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Fidelity Series Emerging Markets Opportunities Fun...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS3159101258
CUSIP315910125
IssuerFidelity
Inception DateDec 9, 2008
CategoryEmerging Markets Equities
Min. Investment$0
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The Fidelity Series Emerging Markets Opportunities Fund has an expense ratio of 0.01% which is considered to be low.


0.50%1.00%1.50%2.00%0.01%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Fidelity Series Emerging Markets Opportunities Fund

Popular comparisons: FEMSX vs. FDEM, FEMSX vs. SPEM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Series Emerging Markets Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
10.46%
17.08%
FEMSX (Fidelity Series Emerging Markets Opportunities Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fidelity Series Emerging Markets Opportunities Fund had a return of 0.23% year-to-date (YTD) and 7.41% in the last 12 months. Over the past 10 years, Fidelity Series Emerging Markets Opportunities Fund had an annualized return of 4.57%, while the S&P 500 had an annualized return of 10.50%, indicating that Fidelity Series Emerging Markets Opportunities Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date0.23%5.90%
1 month-1.70%-1.28%
6 months8.92%15.51%
1 year7.41%21.68%
5 years (annualized)2.57%11.74%
10 years (annualized)4.57%10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.10%4.63%2.59%
2023-3.08%-3.24%8.08%4.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FEMSX is 27, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of FEMSX is 2727
Fidelity Series Emerging Markets Opportunities Fund(FEMSX)
The Sharpe Ratio Rank of FEMSX is 2828Sharpe Ratio Rank
The Sortino Ratio Rank of FEMSX is 2727Sortino Ratio Rank
The Omega Ratio Rank of FEMSX is 2626Omega Ratio Rank
The Calmar Ratio Rank of FEMSX is 2525Calmar Ratio Rank
The Martin Ratio Rank of FEMSX is 2828Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Series Emerging Markets Opportunities Fund (FEMSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FEMSX
Sharpe ratio
The chart of Sharpe ratio for FEMSX, currently valued at 0.53, compared to the broader market-1.000.001.002.003.004.000.53
Sortino ratio
The chart of Sortino ratio for FEMSX, currently valued at 0.86, compared to the broader market-2.000.002.004.006.008.0010.0012.000.86
Omega ratio
The chart of Omega ratio for FEMSX, currently valued at 1.10, compared to the broader market1.001.502.002.503.001.10
Calmar ratio
The chart of Calmar ratio for FEMSX, currently valued at 0.22, compared to the broader market0.002.004.006.008.0010.0012.000.22
Martin ratio
The chart of Martin ratio for FEMSX, currently valued at 1.48, compared to the broader market0.0010.0020.0030.0040.0050.0060.001.48
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-1.000.001.002.003.004.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-2.000.002.004.006.008.0010.0012.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.002.503.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.002.004.006.008.0010.0012.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.62

Sharpe Ratio

The current Fidelity Series Emerging Markets Opportunities Fund Sharpe ratio is 0.53. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.53
1.89
FEMSX (Fidelity Series Emerging Markets Opportunities Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Series Emerging Markets Opportunities Fund granted a 2.81% dividend yield in the last twelve months. The annual payout for that period amounted to $0.49 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.49$0.49$0.37$2.70$0.75$0.51$1.55$1.92$0.23$0.18$0.14$0.35

Dividend yield

2.81%2.82%2.39%12.83%2.99%2.48%9.42%8.98%1.46%1.27%0.83%1.97%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Series Emerging Markets Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.70
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.75
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.51
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.55
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.92
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14
2013$0.35

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-27.10%
-3.86%
FEMSX (Fidelity Series Emerging Markets Opportunities Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Series Emerging Markets Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity Series Emerging Markets Opportunities Fund was 44.16%, occurring on Oct 24, 2022. The portfolio has not yet recovered.

The current Fidelity Series Emerging Markets Opportunities Fund drawdown is 27.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.16%Feb 17, 2021426Oct 24, 2022
-34.63%Jan 21, 202044Mar 23, 2020108Aug 25, 2020152
-33.29%Sep 5, 2014346Jan 20, 2016329May 10, 2017675
-30.98%Apr 11, 2011122Oct 3, 2011671Jun 6, 2014793
-27.17%Jan 29, 2018191Oct 29, 2018301Jan 10, 2020492

Volatility

Volatility Chart

The current Fidelity Series Emerging Markets Opportunities Fund volatility is 3.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%NovemberDecember2024FebruaryMarchApril
3.64%
3.39%
FEMSX (Fidelity Series Emerging Markets Opportunities Fund)
Benchmark (^GSPC)