USD=X vs. FAGIX
USD=X (USD Cash) is a currency, while FAGIX (Fidelity Capital & Income Fund) is High Yield Bonds fund actively managed by Fidelity. Over the past 10 years, USD=X returned 0.00%/yr vs 8.03%/yr for FAGIX.
Performance
USD=X vs. FAGIX - Performance Comparison
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Returns By Period
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
FAGIX
- 1D
- 1.15%
- 1M
- 0.25%
- YTD
- 7.40%
- 6M
- 7.95%
- 1Y
- 16.73%
- 3Y*
- 12.87%
- 5Y*
- 6.75%
- 10Y*
- 8.03%
USD=X vs. FAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 7.40% | 12.38% | 10.69% | 13.02% | -11.50% | 11.13% | 9.95% | 18.96% | -7.17% | 11.66% |
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Return for Risk
USD=X vs. FAGIX — Risk / Return Rank
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FAGIX
USD=X vs. FAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and Fidelity Capital & Income Fund (FAGIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| USD=X | FAGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.52 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.85 | — |
| Martin ratioReturn relative to average drawdown | — | 19.86 | — |
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Drawdowns
USD=X vs. FAGIX - Drawdown Comparison
The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum FAGIX drawdown of -37.97%. Use the drawdown chart below to compare losses from any high point for USD=X and FAGIX.
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Drawdown Indicators
| USD=X | FAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -37.97% | +37.97% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -3.49% | +3.49% |
Max Drawdown (3Y)Largest decline over 3 years | 0.00% | -7.26% | +7.26% |
Max Drawdown (5Y)Largest decline over 5 years | 0.00% | -15.42% | +15.42% |
Max Drawdown (10Y)Largest decline over 10 years | 0.00% | -28.45% | +28.45% |
Current DrawdownCurrent decline from peak | 0.00% | -1.04% | +1.04% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -6.98% | +6.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 0.85% | -0.85% |
Volatility
USD=X vs. FAGIX - Volatility Comparison
The current volatility for USD Cash (USD=X) is 0.00%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 2.71%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USD=X | FAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 2.71% | -2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 5.30% | -5.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 6.42% | -6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 6.66% | -6.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 7.84% | -7.84% |
Frequently Asked Questions
FAGIX has higher volatility (2.71%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs FAGIX's -37.97%.
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