USD=X vs. FOCPX
USD=X (USD Cash) is a currency, while FOCPX (Fidelity OTC Portfolio) is Large Cap Growth Equities fund actively managed by Fidelity. Over the past 10 years, USD=X returned 0.00%/yr vs 22.49%/yr for FOCPX.
Performance
USD=X vs. FOCPX - 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%
FOCPX
- 1D
- 2.86%
- 1M
- -0.60%
- YTD
- 22.78%
- 6M
- 24.57%
- 1Y
- 51.96%
- 3Y*
- 32.72%
- 5Y*
- 17.85%
- 10Y*
- 22.49%
USD=X vs. FOCPX - 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% |
FOCPX Fidelity OTC Portfolio | 22.78% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
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Return for Risk
USD=X vs. FOCPX — Risk / Return Rank
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FOCPX
USD=X vs. FOCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and Fidelity OTC Portfolio (FOCPX). 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 | FOCPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.47 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.68 | — |
| Martin ratioReturn relative to average drawdown | — | 19.87 | — |
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Drawdowns
USD=X vs. FOCPX - Drawdown Comparison
The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum FOCPX drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for USD=X and FOCPX.
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Drawdown Indicators
| USD=X | FOCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -70.25% | +70.25% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -11.29% | +11.29% |
Max Drawdown (3Y)Largest decline over 3 years | 0.00% | -24.82% | +24.82% |
Max Drawdown (5Y)Largest decline over 5 years | 0.00% | -37.05% | +37.05% |
Max Drawdown (10Y)Largest decline over 10 years | 0.00% | -37.05% | +37.05% |
Current DrawdownCurrent decline from peak | 0.00% | -4.42% | +4.42% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -17.00% | +17.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 2.65% | -2.65% |
Volatility
USD=X vs. FOCPX - Volatility Comparison
The current volatility for USD Cash (USD=X) is 0.00%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 8.13%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than FOCPX 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 | FOCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 8.13% | -8.13% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 15.35% | -15.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 18.86% | -18.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 22.83% | -22.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 22.51% | -22.51% |
Frequently Asked Questions
FOCPX has higher volatility (8.13%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs FOCPX's -70.25%.
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