.12
SZLMY:
1.40
FXAIX:
1.17
SZLMY:
4.87
FXAIX:
0.75
SZLMY:
15.39
FXAIX:
2.97
SZLMY:
3.92%
FXAIX:
4.74%
SZLMY:
25.72%
FXAIX:
19.51%
SZLMY:
-49.90%
FXAIX:
-33.79%
SZLMY:
-0.25%
FXAIX:
-7.83%
Returns By Period
In the year-to-date period, SZLMY achieves a 32.32% return, which is significantly higher than FXAIX's -3.56% return. Over the past 10 years, SZLMY has outperformed FXAIX with an annualized return of 33.40%, while FXAIX has yielded a comparatively lower 12.15% annualized return.
SZLMY
32.32%
16.12%
23.07%
54.29%
29.88%
33.40%
FXAIX
-3.56%
11.43%
-1.68%
10.51%
16.25%
12.15%
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Risk-Adjusted Performance
SZLMY vs. FXAIX — Risk-Adjusted Performance Rank
SZLMY
FXAIX
SZLMY vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Swiss Life Holding AG ADR (SZLMY) 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
SZLMY vs. FXAIX - Dividend Comparison
SZLMY's dividend yield for the trailing twelve months is around 3.55%, more than FXAIX's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SZLMY Swiss Life Holding AG ADR | 3.55% | 4.69% | 4.61% | 4.98% | 3.64% | 4.47% | 0.49% | 3.66% | 3.16% | 3.14% | 2.53% | 2.61% |
FXAIX Fidelity 500 Index Fund | 1.32% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SZLMY vs. FXAIX - Drawdown Comparison
The maximum SZLMY drawdown since its inception was -49.90%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SZLMY and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SZLMY vs. FXAIX - Volatility Comparison
Swiss Life Holding AG ADR (SZLMY) and Fidelity 500 Index Fund (FXAIX) have volatilities of 11.88% and 11.38%, 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.