Fidelity Overseas Fund (FOSFX)
The fund normally invests at least 80% of assets in non-U.S. securities. 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.
Fund Info
US3163431022
316343102
Dec 4, 1984
$0
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Overseas 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 Overseas Fund had a return of 6.05% year-to-date (YTD) and 15.04% in the last 12 months. Over the past 10 years, Fidelity Overseas Fund had an annualized return of 7.12%, while the S&P 500 had an annualized return of 11.11%, indicating that Fidelity Overseas Fund did not perform as well as the benchmark.
FOSFX
6.05%
-5.47%
-2.16%
15.04%
6.76%
7.12%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of FOSFX, 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 | 0.43% | 4.29% | 3.06% | -4.21% | 4.49% | -0.05% | 2.64% | 3.28% | 0.33% | -6.11% | 6.05% | ||
| 2023 | 8.52% | -2.02% | 3.61% | 2.96% | -2.07% | 3.37% | 1.19% | -3.81% | -4.65% | -3.12% | 10.25% | 5.93% | 20.56% |
| 2022 | -8.77% | -5.28% | 0.73% | -8.31% | 0.06% | -10.52% | 8.60% | -7.50% | -9.52% | 5.84% | 12.82% | -3.02% | -24.79% |
| 2021 | -2.83% | 2.25% | 2.37% | 4.73% | 3.44% | -0.18% | 4.07% | 3.16% | -5.07% | 4.74% | -2.74% | 4.49% | 19.32% |
| 2020 | -1.35% | -6.52% | -13.07% | 7.95% | 6.52% | 3.35% | 5.21% | 4.35% | -1.38% | -4.68% | 11.88% | 4.92% | 15.42% |
| 2019 | 6.21% | 3.68% | 0.96% | 4.20% | -3.21% | 6.26% | -1.70% | -1.09% | 1.67% | 2.82% | 2.08% | 3.88% | 28.43% |
| 2018 | 4.99% | -4.88% | -1.19% | 1.28% | -0.73% | -1.01% | 1.83% | -0.30% | 0.42% | -9.30% | -0.41% | -5.71% | -14.73% |
| 2017 | 2.81% | 1.87% | 3.74% | 5.03% | 4.34% | -0.38% | 2.71% | 0.25% | 2.71% | 1.17% | 0.62% | 1.53% | 29.65% |
| 2016 | -6.39% | -1.83% | 6.36% | 1.63% | 1.43% | -4.01% | 4.33% | 0.41% | 1.79% | -3.35% | -3.02% | 2.08% | -1.32% |
| 2015 | 1.52% | 6.77% | -1.14% | 3.91% | 1.65% | -1.92% | 2.24% | -5.54% | -4.08% | 5.94% | 0.51% | -1.12% | 8.27% |
| 2014 | -3.80% | 5.81% | -1.05% | 0.81% | 1.83% | 0.55% | -3.23% | -0.12% | -3.41% | -0.15% | 1.56% | -2.08% | -3.61% |
| 2013 | 3.93% | -0.57% | 2.22% | 4.48% | -1.96% | -2.14% | 5.35% | -1.75% | 6.80% | 3.67% | 1.53% | 4.31% | 28.52% |
Expense Ratio
FOSFX has a high expense ratio of 0.99%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FOSFX is 24, indicating that it is in the bottom 24% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Overseas Fund (FOSFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Overseas Fund provided a 0.96% dividend yield over the last twelve months, with an annual payout of $0.62 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.62 | $0.62 | $0.39 | $0.20 | $0.11 | $0.70 | $0.68 | $0.52 | $0.72 | $0.43 | $0.67 | $1.20 |
Dividend yield | 0.96% | 1.02% | 0.77% | 0.30% | 0.18% | 1.35% | 1.66% | 1.02% | 1.83% | 1.06% | 1.76% | 2.98% |
Monthly Dividends
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.
| 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 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.62 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2021 | $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 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.52 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.72 |
| 2015 | $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 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2013 | $1.20 | $1.20 |
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 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 62.54%, occurring on Mar 9, 2009. Recovery took 1555 trading sessions.
The current Fidelity Overseas Fund drawdown is 8.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.54% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1555 | May 13, 2015 | 1893 |
| -53.71% | Mar 6, 2000 | 755 | Mar 12, 2003 | 688 | Dec 2, 2005 | 1443 |
| -45.63% | May 12, 1987 | 196 | Feb 9, 1988 | 2093 | Feb 16, 1996 | 2289 |
| -36.51% | Nov 9, 2021 | 233 | Oct 12, 2022 | 438 | Jul 12, 2024 | 671 |
| -32.53% | Jan 23, 2020 | 42 | Mar 23, 2020 | 89 | Jul 29, 2020 | 131 |
Volatility
Volatility Chart
The current Fidelity Overseas Fund volatility is 3.77%, 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.