Compare investments
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@liam · FID 401kS&P 500
Performance overlay
@liam · FID 401k-48.0%
+123.6 pts ahead
Range-47.96%
| Metric | @liam · FID 401k | S&P 500 |
|---|---|---|
| Performance | ||
| CAGR | -93.4% | +11.9% |
| Since inception | -48.0% | +75.7% |
| 1Y return | — | +14.2% |
| YTD return | -48.0% | +11.5% |
| Risk | ||
| Max drawdown | -48.0% | -25.4% |
| Volatility | +68.6% | +17.2% |
| Beta | — | — |
| Sharpe | -2.30 | 0.74 |
| Valuation | ||
| Blended P/E | 92.43 | 26.13 |
| Dividend yield | +0.4% | +1.2% |
| Composition | ||
| Holdings | 16 | — |
| Top-3 concentration | +69.8% | — |
| Turnover | +0.0% | — |
| Avg market cap | $679M | — |
Valuationsdials vs the ~50-yr S&P average · click a row for the scale
@liam · FID 401k−25% vs ~50-yr avg
S&P 500+65% vs ~50-yr avg
▸P/E6.4×−74% vs S&P24.9×benchmark
~50-yr S&P average · 18.5× ▾
CHEAPRICH
@liam · FID 401k 6.4× · S&P 500 24.9×
▸Fwd P/E5.4×−76% vs S&P22.5×benchmark
~50-yr S&P average · 15.5× ▾
CHEAPRICH
@liam · FID 401k 5.4× · S&P 500 22.5×
▸PEG0.34−85% vs S&P2.33benchmark
~50-yr S&P average · 0.96 ▾
CHEAPRICH
@liam · FID 401k 0.34 · S&P 500 2.33
▸P/S0.7×−76% vs S&P3.0×benchmark
~50-yr S&P average · 1.7× ▾
CHEAPRICH
@liam · FID 401k 0.7× · S&P 500 3.0×
▸EV/FCF2.2×−90% vs S&P22.0×benchmark
~50-yr S&P average · 16.0× ▾
CHEAPRICH
@liam · FID 401k 2.2× · S&P 500 22.0×
▸Yield0.43%−0.8pt vs S&P1.25%benchmark
~50-yr S&P average · 2.90% ▾
CHEAPRICH
@liam · FID 401k 0.43% · S&P 500 1.25%
Dials and the CHEAP–RICH scale anchor on the ~50-yr S&P average (center tick) — so today's index can itself read rich. Sub-lines compare against the current S&P (full-index figures, as of 2026-08). Blends are value-weighted harmonic means with sanity bands, options/crypto/shorts excluded. ◆ marks the cheapest in the row.
Top holdings · % of entity
| Symbol | @liam · FID 401k |
|---|---|
| DDI | 39.9% |
| BMBL | 18.6% |
| GRSD | 11.3% |
| ANF | 4.8% |
| NNDM | 3.4% |
| PTALF | 3.1% |
| LNSR | 2.8% |
| CROX | 2.6% |
| SIRI | 2.5% |
| PDD | 2.2% |
| HPQ | 2.2% |
| SIG | 2.1% |
| LULU | 1.4% |
| WU | 1.1% |
| OMC | 1.1% |
| MAPS | 0.7% |