Fidelity International Small Cap Opportunities Fund (FSCOX)
The investment seeks capital appreciation. The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. The fund invests at least 80% of assets in securities of companies with small market capitalizations. It invests primarily in common stocks. The advisor allocates investments across different countries and regions. The advisor 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
ISIN | US3159105622 |
---|---|
CUSIP | 315910562 |
Issuer | Fidelity |
Inception Date | Aug 2, 2005 |
Category | Foreign Small & Mid Cap Equities |
Min. Investment | $0 |
Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
FSCOX has a high expense ratio of 1.23%, indicating higher-than-average management fees.
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.
Popular comparisons: FSCOX vs. IJR, FSCOX vs. FSTSX, FSCOX vs. FIENX, FSCOX vs. FOPIX, FSCOX vs. ISCAX, FSCOX vs. HSCZ, FSCOX vs. FLIN, FSCOX vs. FIVFX, FSCOX vs. FIGRX, FSCOX vs. VXUS
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity International Small Cap Opportunities 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 International Small Cap Opportunities Fund had a return of 6.56% year-to-date (YTD) and 23.07% in the last 12 months. Over the past 10 years, Fidelity International Small Cap Opportunities Fund had an annualized return of 7.66%, while the S&P 500 had an annualized return of 11.43%, indicating that Fidelity International Small Cap Opportunities Fund did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 6.56% | 25.82% |
1 month | -0.56% | 3.20% |
6 months | 4.67% | 14.94% |
1 year | 23.07% | 35.92% |
5 years (annualized) | 5.74% | 14.22% |
10 years (annualized) | 7.66% | 11.43% |
Monthly Returns
The table below presents the monthly returns of FSCOX, 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 | -1.80% | 2.24% | 2.59% | -4.76% | 4.44% | -2.74% | 6.43% | 2.08% | 1.25% | -4.93% | 6.56% | ||
2023 | 7.32% | -1.68% | 1.98% | 1.26% | -2.17% | 1.43% | 2.03% | -3.17% | -5.48% | -4.46% | 11.62% | 8.66% | 16.99% |
2022 | -11.94% | -4.92% | -2.03% | -8.50% | 0.85% | -10.55% | 10.13% | -7.88% | -9.54% | 5.94% | 11.96% | -3.57% | -28.93% |
2021 | -1.70% | -1.69% | 3.02% | 5.59% | 2.05% | -0.04% | 4.66% | 5.14% | -3.65% | 2.71% | -3.06% | 3.95% | 17.66% |
2020 | -3.35% | -7.58% | -12.45% | 10.24% | 6.64% | 1.64% | 4.47% | 4.47% | 1.71% | -1.26% | 10.14% | 6.02% | 19.61% |
2019 | 5.70% | 3.99% | 0.73% | 4.53% | -4.55% | 4.66% | -1.82% | -1.09% | 2.48% | 3.61% | 4.00% | 4.11% | 29.07% |
2018 | 6.41% | -3.11% | 0.75% | -0.30% | -1.70% | -1.68% | 0.26% | -0.82% | -0.36% | -8.60% | 0.34% | -5.59% | -14.13% |
2017 | 4.26% | 1.32% | 2.54% | 5.52% | 4.99% | 0.34% | 2.85% | 0.00% | 2.50% | 1.19% | 3.10% | 2.46% | 35.70% |
2016 | -5.76% | -0.43% | 6.50% | 0.07% | 1.07% | -3.91% | 4.69% | 0.92% | 1.63% | -3.60% | -3.53% | 2.00% | -1.08% |
2015 | 0.15% | 5.77% | 0.83% | 3.35% | 1.79% | -0.33% | 1.11% | -4.52% | -2.57% | 3.47% | 0.40% | 1.14% | 10.68% |
2014 | -1.22% | 5.29% | 0.69% | -1.37% | 1.73% | 1.64% | -2.75% | 1.17% | -4.98% | -1.01% | -0.36% | 0.97% | -0.55% |
2013 | 2.83% | 0.26% | 3.17% | 4.82% | -2.06% | -2.10% | 4.55% | -1.90% | 8.06% | 3.06% | 0.36% | 2.61% | 25.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSCOX is 28, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity International Small Cap Opportunities Fund (FSCOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity International Small Cap Opportunities Fund provided a 0.87% dividend yield over the last twelve months, with an annual payout of $0.19 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.19 | $0.19 | $0.00 | $0.04 | $0.00 | $0.17 | $0.17 | $0.15 | $0.17 | $0.22 | $0.20 | $0.26 |
Dividend yield | 0.87% | 0.93% | 0.02% | 0.13% | 0.00% | 0.84% | 1.05% | 0.77% | 1.15% | 1.47% | 1.47% | 1.87% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity International Small Cap Opportunities 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 | $0.19 | $0.19 |
2022 | $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 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
2020 | $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 |
2019 | $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 |
2018 | $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 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
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 | $0.22 | $0.22 |
2014 | $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 |
2013 | $0.26 | $0.26 |
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 International Small Cap Opportunities 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 International Small Cap Opportunities Fund was 72.13%, occurring on Nov 20, 2008. Recovery took 1391 trading sessions.
The current Fidelity International Small Cap Opportunities Fund drawdown is 14.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-72.13% | Nov 1, 2007 | 266 | Nov 20, 2008 | 1391 | Jun 5, 2014 | 1657 |
-40.75% | Sep 15, 2021 | 261 | Sep 27, 2022 | — | — | — |
-31.34% | Jan 23, 2020 | 42 | Mar 23, 2020 | 99 | Aug 12, 2020 | 141 |
-25.28% | May 11, 2006 | 46 | Jul 18, 2006 | 130 | Jan 24, 2007 | 176 |
-23.52% | Jan 29, 2018 | 229 | Dec 24, 2018 | 240 | Dec 6, 2019 | 469 |
Volatility
Volatility Chart
The current Fidelity International Small Cap Opportunities Fund volatility is 3.34%, 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.