WRTBY vs. FXAIX
Compare and contrast key facts about Wartsila Oyj Abp ADR (WRTBY) 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: WRTBY or FXAIX.
Correlation
The correlation between WRTBY and FXAIX is 0.14, 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
WRTBY vs. FXAIX - Performance Comparison
Key characteristics
WRTBY:
0.31
FXAIX:
0.31
WRTBY:
0.83
FXAIX:
0.57
WRTBY:
1.11
FXAIX:
1.08
WRTBY:
0.55
FXAIX:
0.32
WRTBY:
1.30
FXAIX:
1.43
WRTBY:
13.08%
FXAIX:
4.19%
WRTBY:
59.80%
FXAIX:
19.11%
WRTBY:
-73.68%
FXAIX:
-33.79%
WRTBY:
-30.81%
FXAIX:
-13.85%
Returns By Period
In the year-to-date period, WRTBY achieves a -10.62% return, which is significantly lower than FXAIX's -9.86% return. Over the past 10 years, WRTBY has underperformed FXAIX with an annualized return of 9.62%, while FXAIX has yielded a comparatively higher 11.49% annualized return.
WRTBY
-10.62%
-26.53%
-27.13%
-7.92%
32.96%
9.62%
FXAIX
-9.86%
-6.86%
-9.36%
6.81%
14.71%
11.49%
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Risk-Adjusted Performance
WRTBY vs. FXAIX — Risk-Adjusted Performance Rank
WRTBY
FXAIX
WRTBY vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wartsila Oyj Abp ADR (WRTBY) 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.
Dividends
WRTBY vs. FXAIX - Dividend Comparison
WRTBY's dividend yield for the trailing twelve months is around 2.62%, more than FXAIX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRTBY Wartsila Oyj Abp ADR | 2.62% | 2.00% | 1.90% | 3.01% | 1.68% | 5.44% | 4.89% | 8.98% | 2.30% | 5.88% | 2.84% | 3.19% |
FXAIX Fidelity 500 Index Fund | 1.41% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
WRTBY vs. FXAIX - Drawdown Comparison
The maximum WRTBY drawdown since its inception was -73.68%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for WRTBY and FXAIX. For additional features, visit the drawdowns tool.
Volatility
WRTBY vs. FXAIX - Volatility Comparison
Wartsila Oyj Abp ADR (WRTBY) has a higher volatility of 31.66% compared to Fidelity 500 Index Fund (FXAIX) at 13.77%. This indicates that WRTBY'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.