FCHKX vs. TDF
FCHKX (Fidelity Advisor China Region Fund Class C) and TDF (Templeton Dragon Fund Inc.) are both China Equities funds. Over the past 10 years, FCHKX returned 12.48%/yr vs 4.22%/yr for TDF. Their 0.76 correlation means they have sometimes moved together and sometimes differently.
Performance
FCHKX vs. TDF - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FCHKX achieves a 27.32% return, which is significantly higher than TDF's -2.09% return. Over the past 10 years, FCHKX has outperformed TDF with an annualized return of 12.48%, while TDF has yielded a comparatively lower 4.22% annualized return.
FCHKX
- 1D
- 1.81%
- 1M
- -3.21%
- 6M
- 14.89%
- YTD
- 27.32%
- 1Y
- 53.88%
- 3Y*
- 27.00%
- 5Y*
- 8.21%
- 10Y*
- 12.48%
- ALL TIME*
- 5.44%
TDF
- 1D
- 0.28%
- 1M
- 0.37%
- 6M
- -6.09%
- YTD
- -2.09%
- 1Y
- 11.07%
- 3Y*
- 6.15%
- 5Y*
- -7.36%
- 10Y*
- 4.22%
- ALL TIME*
- 8.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $579.63K | $585.32K | $749.50K |
FCHKX vs. TDF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCHKX Fidelity Advisor China Region Fund Class C | 27.32% | 41.13% | 21.90% | -1.27% | -24.66% | -14.60% | 46.29% | 33.74% | -18.29% | 50.37% |
TDF Templeton Dragon Fund Inc. | -2.09% | 37.70% | 5.44% | -20.06% | -32.93% | -18.02% | 52.98% | 27.97% | -11.80% | 42.09% |
Correlation
The correlation between FCHKX and TDF is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since May 15, 2008 | 0.76 |
The correlation between FCHKX and TDF shifts across timeframes, from 0.64 (1 year) to 0.80 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FCHKX vs. TDF — Risk / Return Rank
FCHKX
TDF
FCHKX vs. TDF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor China Region Fund Class C (FCHKX) and Templeton Dragon Fund Inc. (TDF). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FCHKX | TDF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.50 | ||
| Sortino ratioReturn per unit of downside risk | +1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.12 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 4.19 | 0.80 | +3.39 |
| Martin ratioReturn relative to average drawdown | 11.82 | 1.76 | +10.06 |
Loading charts...
Drawdowns
FCHKX vs. TDF - Drawdown Comparison
The maximum FCHKX drawdown since its inception was -59.14%, smaller than the maximum TDF drawdown of -68.15%. Use the drawdown chart below to compare losses from any high point for FCHKX and TDF.
Loading charts...
Drawdown Indicators
| FCHKX | TDF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.14% | -68.15% | +9.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -13.95% | +1.57% |
Max Drawdown (3Y)Largest decline over 3 years | -22.42% | -25.44% | +3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -48.78% | -58.24% | +9.46% |
Max Drawdown (10Y)Largest decline over 10 years | -59.14% | -66.87% | +7.73% |
Current DrawdownCurrent decline from peak | -8.60% | -46.84% | +38.24% |
Average DrawdownAverage peak-to-trough decline | -21.19% | -22.69% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 6.32% | -1.94% |
Volatility
FCHKX vs. TDF - Volatility Comparison
Fidelity Advisor China Region Fund Class C (FCHKX) has a higher volatility of 8.92% compared to Templeton Dragon Fund Inc. (TDF) at 5.16%. This indicates that FCHKX's price experiences larger fluctuations and is considered to be riskier than TDF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FCHKX | TDF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.92% | 5.16% | +3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 20.85% | 13.69% | +7.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.81% | 18.89% | +5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.70% | 26.94% | -2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.66% | 24.00% | -1.34% |
Dividends
FCHKX vs. TDF - Dividend Comparison
FCHKX's dividend yield for the trailing twelve months is around 0.69%, less than TDF's 4.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCHKX Fidelity Advisor China Region Fund Class C | 0.69% | 0.88% | 0.63% | 0.63% | 0.00% | 11.31% | 4.38% | 0.00% | 0.00% | 0.00% | 0.08% | 0.00% |
TDF Templeton Dragon Fund Inc. | 4.18% | 3.55% | 1.36% | 0.00% | 12.73% | 14.13% | 24.72% | 10.75% | 12.43% | 7.95% | 10.34% | 22.49% |
Frequently Asked Questions
FCHKX and TDF have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FCHKX has higher volatility (8.92%) compared to TDF (5.16%). In terms of maximum drawdown, FCHKX dropped -59.14% vs TDF's -68.15%.
FCHKX currently has the higher Sharpe Ratio (2.09 vs 0.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FCHKX and TDF
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer