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ASIAX vs. FEAAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ASIAX vs. FEAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco EQV Asia Pacific Equity Fund (ASIAX) and Fidelity Advisor Emerging Asia Fund Class A (FEAAX). The values are adjusted to include any dividend payments, if applicable.

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ASIAX vs. FEAAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASIAX
Invesco EQV Asia Pacific Equity Fund
0.36%24.56%9.59%0.87%-10.82%-6.10%25.76%17.78%-11.50%29.13%
FEAAX
Fidelity Advisor Emerging Asia Fund Class A
3.63%36.67%20.63%13.50%-30.79%-15.06%72.51%30.64%-15.11%45.96%

Returns By Period

In the year-to-date period, ASIAX achieves a 0.36% return, which is significantly lower than FEAAX's 3.63% return. Over the past 10 years, ASIAX has underperformed FEAAX with an annualized return of 7.29%, while FEAAX has yielded a comparatively higher 12.67% annualized return.


ASIAX

1D
2.45%
1M
-8.56%
YTD
0.36%
6M
5.66%
1Y
27.53%
3Y*
9.63%
5Y*
2.35%
10Y*
7.29%

FEAAX

1D
2.76%
1M
-9.35%
YTD
3.63%
6M
3.99%
1Y
36.35%
3Y*
21.59%
5Y*
2.20%
10Y*
12.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ASIAX vs. FEAAX - Expense Ratio Comparison

ASIAX has a 1.45% expense ratio, which is higher than FEAAX's 1.20% expense ratio.


Return for Risk

ASIAX vs. FEAAX — Risk / Return Rank

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

ASIAX
ASIAX Risk / Return Rank: 8383
Overall Rank
ASIAX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
ASIAX Sortino Ratio Rank: 8484
Sortino Ratio Rank
ASIAX Omega Ratio Rank: 8181
Omega Ratio Rank
ASIAX Calmar Ratio Rank: 8383
Calmar Ratio Rank
ASIAX Martin Ratio Rank: 8282
Martin Ratio Rank

FEAAX
FEAAX Risk / Return Rank: 8686
Overall Rank
FEAAX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
FEAAX Sortino Ratio Rank: 8686
Sortino Ratio Rank
FEAAX Omega Ratio Rank: 8383
Omega Ratio Rank
FEAAX Calmar Ratio Rank: 9090
Calmar Ratio Rank
FEAAX Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASIAX vs. FEAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco EQV Asia Pacific Equity Fund (ASIAX) and Fidelity Advisor Emerging Asia Fund Class A (FEAAX). 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.


ASIAXFEAAXDifference

Sharpe ratio

Return per unit of total volatility

1.71

1.85

-0.14

Sortino ratio

Return per unit of downside risk

2.32

2.41

-0.10

Omega ratio

Gain probability vs. loss probability

1.33

1.35

-0.02

Calmar ratio

Return relative to maximum drawdown

2.19

2.69

-0.50

Martin ratio

Return relative to average drawdown

8.81

9.59

-0.78

ASIAX vs. FEAAX - Sharpe Ratio Comparison

The current ASIAX Sharpe Ratio is 1.71, which is comparable to the FEAAX Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of ASIAX and FEAAX, 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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Sharpe Ratios by Period


ASIAXFEAAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.71

1.85

-0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.10

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.61

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.35

+0.11

Correlation

The correlation between ASIAX and FEAAX is 0.86, 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.


Dividends

ASIAX vs. FEAAX - Dividend Comparison

ASIAX's dividend yield for the trailing twelve months is around 21.34%, while FEAAX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
ASIAX
Invesco EQV Asia Pacific Equity Fund
21.34%21.41%8.68%2.84%7.25%7.71%7.37%5.67%7.17%7.91%1.09%3.15%
FEAAX
Fidelity Advisor Emerging Asia Fund Class A
0.00%0.00%0.00%0.00%0.00%12.88%6.62%5.21%6.49%0.03%1.10%0.84%

Drawdowns

ASIAX vs. FEAAX - Drawdown Comparison

The maximum ASIAX drawdown since its inception was -63.78%, roughly equal to the maximum FEAAX drawdown of -60.87%. Use the drawdown chart below to compare losses from any high point for ASIAX and FEAAX.


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Drawdown Indicators


ASIAXFEAAXDifference

Max Drawdown

Largest peak-to-trough decline

-63.78%

-60.87%

-2.91%

Max Drawdown (1Y)

Largest decline over 1 year

-11.73%

-13.56%

+1.83%

Max Drawdown (5Y)

Largest decline over 5 years

-32.40%

-53.46%

+21.06%

Max Drawdown (10Y)

Largest decline over 10 years

-36.32%

-57.90%

+21.58%

Current Drawdown

Current decline from peak

-9.56%

-11.17%

+1.61%

Average Drawdown

Average peak-to-trough decline

-15.17%

-20.29%

+5.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.92%

3.81%

-0.89%

Volatility

ASIAX vs. FEAAX - Volatility Comparison

The current volatility for Invesco EQV Asia Pacific Equity Fund (ASIAX) is 7.36%, while Fidelity Advisor Emerging Asia Fund Class A (FEAAX) has a volatility of 10.18%. This indicates that ASIAX experiences smaller price fluctuations and is considered to be less risky than FEAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASIAXFEAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.36%

10.18%

-2.82%

Volatility (6M)

Calculated over the trailing 6-month period

11.90%

14.85%

-2.95%

Volatility (1Y)

Calculated over the trailing 1-year period

16.67%

20.43%

-3.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.69%

22.58%

-7.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.04%

20.72%

-5.68%