Correlation
The correlation between UTZ and FXAIX is 0.22, 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.
UTZ vs. FXAIX
Compare and contrast key facts about Utz Brands, Inc. (UTZ) 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: UTZ or FXAIX.
Performance
UTZ vs. FXAIX - Performance Comparison
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Key characteristics
UTZ:
-0.77
FXAIX:
0.73
UTZ:
-0.86
FXAIX:
1.15
UTZ:
0.90
FXAIX:
1.17
UTZ:
-0.41
FXAIX:
0.79
UTZ:
-1.26
FXAIX:
3.00
UTZ:
19.32%
FXAIX:
4.85%
UTZ:
34.08%
FXAIX:
19.80%
UTZ:
-60.58%
FXAIX:
-33.79%
UTZ:
-52.47%
FXAIX:
-2.73%
Returns By Period
In the year-to-date period, UTZ achieves a -13.54% return, which is significantly lower than FXAIX's 1.77% return.
UTZ
-13.54%
13.10%
-21.29%
-26.10%
1.20%
5.79%
N/A
FXAIX
1.77%
4.53%
-0.90%
14.32%
14.88%
15.50%
12.82%
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Risk-Adjusted Performance
UTZ vs. FXAIX — Risk-Adjusted Performance Rank
UTZ
FXAIX
UTZ vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Utz Brands, Inc. (UTZ) 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.
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Dividends
UTZ vs. FXAIX - Dividend Comparison
UTZ's dividend yield for the trailing twelve months is around 2.10%, more than FXAIX's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTZ Utz Brands, Inc. | 2.10% | 1.72% | 1.40% | 1.38% | 1.28% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.54% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
UTZ vs. FXAIX - Drawdown Comparison
The maximum UTZ drawdown since its inception was -60.58%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for UTZ and FXAIX.
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Volatility
UTZ vs. FXAIX - Volatility Comparison
Utz Brands, Inc. (UTZ) has a higher volatility of 10.27% compared to Fidelity 500 Index Fund (FXAIX) at 4.76%. This indicates that UTZ'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.
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