3988.HK vs. FJPNX
Compare and contrast key facts about Bank of China Limited (3988.HK) and Fidelity Japan Fund (FJPNX).
FJPNX is managed by Fidelity. It was launched on Sep 15, 1992.
Performance
3988.HK vs. FJPNX - Performance Comparison
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3988.HK vs. FJPNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
3988.HK Bank of China Limited | 13.45% | 22.65% | 43.37% | 14.21% | 10.25% | 14.66% | -14.78% | 4.69% | -6.88% | 17.45% |
FJPNX Fidelity Japan Fund | 9.92% | 31.91% | 6.81% | 15.84% | -22.10% | 3.67% | 24.86% | 25.08% | -14.65% | 30.25% |
Different Trading Currencies
3988.HK is traded in HKD, while FJPNX is traded in USD. To make them comparable, the FJPNX values have been converted to HKD using the latest available exchange rates.
Returns By Period
In the year-to-date period, 3988.HK achieves a 13.45% return, which is significantly higher than FJPNX's 9.92% return. Over the past 10 years, 3988.HK has outperformed FJPNX with an annualized return of 12.47%, while FJPNX has yielded a comparatively lower 10.68% annualized return.
3988.HK
- 1D
- 1.00%
- 1M
- 10.96%
- YTD
- 13.45%
- 6M
- 21.92%
- 1Y
- 14.35%
- 3Y*
- 29.06%
- 5Y*
- 20.94%
- 10Y*
- 12.47%
FJPNX
- 1D
- 2.79%
- 1M
- -0.77%
- YTD
- 9.92%
- 6M
- 14.62%
- 1Y
- 43.00%
- 3Y*
- 18.44%
- 5Y*
- 7.28%
- 10Y*
- 10.68%
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Return for Risk
3988.HK vs. FJPNX — Risk / Return Rank
3988.HK
FJPNX
3988.HK vs. FJPNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of China Limited (3988.HK) and Fidelity Japan Fund (FJPNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| 3988.HK | FJPNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.86 | -1.13 |
Sortino ratioReturn per unit of downside risk | 1.01 | 2.43 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.34 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 3.35 | -2.09 |
Martin ratioReturn relative to average drawdown | 3.00 | 12.19 | -9.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 3988.HK | FJPNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.86 | -1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.16 | 0.37 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.59 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.21 | +0.10 |
Correlation
The correlation between 3988.HK and FJPNX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
3988.HK vs. FJPNX - Dividend Comparison
3988.HK's dividend yield for the trailing twelve months is around 4.97%, less than FJPNX's 9.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3988.HK Bank of China Limited | 4.97% | 8.56% | 6.53% | 8.45% | 9.12% | 8.46% | 7.90% | 6.33% | 6.26% | 5.01% | 6.02% | 6.86% |
FJPNX Fidelity Japan Fund | 9.12% | 9.95% | 4.85% | 3.71% | 0.00% | 11.58% | 1.79% | 1.18% | 0.38% | 0.23% | 1.22% | 0.64% |
Drawdowns
3988.HK vs. FJPNX - Drawdown Comparison
The maximum 3988.HK drawdown since its inception was -66.11%, which is greater than FJPNX's maximum drawdown of -58.33%. Use the drawdown chart below to compare losses from any high point for 3988.HK and FJPNX.
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Drawdown Indicators
| 3988.HK | FJPNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.11% | -64.83% | -1.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -12.74% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -17.25% | -36.23% | +18.98% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -36.23% | -4.33% |
Current DrawdownCurrent decline from peak | 0.00% | -7.14% | +7.14% |
Average DrawdownAverage peak-to-trough decline | -19.93% | -25.01% | +5.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.29% | 3.46% | +1.83% |
Volatility
3988.HK vs. FJPNX - Volatility Comparison
The current volatility for Bank of China Limited (3988.HK) is 4.64%, while Fidelity Japan Fund (FJPNX) has a volatility of 9.86%. This indicates that 3988.HK experiences smaller price fluctuations and is considered to be less risky than FJPNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 3988.HK | FJPNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 9.86% | -5.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 16.78% | -5.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.24% | 23.20% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 19.71% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.01% | 18.15% | +0.86% |