WHR vs. FZROX
Compare and contrast key facts about Whirlpool Corporation (WHR) and Fidelity ZERO Total Market Index Fund (FZROX).
FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WHR or FZROX.
Key characteristics
| WHR | FZROX | |
|---|---|---|
| YTD Return | -21.77% | 10.89% |
| 1Y Return | -24.38% | 29.21% |
| 3Y Return (Ann) | -24.26% | 8.74% |
| 5Y Return (Ann) | -2.55% | 14.38% |
| Sharpe Ratio | -0.63 | 2.50 |
| Daily Std Dev | 35.56% | 11.97% |
| Max Drawdown | -82.49% | -34.96% |
| Current Drawdown | -57.78% | -0.27% |
Correlation
The correlation between WHR and FZROX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WHR vs. FZROX - Performance Comparison
In the year-to-date period, WHR achieves a -21.77% return, which is significantly lower than FZROX's 10.89% 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
WHR vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Whirlpool Corporation (WHR) and Fidelity ZERO Total Market Index Fund (FZROX). 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
WHR vs. FZROX - Dividend Comparison
WHR's dividend yield for the trailing twelve months is around 9.51%, more than FZROX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHR Whirlpool Corporation | 7.61% | 5.75% | 4.95% | 2.32% | 2.69% | 3.22% | 4.26% | 2.55% | 2.15% | 2.35% | 1.48% | 1.51% |
FZROX Fidelity ZERO Total Market Index Fund | 1.23% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WHR vs. FZROX - Drawdown Comparison
The maximum WHR drawdown since its inception was -82.49%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for WHR and FZROX. For additional features, visit the drawdowns tool.
Volatility
WHR vs. FZROX - Volatility Comparison
Whirlpool Corporation (WHR) has a higher volatility of 12.09% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 3.44%. This indicates that WHR's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.