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DRIOX vs. FIQIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DRIOX vs. FIQIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Driehaus International Small Cap Growth Fund (DRIOX) and Fidelity Advisor International Small Cap Fund Class Z (FIQIX). The values are adjusted to include any dividend payments, if applicable.

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DRIOX vs. FIQIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
DRIOX
Driehaus International Small Cap Growth Fund
-5.42%28.93%3.15%11.96%-24.37%12.44%29.84%30.41%-12.33%
FIQIX
Fidelity Advisor International Small Cap Fund Class Z
-2.49%24.80%0.14%19.76%-16.53%13.56%10.12%21.61%-7.47%

Returns By Period

In the year-to-date period, DRIOX achieves a -5.42% return, which is significantly lower than FIQIX's -2.49% return.


DRIOX

1D
-0.73%
1M
-14.47%
YTD
-5.42%
6M
-4.72%
1Y
21.81%
3Y*
10.80%
5Y*
2.84%
10Y*
8.60%

FIQIX

1D
-0.30%
1M
-10.40%
YTD
-2.49%
6M
-0.76%
1Y
15.97%
3Y*
10.38%
5Y*
5.19%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DRIOX vs. FIQIX - Expense Ratio Comparison

DRIOX has a 1.16% expense ratio, which is higher than FIQIX's 0.89% expense ratio.


Return for Risk

DRIOX vs. FIQIX — Risk / Return Rank

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

DRIOX
DRIOX Risk / Return Rank: 5959
Overall Rank
DRIOX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
DRIOX Sortino Ratio Rank: 6464
Sortino Ratio Rank
DRIOX Omega Ratio Rank: 5757
Omega Ratio Rank
DRIOX Calmar Ratio Rank: 5454
Calmar Ratio Rank
DRIOX Martin Ratio Rank: 5151
Martin Ratio Rank

FIQIX
FIQIX Risk / Return Rank: 5656
Overall Rank
FIQIX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FIQIX Sortino Ratio Rank: 5656
Sortino Ratio Rank
FIQIX Omega Ratio Rank: 5959
Omega Ratio Rank
FIQIX Calmar Ratio Rank: 5454
Calmar Ratio Rank
FIQIX Martin Ratio Rank: 4646
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.

DRIOX vs. FIQIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Driehaus International Small Cap Growth Fund (DRIOX) and Fidelity Advisor International Small Cap Fund Class Z (FIQIX). 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.


DRIOXFIQIXDifference

Sharpe ratio

Return per unit of total volatility

1.17

1.11

+0.06

Sortino ratio

Return per unit of downside risk

1.62

1.47

+0.15

Omega ratio

Gain probability vs. loss probability

1.22

1.23

-0.01

Calmar ratio

Return relative to maximum drawdown

1.29

1.28

+0.01

Martin ratio

Return relative to average drawdown

5.03

4.66

+0.37

DRIOX vs. FIQIX - Sharpe Ratio Comparison

The current DRIOX Sharpe Ratio is 1.17, which is comparable to the FIQIX Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of DRIOX and FIQIX, 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


DRIOXFIQIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

1.11

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

0.39

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.50

-0.16

Correlation

The correlation between DRIOX and FIQIX is 0.89, 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

DRIOX vs. FIQIX - Dividend Comparison

DRIOX's dividend yield for the trailing twelve months is around 1.13%, less than FIQIX's 3.78% yield.


TTM20252024202320222021202020192018201720162015
DRIOX
Driehaus International Small Cap Growth Fund
1.13%1.06%0.51%1.16%5.94%27.01%8.26%0.77%16.19%15.63%0.00%2.72%
FIQIX
Fidelity Advisor International Small Cap Fund Class Z
3.78%3.68%2.73%1.99%0.83%7.39%0.93%2.47%6.33%0.00%0.00%0.00%

Drawdowns

DRIOX vs. FIQIX - Drawdown Comparison

The maximum DRIOX drawdown since its inception was -59.68%, which is greater than FIQIX's maximum drawdown of -36.61%. Use the drawdown chart below to compare losses from any high point for DRIOX and FIQIX.


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Drawdown Indicators


DRIOXFIQIXDifference

Max Drawdown

Largest peak-to-trough decline

-59.68%

-36.61%

-23.07%

Max Drawdown (1Y)

Largest decline over 1 year

-14.47%

-10.72%

-3.75%

Max Drawdown (5Y)

Largest decline over 5 years

-47.73%

-30.95%

-16.78%

Max Drawdown (10Y)

Largest decline over 10 years

-47.73%

Current Drawdown

Current decline from peak

-14.47%

-10.40%

-4.07%

Average Drawdown

Average peak-to-trough decline

-15.41%

-6.88%

-8.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.70%

2.93%

+0.77%

Volatility

DRIOX vs. FIQIX - Volatility Comparison

Driehaus International Small Cap Growth Fund (DRIOX) has a higher volatility of 7.56% compared to Fidelity Advisor International Small Cap Fund Class Z (FIQIX) at 5.72%. This indicates that DRIOX's price experiences larger fluctuations and is considered to be riskier than FIQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DRIOXFIQIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.56%

5.72%

+1.84%

Volatility (6M)

Calculated over the trailing 6-month period

12.07%

8.69%

+3.38%

Volatility (1Y)

Calculated over the trailing 1-year period

17.57%

13.29%

+4.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.67%

13.36%

+10.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.76%

15.11%

+5.65%