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Fidelity International Small Cap Opportunities Fun...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS3159105622
CUSIP315910562
IssuerFidelity
Inception DateAug 2, 2005
CategoryForeign Small & Mid Cap Equities
Min. Investment$0
Asset ClassEquity

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.


Expense ratio chart for FSCOX: current value at 1.23% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.23%

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: 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.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
4.67%
14.94%
FSCOX (Fidelity International Small Cap Opportunities Fund)
Benchmark (^GSPC)

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.


PeriodReturnBenchmark
Year-To-Date6.56%25.82%
1 month-0.56%3.20%
6 months4.67%14.94%
1 year23.07%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.80%2.24%2.59%-4.76%4.44%-2.74%6.43%2.08%1.25%-4.93%6.56%
20237.32%-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%
20195.70%3.99%0.73%4.53%-4.55%4.66%-1.82%-1.09%2.48%3.61%4.00%4.11%29.07%
20186.41%-3.11%0.75%-0.30%-1.70%-1.68%0.26%-0.82%-0.36%-8.60%0.34%-5.59%-14.13%
20174.26%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%
20150.15%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%
20132.83%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.


The Risk-Adjusted Performance Rank of FSCOX is 2828
Combined Rank
The Sharpe Ratio Rank of FSCOX is 2727Sharpe Ratio Rank
The Sortino Ratio Rank of FSCOX is 2828Sortino Ratio Rank
The Omega Ratio Rank of FSCOX is 2626Omega Ratio Rank
The Calmar Ratio Rank of FSCOX is 2525Calmar Ratio Rank
The Martin Ratio Rank of FSCOX is 3535Martin 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 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.


FSCOX
Sharpe ratio
The chart of Sharpe ratio for FSCOX, currently valued at 1.71, compared to the broader market0.002.004.001.71
Sortino ratio
The chart of Sortino ratio for FSCOX, currently valued at 2.48, compared to the broader market0.005.0010.002.48
Omega ratio
The chart of Omega ratio for FSCOX, currently valued at 1.31, compared to the broader market1.002.003.004.001.31
Calmar ratio
The chart of Calmar ratio for FSCOX, currently valued at 0.76, compared to the broader market0.005.0010.0015.0020.000.76
Martin ratio
The chart of Martin ratio for FSCOX, currently valued at 9.53, compared to the broader market0.0020.0040.0060.0080.00100.009.53
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 3.08, compared to the broader market0.002.004.003.08
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 4.10, compared to the broader market0.005.0010.004.10
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.58, compared to the broader market1.002.003.004.001.58
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.48, compared to the broader market0.005.0010.0015.0020.004.48
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 20.05, compared to the broader market0.0020.0040.0060.0080.00100.0020.05

Sharpe Ratio

The current Fidelity International Small Cap Opportunities Fund Sharpe ratio is 1.71. 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 International Small Cap Opportunities 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 Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.71
3.08
FSCOX (Fidelity International Small Cap Opportunities Fund)
Benchmark (^GSPC)

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.


0.00%0.50%1.00%1.50%2.00%$0.00$0.05$0.10$0.15$0.20$0.2520132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
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.


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
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.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-14.20%
0
FSCOX (Fidelity International Small Cap Opportunities Fund)
Benchmark (^GSPC)

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, 2007266Nov 20, 20081391Jun 5, 20141657
-40.75%Sep 15, 2021261Sep 27, 2022
-31.34%Jan 23, 202042Mar 23, 202099Aug 12, 2020141
-25.28%May 11, 200646Jul 18, 2006130Jan 24, 2007176
-23.52%Jan 29, 2018229Dec 24, 2018240Dec 6, 2019469

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.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
3.34%
3.89%
FSCOX (Fidelity International Small Cap Opportunities Fund)
Benchmark (^GSPC)