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| Name | FXAIX vs FNILX : (The New Best S&P 500 Index Fund) |
| Video Uploader | Video From The Financial Reporter |
| Upload Date | This Video Uploaded At 15-07-2024 00:24:05 |
| Video Discription | FXAIX vs FNILX: The Ultimate Comparison by The's Workspace OUTLINE: 00:00:00 Introduction 00:00:53 Start and End Balance 00:01:41 Performance Metrics 00:03:49 Drawdown, Ratios, and Correlation 00:05:01 Conclusion Performance Comparison of FNILX, VOO, and Fidelity 500 Index Investors often look for reliable and high-performing funds to grow their investments. In this article, we compare the performance of three prominent funds: FNILX, VOO, and the Fidelity 500 Index. We will analyze various metrics to provide a comprehensive overview of their performance. Start Balance Each of the funds starts with an initial balance of $10,000. This common starting point allows for a straightforward comparison of their growth over time. FNILX: $10,000 VOO: $10,000 Fidelity 500 Index: $10,000 End Balance After a certain period, the end balances of the funds show how much the initial investment has grown. FNILX: $23,954 VOO: $23,840 Fidelity 500 Index: $23,877 Annualized Return (CAGR) The Compound Annual Growth Rate (CAGR) is a useful measure to understand the average annual growth rate of an investment over a specified period of time longer than one year. FNILX: 17.21% VOO: 17.11% Fidelity 500 Index: 17.15% Standard Deviation Standard deviation measures the amount of variation or dispersion of a set of values. In finance, a higher standard deviation indicates a higher volatility. FNILX: 18.19% VOO: 17.99% Fidelity 500 Index: 17.99% Best Year The best year performance indicates the highest annual return achieved by each fund. FNILX: 31.79% VOO: 31.35% Fidelity 500 Index: 31.47% Worst Year Conversely, the worst year performance shows the lowest annual return recorded by each fund. FNILX: -19.36% VOO: -18.19% Fidelity 500 Index: -18.13% Maximum Drawdown Maximum drawdown measures the largest single drop from peak to trough in the value of a portfolio. FNILX: -24.78% VOO: -23.91% Fidelity 500 Index: -23.88% Sharpe Ratio The Sharpe ratio helps investors understand the return of an investment compared to its risk. A higher Sharpe ratio indicates better risk-adjusted returns. FNILX: 0.85 VOO: 0.85 Fidelity 500 Index: 0.85 Sortino Ratio The Sortino ratio is similar to the Sharpe ratio but differentiates harmful volatility from total overall volatility by using the standard deviation of negative asset returns. FNILX: 1.35 VOO: 1.35 Fidelity 500 Index: 1.35 Benchmark Correlation Benchmark correlation measures how closely the fund's returns move in relation to a benchmark index. A correlation of 1.00 indicates perfect correlation. FNILX: 1.00 VOO: 1.00 Fidelity 500 Index: 1.00 Conclusion Each of these funds—FNILX, VOO, and the Fidelity 500 Index—offers strong performance and closely matches the benchmark index. The choice between these funds may come down to individual investor preferences, including factors such as fund expenses, personal investment strategy, and risk tolerance. FNILX shows slightly higher returns and standard deviation, indicating potentially higher risk and reward. VOO and Fidelity 500 Index present nearly identical metrics, making them both reliable options for investors seeking stable growth in line with the S&P 500 index. In summary, these funds are all excellent choices for those looking to invest in large-cap U.S. equities, providing robust returns and maintaining a strong correlation with the benchmark index. |
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