TR vs. FXAIX

In the year-to-date period, TR achieves a 12.33% return, which is significantly higher than FXAIX's 1.50% return. Over the past 10 years, TR has underperformed FXAIX with an annualized return of 4.90%, while FXAIX has yielded a comparatively higher 12.71% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Tootsie Roll Industries, Inc. (TR) 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.

The current TR Sharpe Ratio is 0.88, which is comparable to the FXAIX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of TR and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TR's dividend yield for the trailing twelve months is around 0.99%, less than FXAIX's 1.55% yield.

The maximum TR drawdown since its inception was -47.69%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for TR and FXAIX.

Tootsie Roll Industries, Inc. (TR) has a higher volatility of 7.44% compared to Fidelity 500 Index Fund (FXAIX) at 4.70%. This indicates that TR'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.