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


Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


Loading data...

S&P 500

Returns By Period

Fidelity Japan Smaller Companies Fund (FJSCX) returned 11.41% year-to-date (YTD) and 18.47% over the past 12 months. Over the past 10 years, FJSCX returned 6.63% annually, underperforming the S&P 500 benchmark at 10.68%.


FJSCX

YTD

11.41%

1M

5.53%

6M

11.07%

1Y

18.47%

3Y*

11.29%

5Y*

7.39%

10Y*

6.63%

^GSPC (Benchmark)

YTD

-1.34%

1M

5.02%

6M

-3.08%

1Y

9.39%

3Y*

13.76%

5Y*

14.45%

10Y*

10.68%

*Annualized

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
2025-0.96%1.42%2.36%4.30%3.89%11.41%
20240.07%2.79%2.71%-5.21%3.11%1.22%6.60%0.66%2.19%-6.25%3.34%-2.69%8.03%
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%3.00%-0.36%
2020-4.88%-10.01%-5.63%4.96%7.26%-0.64%-0.96%6.49%4.38%-2.92%4.93%3.42%4.80%
20194.56%3.10%-0.61%1.30%-3.17%3.77%0.00%-0.91%3.67%3.77%1.93%2.95%21.99%
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%1.09%14.07%
2014-4.02%-1.86%-1.11%-1.28%3.96%5.99%0.22%-1.03%-2.74%-0.30%-4.96%0.69%-6.73%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 78, FJSCX is among the top 22% of 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 7878
Overall Rank
The Sharpe Ratio Rank of FJSCX is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of FJSCX is 7777
Sortino Ratio Rank
The Omega Ratio Rank of FJSCX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of FJSCX is 8686
Calmar Ratio Rank
The Martin Ratio Rank of FJSCX is 7575
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Japan Smaller Companies Fund Sharpe ratios as of May 27, 2025 (values are recalculated daily):

  • 1-Year: 0.96
  • 5-Year: 0.44
  • 10-Year: 0.42
  • All Time: 0.29

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Japan Smaller Companies Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Fidelity Japan Smaller Companies Fund provided a 4.07% dividend yield over the last twelve months, with an annual payout of $0.71 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.71$0.71$0.43$0.01$1.89$0.28$1.23$0.84$0.90$0.41$0.20$0.22

Dividend yield

4.07%4.54%2.82%0.05%12.01%1.59%7.13%5.55%4.77%2.83%1.43%1.80%

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
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.71$0.71
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.43
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$1.89$1.89
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.28$0.28
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.23$1.23
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.84$0.84
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.90$0.90
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.41$0.41
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.20
2014$0.22$0.22

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.


Loading data...

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.21%Mar 2, 2000201Dec 15, 2000816Mar 25, 20041017
-64.19%Jan 17, 2006788Mar 9, 20091026Apr 8, 20131814
-55.61%Apr 30, 1996635Oct 5, 1998173Jun 3, 1999808
-32.1%Jan 30, 2018535Mar 16, 2020179Nov 27, 2020714
-29.74%Sep 20, 2021271Oct 14, 2022449Jul 31, 2024720
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...