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Fidelity Japan Smaller Companies Fund (FJSCX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3159107602

CUSIP

315910760

Issuer

Fidelity

Inception Date

Nov 1, 1995

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

FJSCX features an expense ratio of 0.91%, falling within the medium range.


Expense ratio chart for FJSCX: current value at 0.91% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.91%

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.


Popular comparisons:
FJSCX vs. DBJP FJSCX vs. SCJ FJSCX vs. DXJS FJSCX vs. FNORX FJSCX vs. DFJ FJSCX vs. EWJ FJSCX vs. EWJV FJSCX vs. SPY
Popular comparisons:
FJSCX vs. DBJP FJSCX vs. SCJ FJSCX vs. DXJS FJSCX vs. FNORX FJSCX vs. DFJ FJSCX vs. EWJ FJSCX vs. EWJV FJSCX vs. SPY

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.


750.00%800.00%850.00%900.00%JulyAugustSeptemberOctoberNovemberDecember
803.79%
867.44%
FJSCX (Fidelity Japan Smaller Companies Fund)
Benchmark (^GSPC)

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

YTD

2.85%

1M

-4.26%

6M

-0.13%

1Y

6.60%

5Y*

1.15%

10Y*

6.27%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.07%2.79%2.71%-5.21%3.11%1.22%6.60%0.66%2.19%-6.25%3.34%2.85%
20235.94%-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%
20194.56%3.10%-0.61%1.29%-3.17%3.77%-0.00%-0.91%3.67%3.77%1.93%2.95%22.00%
20183.96%-1.78%-0.10%-1.03%-0.31%-2.94%-1.51%-1.59%1.84%-6.35%1.11%-7.97%-15.98%
20173.69%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%
20153.33%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%
20135.40%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.


The Risk-Adjusted Performance Rank of FJSCX is 2121
Overall Rank
The Sharpe Ratio Rank of FJSCX is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of FJSCX is 1717
Sortino Ratio Rank
The Omega Ratio Rank of FJSCX is 1818
Omega Ratio Rank
The Calmar Ratio Rank of FJSCX is 3737
Calmar Ratio Rank
The Martin Ratio Rank of FJSCX is 2020
Martin 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 Japan Smaller Companies Fund (FJSCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FJSCX, currently valued at 0.38, compared to the broader market-1.000.001.002.003.004.000.381.90
The chart of Sortino ratio for FJSCX, currently valued at 0.62, compared to the broader market-2.000.002.004.006.008.0010.000.622.54
The chart of Omega ratio for FJSCX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.003.501.091.35
The chart of Calmar ratio for FJSCX, currently valued at 0.51, compared to the broader market0.005.0010.0015.000.512.81
The chart of Martin ratio for FJSCX, currently valued at 1.72, compared to the broader market0.0020.0040.0060.001.7212.39
FJSCX
^GSPC

The current Fidelity Japan Smaller Companies Fund Sharpe ratio is 0.38. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Japan Smaller Companies Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.38
1.90
FJSCX (Fidelity Japan Smaller Companies Fund)
Benchmark (^GSPC)

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.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.10$0.20$0.30$0.40$0.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.98%
-3.58%
FJSCX (Fidelity Japan Smaller Companies Fund)
Benchmark (^GSPC)

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, 2000201Dec 15, 2000816Mar 25, 20041017
-64.87%Jan 17, 2006788Mar 9, 20091026Apr 8, 20131814
-55.81%Apr 30, 1996635Oct 5, 1998174Jun 4, 1999809
-32.1%Jan 30, 2018535Mar 16, 2020179Nov 27, 2020714
-29.74%Sep 20, 2021271Oct 14, 2022449Jul 31, 2024720

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.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
7.62%
3.64%
FJSCX (Fidelity Japan Smaller Companies Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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