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Fidelity China Region Fund (FHKCX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3159107784
CUSIP
315910778
Issuer
Fidelity
Inception Date
Nov 1, 1995
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Fidelity China Region Fund (FHKCX) has returned 5.51% so far this year and 43.83% over the past 12 months. Over the last ten years, FHKCX and the S&P 500 Index benchmark have both delivered an annualized return of 12.16%.


Fidelity China Region Fund

1D
-0.67%
1M
-9.04%
YTD
5.51%
6M
6.28%
1Y
43.83%
3Y*
19.86%
5Y*
2.80%
10Y*
12.16%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 29, 1996, FHKCX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, your investment would double in approximately 5.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2022 with a return of +30.1%, while the worst month was Oct 1997 at -31.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 7 months.

On a daily basis, FHKCX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +14.3%, while the worst single day was Sep 17, 2001 at -10.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.83%4.65%-9.04%5.51%
20251.85%3.96%-1.24%-4.18%5.34%7.92%4.67%5.41%12.60%2.09%-3.95%2.73%42.56%
2024-5.53%7.18%3.24%2.81%4.33%3.68%-2.15%0.82%12.80%-1.86%-3.84%0.87%23.15%
202313.60%-8.91%3.63%-4.65%-4.66%3.95%5.88%-6.84%-3.67%-1.21%5.08%-0.26%-0.29%
2022-1.20%-6.57%-8.38%-6.56%2.65%2.24%-5.89%-0.80%-13.59%-13.01%30.14%0.50%-23.87%
20216.77%3.06%-3.93%0.25%-2.00%1.06%-10.10%-0.95%-5.27%3.55%-4.64%-1.27%-13.69%

Benchmark Metrics

Fidelity China Region Fund has an annualized alpha of 4.98%, beta of 0.72, and R² of 0.34 versus S&P 500 Index. Calculated based on daily prices since April 01, 1996.

  • This fund captured 102.07% of S&P 500 Index gains but only 96.15% of its losses — a favorable profile for investors.
  • R² of 0.34 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
4.98%
Beta
0.72
0.34
Upside Capture
102.07%
Downside Capture
96.15%

Expense Ratio

FHKCX has an expense ratio of 0.91%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FHKCX ranks 88 for risk / return — in the top 88% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


FHKCX Risk / Return Rank: 8888
Overall Rank
FHKCX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
FHKCX Sortino Ratio Rank: 8787
Sortino Ratio Rank
FHKCX Omega Ratio Rank: 8484
Omega Ratio Rank
FHKCX Calmar Ratio Rank: 9090
Calmar Ratio Rank
FHKCX Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity China Region Fund (FHKCX) and compare them to a chosen benchmark (S&P 500 Index).


FHKCXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.87

0.90

+0.97

Sortino ratio

Return per unit of downside risk

2.41

1.39

+1.03

Omega ratio

Gain probability vs. loss probability

1.35

1.21

+0.14

Calmar ratio

Return relative to maximum drawdown

2.51

1.40

+1.12

Martin ratio

Return relative to average drawdown

9.74

6.61

+3.13

Explore FHKCX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fidelity China Region Fund provided a 1.66% dividend yield over the last twelve months, with an annual payout of $0.95 per share.


0.00%5.00%10.00%15.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.95$0.95$0.54$0.62$0.34$4.68$2.70$0.26$0.25$0.14$0.32$3.93

Dividend yield

1.66%1.75%1.39%1.92%1.05%10.77%4.85%0.66%0.83%0.39%1.35%15.47%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.95$0.95
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.54$0.54
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.62$0.62
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.68$4.68

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity China Region 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 China Region Fund was 61.96%, occurring on Oct 27, 2008. Recovery took 1225 trading sessions.

The current Fidelity China Region Fund drawdown is 10.80%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.96%Oct 30, 2007251Oct 27, 20081225Sep 10, 20131476
-58.41%Feb 18, 2021430Oct 31, 2022797Jan 6, 20261227
-56.64%Aug 8, 1997268Aug 31, 1998318Dec 3, 1999586
-49.78%Mar 13, 2000383Sep 21, 2001964Jul 21, 20051347
-41.03%May 28, 2015180Feb 11, 2016420Oct 11, 2017600

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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