UBS vs. FXAIX
Compare and contrast key facts about UBS Group AG (UBS) 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: UBS or FXAIX.
Correlation
The correlation between UBS and FXAIX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UBS vs. FXAIX - Performance Comparison
Key characteristics
UBS:
0.08
FXAIX:
2.20
UBS:
0.29
FXAIX:
2.93
UBS:
1.04
FXAIX:
1.41
UBS:
0.14
FXAIX:
3.26
UBS:
0.34
FXAIX:
14.39
UBS:
6.16%
FXAIX:
1.91%
UBS:
24.98%
FXAIX:
12.50%
UBS:
-59.82%
FXAIX:
-33.79%
UBS:
-9.98%
FXAIX:
-2.91%
Returns By Period
In the year-to-date period, UBS achieves a 0.21% return, which is significantly lower than FXAIX's 25.57% return. Over the past 10 years, UBS has underperformed FXAIX with an annualized return of 11.02%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
UBS
0.21%
-6.18%
-1.52%
0.24%
25.42%
11.02%
FXAIX
25.57%
0.00%
8.86%
26.21%
14.72%
12.86%
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Risk-Adjusted Performance
UBS vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBS) 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
UBS vs. FXAIX - Dividend Comparison
UBS's dividend yield for the trailing twelve months is around 3.53%, more than FXAIX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBS UBS Group AG | 3.53% | 1.78% | 2.68% | 2.07% | 10.34% | 5.48% | 5.24% | 3.30% | 9.41% | 4.11% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
UBS vs. FXAIX - Drawdown Comparison
The maximum UBS drawdown since its inception was -59.82%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for UBS and FXAIX. For additional features, visit the drawdowns tool.
Volatility
UBS vs. FXAIX - Volatility Comparison
UBS Group AG (UBS) has a higher volatility of 7.33% compared to Fidelity 500 Index Fund (FXAIX) at 3.70%. This indicates that UBS'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.