UPWK vs. FXAIX
Compare and contrast key facts about Upwork Inc. (UPWK) 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: UPWK or FXAIX.
Correlation
The correlation between UPWK and FXAIX is 0.44, 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
UPWK vs. FXAIX - Performance Comparison
Key characteristics
UPWK:
0.46
FXAIX:
1.75
UPWK:
1.17
FXAIX:
2.36
UPWK:
1.14
FXAIX:
1.32
UPWK:
0.27
FXAIX:
2.66
UPWK:
1.43
FXAIX:
11.02
UPWK:
16.24%
FXAIX:
2.04%
UPWK:
50.40%
FXAIX:
12.89%
UPWK:
-87.48%
FXAIX:
-33.79%
UPWK:
-74.25%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, UPWK achieves a -4.40% return, which is significantly lower than FXAIX's 2.42% return.
UPWK
-4.40%
-2.50%
55.99%
19.31%
11.48%
N/A
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
UPWK vs. FXAIX — Risk-Adjusted Performance Rank
UPWK
FXAIX
UPWK vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Upwork Inc. (UPWK) 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
UPWK vs. FXAIX - Dividend Comparison
UPWK has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPWK Upwork 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% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
UPWK vs. FXAIX - Drawdown Comparison
The maximum UPWK drawdown since its inception was -87.48%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for UPWK and FXAIX. For additional features, visit the drawdowns tool.
Volatility
UPWK vs. FXAIX - Volatility Comparison
Upwork Inc. (UPWK) has a higher volatility of 16.00% compared to Fidelity 500 Index Fund (FXAIX) at 3.43%. This indicates that UPWK'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.