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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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Collecting data for ^GSPC and FBIPX ...

Asset Comparison and Correlation

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Investment horizon: 
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 S&P 500  vs   Fidelity Advisor InflProt Bond
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Daily Returns (%)
GSPC   FBIPX   
 
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Timeline
Assuming 30 trading days horizon, S&P 500 is expected to generate 1.9 times more return on investment than Fidelity. However, SP 500 is 1.9 times more volatile than Fidelity Advisor InflProt Bond B. It trades about 0.32 of its potential returns per unit of risk. Fidelity Advisor InflProt Bond B is currently generating about -0.53 per unit of risk. If you would invest  158,224  in S&P 500 on April 25, 2013 and sell it today you would earn a total of  6,736  from holding S&P 500 or generate 4.26% return on investment over 30 days.

Diversification

Good diversification
Overlapping area represents amount of risk that can be diversified away by holding S&P 500 and Fidelity Advisor InflProt Bond in the same portfolio assuming nothing else is changed

Correlation Coefficient

-0.07
Parameters
Time Period1 Month [change]
DirectionNegative ^GSPC Moved Down vs FBIPX
StrengthInsignificant
Accuracy90.91%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
GSPC   FBIPX   

S&P 500

 
Profile
    
SP 500
Performance
17
Out Of
100
Over 30
Days
?
    

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Fidelity Advisor InflProt Bond B

Alpha
 
Profile
    
Fidelity
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days Fidelity Advisor InflProt Bond B has generated negative risk-adjusted returns adding no value to investors with long positions.
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Match-ups for Fidelity

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PIMCO Real Return P vs. Fidelity Advisor InflProt Bond B


 
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