ZIM vs. FXAIX
Compare and contrast key facts about ZIM Integrated Shipping Services Ltd. (ZIM) 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: ZIM or FXAIX.
Performance
ZIM vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, ZIM achieves a 190.70% return, which is significantly higher than FXAIX's 25.57% return.
ZIM
190.70%
9.35%
50.85%
313.43%
N/A
N/A
FXAIX
25.57%
1.18%
12.23%
32.20%
15.59%
13.04%
Key characteristics
| ZIM | FXAIX | |
|---|---|---|
| Sharpe Ratio | 3.78 | 2.61 |
| Sortino Ratio | 3.36 | 3.49 |
| Omega Ratio | 1.45 | 1.49 |
| Calmar Ratio | 3.65 | 3.78 |
| Martin Ratio | 17.19 | 17.01 |
| Ulcer Index | 17.96% | 1.88% |
| Daily Std Dev | 81.73% | 12.24% |
| Max Drawdown | -84.68% | -33.79% |
| Current Drawdown | -33.29% | -1.35% |
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Correlation
The correlation between ZIM and FXAIX is 0.30, 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.
Risk-Adjusted Performance
ZIM vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ZIM Integrated Shipping Services Ltd. (ZIM) 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
ZIM vs. FXAIX - Dividend Comparison
ZIM's dividend yield for the trailing twelve months is around 4.29%, more than FXAIX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZIM ZIM Integrated Shipping Services Ltd. | 4.29% | 64.84% | 160.27% | 7.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.23% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
ZIM vs. FXAIX - Drawdown Comparison
The maximum ZIM drawdown since its inception was -84.68%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for ZIM and FXAIX. For additional features, visit the drawdowns tool.
Volatility
ZIM vs. FXAIX - Volatility Comparison
ZIM Integrated Shipping Services Ltd. (ZIM) has a higher volatility of 16.41% compared to Fidelity 500 Index Fund (FXAIX) at 4.06%. This indicates that ZIM'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.