BYDDY vs. FHKCX
Compare and contrast key facts about BYD Co Ltd ADR (BYDDY) and Fidelity China Region Fund (FHKCX).
FHKCX is managed by Fidelity. It was launched on Nov 1, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BYDDY or FHKCX.
Key characteristics
| BYDDY | FHKCX | |
|---|---|---|
| YTD Return | 3.22% | 16.59% |
| 1Y Return | -8.41% | 13.81% |
| 3Y Return (Ann) | 15.79% | -8.21% |
| 5Y Return (Ann) | 36.37% | 6.03% |
| 10Y Return (Ann) | 19.09% | 7.67% |
| Sharpe Ratio | -0.22 | 0.94 |
| Daily Std Dev | 33.96% | 18.23% |
| Max Drawdown | -87.26% | -60.72% |
| Current Drawdown | -32.10% | -36.09% |
Correlation
The correlation between BYDDY and FHKCX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BYDDY vs. FHKCX - Performance Comparison
In the year-to-date period, BYDDY achieves a 3.22% return, which is significantly lower than FHKCX's 16.59% return. Over the past 10 years, BYDDY has outperformed FHKCX with an annualized return of 19.09%, while FHKCX has yielded a comparatively lower 7.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BYDDY vs. FHKCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BYD Co Ltd ADR (BYDDY) and Fidelity China Region Fund (FHKCX). 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.
Dividends
BYDDY vs. FHKCX - Dividend Comparison
BYDDY's dividend yield for the trailing twelve months is around 0.57%, less than FHKCX's 1.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BYDDY BYD Co Ltd ADR | 0.57% | 0.58% | 0.06% | 0.07% | 0.03% | 0.59% | 0.34% | 0.30% | 1.03% | 0.00% | 0.21% | 0.00% |
FHKCX Fidelity China Region Fund | 1.65% | 1.92% | 2.10% | 10.77% | 4.85% | 0.66% | 0.83% | 0.39% | 1.35% | 16.83% | 15.96% | 12.04% |
Drawdowns
BYDDY vs. FHKCX - Drawdown Comparison
The maximum BYDDY drawdown since its inception was -87.26%, which is greater than FHKCX's maximum drawdown of -60.72%. Use the drawdown chart below to compare losses from any high point for BYDDY and FHKCX. For additional features, visit the drawdowns tool.
Volatility
BYDDY vs. FHKCX - Volatility Comparison
BYD Co Ltd ADR (BYDDY) has a higher volatility of 9.81% compared to Fidelity China Region Fund (FHKCX) at 5.67%. This indicates that BYDDY's price experiences larger fluctuations and is considered to be riskier than FHKCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.