Fidelity Japan Smaller Companies Fund (FJSCX)
The fund invests at least 80% of assets in securities of Japanese issuers, and other investments that are tied economically to Japan, with smaller market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell/Nomura Mid-Small Cap Index or the JASDAQ Index). It invests in securities of Japanese issuers with larger market capitalizations. The fund 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.
Fund Info
Expense Ratio
FJSCX features an expense ratio of 0.91%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Japan Smaller Companies Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Japan Smaller Companies Fund had a return of 2.85% year-to-date (YTD) and 6.60% in the last 12 months. Over the past 10 years, Fidelity Japan Smaller Companies Fund had an annualized return of 6.27%, while the S&P 500 had an annualized return of 11.01%, indicating that Fidelity Japan Smaller Companies Fund did not perform as well as the benchmark.
FJSCX
2.85%
-4.26%
-0.13%
6.60%
1.15%
6.27%
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of FJSCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.07% | 2.79% | 2.71% | -5.21% | 3.11% | 1.22% | 6.60% | 0.66% | 2.19% | -6.25% | 3.34% | 2.85% | |
2023 | 5.94% | -4.62% | 4.48% | 0.63% | 0.28% | 3.41% | 4.18% | -2.59% | -3.98% | -5.39% | 7.75% | 5.23% | 15.15% |
2022 | -5.65% | -0.27% | -4.45% | -6.78% | 3.10% | -7.20% | 7.04% | -2.29% | -8.09% | 2.63% | 11.07% | -2.69% | -14.49% |
2021 | -2.76% | -0.41% | 2.85% | -1.69% | 1.78% | 1.02% | 0.56% | 0.67% | 1.93% | -2.93% | -4.07% | 3.01% | -0.36% |
2020 | -4.88% | -10.01% | -5.63% | 4.96% | 7.26% | -0.64% | -0.96% | 6.48% | 4.38% | -2.92% | 4.93% | 3.42% | 4.80% |
2019 | 4.56% | 3.10% | -0.61% | 1.29% | -3.17% | 3.77% | -0.00% | -0.91% | 3.67% | 3.77% | 1.93% | 2.95% | 22.00% |
2018 | 3.96% | -1.78% | -0.10% | -1.03% | -0.31% | -2.94% | -1.51% | -1.59% | 1.84% | -6.35% | 1.11% | -7.97% | -15.98% |
2017 | 3.69% | 2.70% | 0.77% | 1.84% | 4.18% | 1.44% | 3.43% | 1.77% | 2.19% | 3.52% | 3.98% | 1.50% | 35.73% |
2016 | -2.96% | -0.30% | 5.60% | -0.35% | 1.28% | 3.57% | 3.65% | -4.57% | 5.75% | 1.29% | -4.41% | 0.61% | 8.82% |
2015 | 3.33% | 2.83% | 2.22% | 2.69% | 0.44% | 2.10% | 0.78% | -5.07% | -2.75% | 5.04% | 0.94% | 1.75% | 14.81% |
2014 | -4.02% | -1.86% | -1.11% | -1.28% | 3.96% | 5.99% | 0.22% | -1.03% | -2.74% | -0.30% | -4.96% | 0.95% | -6.49% |
2013 | 5.40% | 2.82% | 16.17% | 15.59% | -9.24% | 2.25% | 4.65% | -3.90% | 14.61% | -1.84% | -0.94% | 0.48% | 52.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FJSCX is 21, meaning it’s performing worse than 79% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Japan Smaller Companies Fund (FJSCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Japan Smaller Companies Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.00 | $0.33 | $0.01 | $0.51 | $0.19 | $0.23 | $0.11 | $0.16 | $0.17 | $0.29 | $0.25 | $0.35 |
Dividend yield | 0.00% | 2.16% | 0.05% | 3.26% | 1.05% | 1.31% | 0.74% | 0.85% | 1.15% | 2.09% | 2.06% | 2.57% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Japan Smaller Companies Fund. 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $0.33 | $0.33 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
2013 | $0.35 | $0.35 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Japan Smaller Companies 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 Japan Smaller Companies Fund was 66.21%, occurring on Dec 15, 2000. Recovery took 816 trading sessions.
The current Fidelity Japan Smaller Companies Fund drawdown is 11.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-66.21% | Mar 2, 2000 | 201 | Dec 15, 2000 | 816 | Mar 25, 2004 | 1017 |
-64.87% | Jan 17, 2006 | 788 | Mar 9, 2009 | 1026 | Apr 8, 2013 | 1814 |
-55.81% | Apr 30, 1996 | 635 | Oct 5, 1998 | 174 | Jun 4, 1999 | 809 |
-32.1% | Jan 30, 2018 | 535 | Mar 16, 2020 | 179 | Nov 27, 2020 | 714 |
-29.74% | Sep 20, 2021 | 271 | Oct 14, 2022 | 449 | Jul 31, 2024 | 720 |
Volatility
Volatility Chart
The current Fidelity Japan Smaller Companies Fund volatility is 7.62%, 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.