VYSVX vs. FNILX

In the year-to-date period, VYSVX achieves a -5.70% return, which is significantly lower than FNILX's 1.10% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VYSVX has a 0.63% expense ratio, which is higher than FNILX's 0.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vericimetry U.S. Small Cap Value Fund (VYSVX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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.

The current VYSVX Sharpe Ratio is -0.03, which is lower than the FNILX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of VYSVX and FNILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VYSVX's dividend yield for the trailing twelve months is around 10.66%, more than FNILX's 1.08% yield.

The maximum VYSVX drawdown since its inception was -49.61%, which is greater than FNILX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for VYSVX and FNILX.

Vericimetry U.S. Small Cap Value Fund (VYSVX) has a higher volatility of 6.47% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 4.81%. This indicates that VYSVX's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.