UTSI vs. FDFIX

Last updated Apr 1, 2026

Compare and contrast key facts about UTStarcom Holdings Corp. (UTSI) and Fidelity Flex 500 Index Fund (FDFIX).

FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.

Performance

UTSI vs. FDFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UTStarcom Holdings Corp. (UTSI) and Fidelity Flex 500 Index Fund (FDFIX). The values are adjusted to include any dividend payments, if applicable.

UTSI vs. FDFIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UTSI UTStarcom Holdings Corp.	-3.94%	-12.41%	-15.70%	-3.10%	2.01%	-36.96%	-53.22%	8.50%	-51.71%	212.78%
FDFIX Fidelity Flex 500 Index Fund	-7.27%	17.59%	25.06%	26.27%	-18.10%	28.69%	18.46%	31.47%	-4.45%	14.41%

Returns By Period

In the year-to-date period, UTSI achieves a -3.94% return, which is significantly higher than FDFIX's -7.27% return.

UTSI

• 1D: 0.00%
• 1M: 0.41%
• YTD: -3.94%
• 6M: -3.94%
• 1Y: -2.40%
• 3Y*: -17.27%
• 5Y*: -16.58%
• 10Y*: -10.31%

FDFIX

• 1D: -0.33%
• 1M: -7.59%
• YTD: -7.27%
• 6M: -4.96%
• 1Y: 13.90%
• 3Y*: 17.02%
• 5Y*: 11.31%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

UTSI vs. FDFIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UTSI

UTSI Risk / Return Rank: 40
UTSI Sharpe Ratio Rank: 39
UTSI Sortino Ratio Rank: 37
UTSI Omega Ratio Rank: 38
UTSI Calmar Ratio Rank: 42
UTSI Martin Ratio Rank: 42

FDFIX

FDFIX Risk / Return Rank: 42
FDFIX Sharpe Ratio Rank: 39
FDFIX Sortino Ratio Rank: 43
FDFIX Omega Ratio Rank: 47
FDFIX Calmar Ratio Rank: 36
FDFIX Martin Ratio Rank: 46

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UTSI vs. FDFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UTStarcom Holdings Corp. (UTSI) and Fidelity Flex 500 Index Fund (FDFIX). 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.

	UTSI	FDFIX	Difference
Sharpe ratio Return per unit of total volatility	-0.04	0.81	-0.85
Sortino ratio Return per unit of downside risk	0.34	1.26	-0.92
Omega ratio Gain probability vs. loss probability	1.05	1.19	-0.14
Calmar ratio Return relative to maximum drawdown	0.06	0.96	-0.90
Martin ratio Return relative to average drawdown	0.14	4.59	-4.45
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UTSI vs. FDFIX - Sharpe Ratio Comparison

The current UTSI Sharpe Ratio is -0.04, which is lower than the FDFIX Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of UTSI and FDFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	UTSI	FDFIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.04	0.81	-0.85
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.24	0.67	-0.91
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.17	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.30	0.71	-1.01

Correlation

The correlation between UTSI and FDFIX is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

UTSI vs. FDFIX - Dividend Comparison

UTSI has not paid dividends to shareholders, while FDFIX's dividend yield for the trailing twelve months is around 1.20%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
UTSI UTStarcom Holdings Corp.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FDFIX Fidelity Flex 500 Index Fund	1.20%	1.11%	1.26%	1.48%	1.70%	1.27%	1.52%	1.78%	2.16%	0.50%

Drawdowns

UTSI vs. FDFIX - Drawdown Comparison

The maximum UTSI drawdown since its inception was -99.81%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for UTSI and FDFIX.

Drawdown Indicators

	UTSI	FDFIX	Difference
Max Drawdown Largest peak-to-trough decline	-99.81%	-33.77%	-66.04%
Max Drawdown (1Y) Largest decline over 1 year	-28.32%	-12.13%	-16.19%
Max Drawdown (5Y) Largest decline over 5 years	-74.49%	-24.51%	-49.98%
Max Drawdown (10Y) Largest decline over 10 years	-92.24%	—	—
Current Drawdown Current decline from peak	-99.77%	-8.99%	-90.78%
Average Drawdown Average peak-to-trough decline	-92.79%	-4.64%	-88.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.70%	2.60%	+9.10%

Volatility

UTSI vs. FDFIX - Volatility Comparison

UTStarcom Holdings Corp. (UTSI) has a higher volatility of 9.80% compared to Fidelity Flex 500 Index Fund (FDFIX) at 4.22%. This indicates that UTSI's price experiences larger fluctuations and is considered to be riskier than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UTSI	FDFIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.80%	4.22%	+5.58%
Volatility (6M) Calculated over the trailing 6-month period	34.80%	9.16%	+25.64%
Volatility (1Y) Calculated over the trailing 1-year period	56.74%	18.20%	+38.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	70.78%	16.91%	+53.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	60.60%	18.68%	+41.92%