TAYD vs. FXAIX
Compare and contrast key facts about Taylor Devices, Inc. (TAYD) 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: TAYD or FXAIX.
Correlation
The correlation between TAYD and FXAIX is 0.10, 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
TAYD vs. FXAIX - Performance Comparison
Key characteristics
TAYD:
1.02
FXAIX:
1.97
TAYD:
1.72
FXAIX:
2.63
TAYD:
1.22
FXAIX:
1.37
TAYD:
2.08
FXAIX:
2.93
TAYD:
3.83
FXAIX:
12.99
TAYD:
19.38%
FXAIX:
1.90%
TAYD:
72.70%
FXAIX:
12.58%
TAYD:
-74.53%
FXAIX:
-33.79%
TAYD:
-34.16%
FXAIX:
-3.62%
Returns By Period
In the year-to-date period, TAYD achieves a 89.52% return, which is significantly higher than FXAIX's 24.65% return. Over the past 10 years, TAYD has outperformed FXAIX with an annualized return of 16.38%, while FXAIX has yielded a comparatively lower 12.79% annualized return.
TAYD
89.52%
-6.07%
0.33%
71.96%
33.20%
16.38%
FXAIX
24.65%
-0.72%
7.90%
26.58%
14.57%
12.79%
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Risk-Adjusted Performance
TAYD vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Taylor Devices, Inc. (TAYD) 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
TAYD vs. FXAIX - Dividend Comparison
TAYD has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 0.89%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Taylor Devices, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidelity 500 Index Fund | 0.89% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
TAYD vs. FXAIX - Drawdown Comparison
The maximum TAYD drawdown since its inception was -74.53%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for TAYD and FXAIX. For additional features, visit the drawdowns tool.
Volatility
TAYD vs. FXAIX - Volatility Comparison
Taylor Devices, Inc. (TAYD) has a higher volatility of 12.80% compared to Fidelity 500 Index Fund (FXAIX) at 3.62%. This indicates that TAYD'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.