WATFX vs. FDFAX
Compare and contrast key facts about Western Asset Core Bond Fund (WATFX) and Fidelity Select Consumer Staples Portfolio (FDFAX).
WATFX is managed by Franklin Templeton. It was launched on Sep 4, 1990. FDFAX is managed by Fidelity Investments. It was launched on Jul 28, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WATFX or FDFAX.
Correlation
The correlation between WATFX and FDFAX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
WATFX vs. FDFAX - Performance Comparison
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Key characteristics
WATFX:
0.77
FDFAX:
-0.31
WATFX:
1.04
FDFAX:
-0.43
WATFX:
1.12
FDFAX:
0.94
WATFX:
0.23
FDFAX:
-0.34
WATFX:
1.62
FDFAX:
-0.76
WATFX:
2.43%
FDFAX:
8.21%
WATFX:
5.69%
FDFAX:
15.88%
WATFX:
-24.15%
FDFAX:
-38.01%
WATFX:
-12.80%
FDFAX:
-11.62%
Returns By Period
In the year-to-date period, WATFX achieves a 1.66% return, which is significantly higher than FDFAX's -0.35% return. Over the past 10 years, WATFX has outperformed FDFAX with an annualized return of 1.29%, while FDFAX has yielded a comparatively lower 1.12% annualized return.
WATFX
1.66%
0.15%
1.40%
4.34%
0.91%
-1.75%
1.29%
FDFAX
-0.35%
0.94%
-6.89%
-4.95%
1.94%
4.88%
1.12%
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WATFX vs. FDFAX - Expense Ratio Comparison
WATFX has a 0.46% expense ratio, which is lower than FDFAX's 0.73% expense ratio.
Risk-Adjusted Performance
WATFX vs. FDFAX — Risk-Adjusted Performance Rank
WATFX
FDFAX
WATFX vs. FDFAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Core Bond Fund (WATFX) and Fidelity Select Consumer Staples Portfolio (FDFAX). 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
WATFX vs. FDFAX - Dividend Comparison
WATFX's dividend yield for the trailing twelve months is around 4.68%, less than FDFAX's 9.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WATFX Western Asset Core Bond Fund | 4.68% | 4.69% | 3.69% | 2.90% | 2.35% | 3.91% | 3.64% | 2.94% | 2.35% | 2.54% | 2.73% | 2.94% |
FDFAX Fidelity Select Consumer Staples Portfolio | 9.11% | 8.49% | 5.13% | 3.34% | 10.73% | 3.16% | 2.78% | 14.36% | 8.82% | 4.71% | 9.30% | 5.91% |
Drawdowns
WATFX vs. FDFAX - Drawdown Comparison
The maximum WATFX drawdown since its inception was -24.15%, smaller than the maximum FDFAX drawdown of -38.01%. Use the drawdown chart below to compare losses from any high point for WATFX and FDFAX. For additional features, visit the drawdowns tool.
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Volatility
WATFX vs. FDFAX - Volatility Comparison
The current volatility for Western Asset Core Bond Fund (WATFX) is 1.46%, while Fidelity Select Consumer Staples Portfolio (FDFAX) has a volatility of 3.81%. This indicates that WATFX experiences smaller price fluctuations and is considered to be less risky than FDFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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