Fidelity Overseas Fund (FOSFX)

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Fidelity Overseas Fund (FOSFX) is up 8.9% since the beginning of the year. FOSFX is currently trading at $78 per share. Investors who bought $1,000 worth of FOSFX shares 5 years ago would now be looking at an investment worth $1,374.

Fidelity Overseas Fund (FOSFX) has returned 8.89% so far this year and 14.29% over the past 12 months. Over the last ten years, FOSFX has returned 9.16% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Dec 4, 1984, FOSFX'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, 61% of months were positive and 39% were negative. The best month was Mar 1986 with a return of +17.2%, while the worst month was Oct 2008 at -22.1%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FOSFX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +13.4%, while the worst single day was Dec 14, 1987 at -23.8%.

Fidelity Overseas Fund has an annualized alpha of 2.93%, beta of 0.66, and R2 of 0.42 versus S&P 500 Index. Calculated based on daily prices since December 04, 1984.

• This fund participated in 84.95% of S&P 500 Index downside but only 82.32% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.66 may look defensive, but with R2 of 0.42 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.42 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

FOSFX has a high expense ratio of 0.99%, indicating above-average management fees.

FOSFX ranks 12 for risk / return — in the bottom 12% 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.

Fidelity Overseas Fund provided a 4.47% dividend yield over the last twelve months, with an annual payout of $3.51 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Fidelity Overseas Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Fidelity Overseas 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 Overseas Fund was 63.51%, occurring on Mar 9, 2009. Recovery took 2046 trading sessions.

The chart below shows the rolling one-month volatility.