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AIVGX vs. FTIHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AIVGX and FTIHX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

AIVGX vs. FTIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds International Vantage Fund (AIVGX) and Fidelity Total International Index Fund (FTIHX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AIVGX:

0.60

FTIHX:

0.66

Sortino Ratio

AIVGX:

0.92

FTIHX:

1.05

Omega Ratio

AIVGX:

1.12

FTIHX:

1.14

Calmar Ratio

AIVGX:

0.70

FTIHX:

0.82

Martin Ratio

AIVGX:

2.00

FTIHX:

2.50

Ulcer Index

AIVGX:

4.77%

FTIHX:

4.33%

Daily Std Dev

AIVGX:

15.49%

FTIHX:

15.78%

Max Drawdown

AIVGX:

-32.25%

FTIHX:

-35.75%

Current Drawdown

AIVGX:

-0.70%

FTIHX:

-0.13%

Returns By Period

In the year-to-date period, AIVGX achieves a 13.30% return, which is significantly higher than FTIHX's 10.87% return.


AIVGX

YTD

13.30%

1M

11.99%

6M

8.41%

1Y

9.16%

5Y*

8.81%

10Y*

N/A

FTIHX

YTD

10.87%

1M

10.21%

6M

6.96%

1Y

10.35%

5Y*

10.68%

10Y*

N/A

*Annualized

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AIVGX vs. FTIHX - Expense Ratio Comparison

AIVGX has a 0.59% expense ratio, which is higher than FTIHX's 0.06% expense ratio.


Risk-Adjusted Performance

AIVGX vs. FTIHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIVGX
The Risk-Adjusted Performance Rank of AIVGX is 6565
Overall Rank
The Sharpe Ratio Rank of AIVGX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of AIVGX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of AIVGX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of AIVGX is 7777
Calmar Ratio Rank
The Martin Ratio Rank of AIVGX is 6161
Martin Ratio Rank

FTIHX
The Risk-Adjusted Performance Rank of FTIHX is 7171
Overall Rank
The Sharpe Ratio Rank of FTIHX is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of FTIHX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of FTIHX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of FTIHX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of FTIHX is 6969
Martin 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.

AIVGX vs. FTIHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds International Vantage Fund (AIVGX) and Fidelity Total International Index Fund (FTIHX). 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.


The current AIVGX Sharpe Ratio is 0.60, which is comparable to the FTIHX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of AIVGX and FTIHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AIVGX vs. FTIHX - Dividend Comparison

AIVGX's dividend yield for the trailing twelve months is around 1.47%, less than FTIHX's 2.60% yield.


TTM202420232022202120202019201820172016
AIVGX
American Funds International Vantage Fund
1.47%1.66%1.53%1.43%1.07%0.62%1.76%0.00%0.00%0.00%
FTIHX
Fidelity Total International Index Fund
2.60%2.88%2.78%2.51%2.55%1.62%2.61%2.21%1.36%0.40%

Drawdowns

AIVGX vs. FTIHX - Drawdown Comparison

The maximum AIVGX drawdown since its inception was -32.25%, smaller than the maximum FTIHX drawdown of -35.75%. Use the drawdown chart below to compare losses from any high point for AIVGX and FTIHX. For additional features, visit the drawdowns tool.


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Volatility

AIVGX vs. FTIHX - Volatility Comparison


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