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Fidelity International Capital Appreciation Fund (FIVFX) Sortino Ratio
Delisted

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund normally invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. It normally invests primarily in common stocks. The adviser allocates investments across different countries and regions. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Sortino ratio is not yet available for FIVFX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Fidelity International Capital Appreciation Fund's Sortino Ratio with other mutual funds in the Foreign Large Cap Equities category across multiple time periods, showing how FIVFX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 23, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
SWRLXTouchstone International Equity Fund4.41
SAHMXSA International Value Fund4.12
THOIXThornburg Global Opportunities Fund4.06
GTMIXGMO Tax-Managed International Equities Fund4.05
TIVFXAmerican Beacon Tocqueville International Value Fund4.03
DCINXDunham International Stock Fund3.91
DFWVXDFA World ex U.S. Value Portfolio Fund3.89
EISIXCarillon ClariVest International Stock Fund3.83
SIDNXHartford Schroders International Multi-Cap Value Fund3.83
GIOTXGMO International Developed Equity Allocation Fund3.79
FIVFXFidelity International Capital Appreciation Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows FIVFX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FIVFX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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