- ISIN
- US31618H2756
- Issuer
- Fidelity
- Inception Date
- Oct 2, 2018
- Category
- Foreign Small & Mid Cap Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FIQJX Performance Chart
Fidelity Advisor International Small Cap Opportunities Fund Class Z (FIQJX) is up 6.8% since the beginning of the year. FIQJX is currently trading at $23 per share. Investors who bought $1,000 worth of FIQJX shares 5 years ago would now be looking at an investment worth $1,285.
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Returns By Period
Fidelity Advisor International Small Cap Opportunities Fund Class Z (FIQJX) has returned 6.77% so far this year and 15.76% over the past 12 months.
Fidelity Advisor International Small Cap Opportunities Fund Class Z
- 1D
- 0.43%
- 1M
- -1.15%
- YTD
- 6.77%
- 6M
- 7.42%
- 1Y
- 15.76%
- 3Y*
- 13.72%
- 5Y*
- 5.14%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FIQJX Monthly Returns History
Based on dividend-adjusted daily data since Oct 17, 2018, FIQJX's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2022 with a return of +11.9%, while the worst month was Mar 2020 at -12.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.
On a daily basis, FIQJX closed higher 52% of trading days. The best single day was Nov 10, 2022 with a return of +6.5%, while the worst single day was Mar 12, 2020 at -9.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.04% | 3.76% | -8.53% | 7.68% | 3.33% | -1.86% | 6.77% | ||||||
| 2025 | 3.29% | 0.30% | -1.09% | 5.86% | 5.49% | 5.57% | -1.91% | 4.03% | 0.04% | -1.75% | 1.19% | 2.10% | 25.17% |
| 2024 | -1.76% | 2.25% | 2.55% | -4.73% | 4.46% | -2.75% | 6.45% | 2.08% | 1.25% | -4.95% | 2.36% | -2.40% | 4.17% |
| 2023 | 7.35% | -1.69% | 1.98% | 1.26% | -2.13% | 1.38% | 2.09% | -3.23% | -5.45% | -4.48% | 11.66% | 8.68% | 17.10% |
| 2022 | -11.94% | -4.93% | -2.03% | -8.48% | 0.86% | -10.53% | 10.15% | -7.85% | -9.56% | 5.95% | 11.93% | -3.51% | -28.85% |
| 2021 | -1.71% | -1.66% | 3.03% | 5.64% | 2.01% | 0.00% | 4.62% | 5.18% | -3.65% | 2.75% | -3.06% | 3.97% | 17.85% |
Benchmark Metrics
Fidelity Advisor International Small Cap Opportunities Fund Class Z has an annualized alpha of -0.00%, beta of 0.68, and R2 of 0.60 versus S&P 500 Index. Calculated based on daily prices since October 17, 2018.
- This fund participated in 97.67% of S&P 500 Index downside but only 81.27% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.68 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- -0.00%
- Beta
- 0.68
- R²
- 0.60
- Upside Capture
- 81.27%
- Downside Capture
- 97.67%
Expense Ratio
FIQJX has a high expense ratio of 1.11%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FIQJX ranks 17 for risk / return — in the bottom 17% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor International Small Cap Opportunities Fund Class Z (FIQJX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIQJX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.94 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.78 | -1.40 |
| Martin ratioReturn relative to average drawdown | 4.57 | 12.44 | -7.87 |
Dividends
Dividend History
Fidelity Advisor International Small Cap Opportunities Fund Class Z provided a 11.37% dividend yield over the last twelve months, with an annual payout of $2.64 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.64 | $2.64 | $1.29 | $0.77 | $1.17 | $2.39 | $0.00 | $0.25 | $0.52 |
Dividend yield | 11.37% | 12.14% | 6.63% | 3.88% | 6.61% | 9.01% | 0.00% | 1.24% | 3.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor International Small Cap Opportunities Fund Class Z. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $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 | $2.64 | $2.64 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $1.29 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.77 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 | $1.17 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.39 | $2.39 |
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 Advisor International Small Cap Opportunities Fund Class Z. 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 Advisor International Small Cap Opportunities Fund Class Z was 40.67%, occurring on Sep 27, 2022. Recovery took 688 trading sessions.
The current Fidelity Advisor International Small Cap Opportunities Fund Class Z drawdown is 1.86%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -40.67%Sep 2022 | 1y 12d | 2y 9mo | 3y 9moSep 2021 - Jun 2025 |
COVID crash2020 | -31.30%Mar 2020 | 2mo | 4mo 22d | 6mo 22dJan 2020 - Aug 2020 |
Rate-hike selloffLate 2018 | -12.36%Dec 2018 | 2mo 7d | 2mo 3d | 4mo 10dOct 2018 - Feb 2019 |
2026 correction2026 | -10.99%Mar 2026 | 28d | 18d | 1mo 16dMar 2026 - Apr 2026 |
2025 pullback2025 | -8.12%Nov 2025 | 2mo 5d | 1mo 16d | 3mo 21dSep 2025 - Jan 2026 |
Drawdown Indicators
| FIQJX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.67% | -56.78% | +16.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.99% | -9.10% | -1.89% |
Max Drawdown (3Y)Largest decline over 3 years | -14.60% | -18.90% | +4.30% |
Max Drawdown (5Y)Largest decline over 5 years | -40.67% | -25.43% | -15.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.86% | -1.80% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -11.76% | -10.71% | -1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 2.03% | +1.31% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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