VWDRY vs. FBGRX
Compare and contrast key facts about Vestas Wind Systems A/S (VWDRY) and Fidelity Blue Chip Growth Fund (FBGRX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWDRY or FBGRX.
Key characteristics
| VWDRY | FBGRX | |
|---|---|---|
| YTD Return | -39.08% | 31.72% |
| 1Y Return | -7.39% | 49.69% |
| 3Y Return (Ann) | -21.23% | 9.17% |
| 5Y Return (Ann) | 4.82% | 22.94% |
| 10Y Return (Ann) | 13.02% | 18.66% |
| Sharpe Ratio | -0.19 | 2.42 |
| Sortino Ratio | -0.01 | 3.13 |
| Omega Ratio | 1.00 | 1.43 |
| Calmar Ratio | -0.12 | 1.94 |
| Martin Ratio | -0.39 | 11.67 |
| Ulcer Index | 18.38% | 4.07% |
| Daily Std Dev | 38.27% | 19.61% |
| Max Drawdown | -97.29% | -57.42% |
| Current Drawdown | -62.73% | -0.49% |
Correlation
The correlation between VWDRY and FBGRX is 0.35, 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.
Performance
VWDRY vs. FBGRX - Performance Comparison
In the year-to-date period, VWDRY achieves a -39.08% return, which is significantly lower than FBGRX's 31.72% return. Over the past 10 years, VWDRY has underperformed FBGRX with an annualized return of 13.02%, while FBGRX has yielded a comparatively higher 18.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VWDRY vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vestas Wind Systems A/S (VWDRY) and Fidelity Blue Chip Growth Fund (FBGRX). 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
VWDRY vs. FBGRX - Dividend Comparison
VWDRY has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 5.59%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWDRY Vestas Wind Systems A/S | 0.00% | 0.00% | 0.19% | 0.89% | 0.49% | 1.11% | 1.27% | 1.24% | 0.99% | 0.54% | 0.00% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 5.59% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
VWDRY vs. FBGRX - Drawdown Comparison
The maximum VWDRY drawdown since its inception was -97.29%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for VWDRY and FBGRX. For additional features, visit the drawdowns tool.
Volatility
VWDRY vs. FBGRX - Volatility Comparison
Vestas Wind Systems A/S (VWDRY) has a higher volatility of 8.08% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 3.99%. This indicates that VWDRY's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.