FCPIX vs. FUAMX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX).
FCPIX is managed by Fidelity. It was launched on Nov 3, 1997. FUAMX is managed by Fidelity.
Performance
FCPIX vs. FUAMX - Performance Comparison
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FCPIX vs. FUAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCPIX Fidelity Advisor International Capital Appreciation Fund Class I | -4.87% | 18.68% | 8.02% | 27.64% | -26.55% | 12.26% | 22.23% | 32.75% | -12.79% | 3.76% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | -0.36% | 8.00% | 0.40% | 4.08% | -13.06% | -3.19% | 8.86% | 7.25% | 1.25% | -0.35% |
Returns By Period
In the year-to-date period, FCPIX achieves a -4.87% return, which is significantly lower than FUAMX's -0.36% return.
FCPIX
- 1D
- 3.58%
- 1M
- -9.03%
- YTD
- -4.87%
- 6M
- -5.37%
- 1Y
- 9.73%
- 3Y*
- 11.03%
- 5Y*
- 4.74%
- 10Y*
- 9.11%
FUAMX
- 1D
- 0.10%
- 1M
- -1.81%
- YTD
- -0.36%
- 6M
- 0.24%
- 1Y
- 3.60%
- 3Y*
- 2.83%
- 5Y*
- -0.21%
- 10Y*
- —
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FCPIX vs. FUAMX - Expense Ratio Comparison
FCPIX has a 0.97% expense ratio, which is higher than FUAMX's 0.03% expense ratio.
Return for Risk
FCPIX vs. FUAMX — Risk / Return Rank
FCPIX
FUAMX
FCPIX vs. FUAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX). 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.
| FCPIX | FUAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.79 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.18 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.14 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 1.43 | -0.78 |
Martin ratioReturn relative to average drawdown | 2.53 | 4.04 | -1.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCPIX | FUAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.79 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | -0.03 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.22 | +0.14 |
Correlation
The correlation between FCPIX and FUAMX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FCPIX vs. FUAMX - Dividend Comparison
FCPIX's dividend yield for the trailing twelve months is around 5.72%, more than FUAMX's 3.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPIX Fidelity Advisor International Capital Appreciation Fund Class I | 5.72% | 5.44% | 0.70% | 0.36% | 0.00% | 3.79% | 0.11% | 0.54% | 0.54% | 0.21% | 0.37% | 0.24% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.35% | 3.52% | 3.58% | 2.20% | 1.24% | 1.76% | 2.90% | 2.16% | 2.23% | 0.49% | 0.00% | 0.00% |
Drawdowns
FCPIX vs. FUAMX - Drawdown Comparison
The maximum FCPIX drawdown since its inception was -67.79%, which is greater than FUAMX's maximum drawdown of -20.25%. Use the drawdown chart below to compare losses from any high point for FCPIX and FUAMX.
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Drawdown Indicators
| FCPIX | FUAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.79% | -20.25% | -47.54% |
Max Drawdown (1Y)Largest decline over 1 year | -14.45% | -3.10% | -11.35% |
Max Drawdown (5Y)Largest decline over 5 years | -37.24% | -18.27% | -18.97% |
Max Drawdown (10Y)Largest decline over 10 years | -37.24% | — | — |
Current DrawdownCurrent decline from peak | -11.39% | -6.78% | -4.61% |
Average DrawdownAverage peak-to-trough decline | -15.84% | -7.33% | -8.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 1.09% | +2.58% |
Volatility
FCPIX vs. FUAMX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) has a higher volatility of 8.76% compared to Fidelity Intermediate Treasury Bond Index Fund (FUAMX) at 1.65%. This indicates that FCPIX's price experiences larger fluctuations and is considered to be riskier than FUAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCPIX | FUAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.76% | 1.65% | +7.11% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 2.90% | +9.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.74% | 4.88% | +14.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.52% | 6.61% | +11.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.84% | 5.87% | +11.97% |