FEAAX vs. TWN
Compare and contrast key facts about Fidelity Advisor Emerging Asia Fund Class A (FEAAX) and The Taiwan Fund Inc. (TWN).
FEAAX is managed by Fidelity. It was launched on Mar 25, 1994. TWN is managed by Nomura Asset Management.
Performance
FEAAX vs. TWN - Performance Comparison
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FEAAX vs. TWN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEAAX Fidelity Advisor Emerging Asia Fund Class A | 0.84% | 36.67% | 20.63% | 13.50% | -30.79% | -15.06% | 72.51% | 30.64% | -15.11% | 45.96% |
TWN The Taiwan Fund Inc. | 23.15% | 54.11% | 32.76% | 51.73% | -38.54% | 58.14% | 40.71% | 47.00% | -19.15% | 33.80% |
Returns By Period
In the year-to-date period, FEAAX achieves a 0.84% return, which is significantly lower than TWN's 23.15% return. Over the past 10 years, FEAAX has underperformed TWN with an annualized return of 12.37%, while TWN has yielded a comparatively higher 24.13% annualized return.
FEAAX
- 1D
- -1.10%
- 1M
- -12.55%
- YTD
- 0.84%
- 6M
- 2.32%
- 1Y
- 33.90%
- 3Y*
- 20.49%
- 5Y*
- 2.14%
- 10Y*
- 12.37%
TWN
- 1D
- 1.00%
- 1M
- -0.36%
- YTD
- 23.15%
- 6M
- 35.55%
- 1Y
- 120.89%
- 3Y*
- 48.50%
- 5Y*
- 27.31%
- 10Y*
- 24.13%
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FEAAX vs. TWN - Expense Ratio Comparison
Return for Risk
FEAAX vs. TWN — Risk / Return Rank
FEAAX
TWN
FEAAX vs. TWN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Emerging Asia Fund Class A (FEAAX) and The Taiwan Fund Inc. (TWN). 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.
| FEAAX | TWN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 4.65 | -3.03 |
Sortino ratioReturn per unit of downside risk | 2.16 | 4.97 | -2.81 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.72 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 6.97 | -4.73 |
Martin ratioReturn relative to average drawdown | 8.10 | 32.73 | -24.63 |
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
| FEAAX | TWN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 4.65 | -3.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 1.18 | -1.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 1.10 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.20 | +0.15 |
Correlation
The correlation between FEAAX and TWN is 0.55, 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.
Dividends
FEAAX vs. TWN - Dividend Comparison
FEAAX has not paid dividends to shareholders, while TWN's dividend yield for the trailing twelve months is around 9.43%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TWN The Taiwan Fund Inc. | 9.43% | 11.62% | 19.14% | 1.26% | 0.00% | 7.78% | 12.91% | 8.26% | 11.27% | 3.16% | 0.00% | 0.00% |
Drawdowns
FEAAX vs. TWN - Drawdown Comparison
The maximum FEAAX drawdown since its inception was -60.87%, smaller than the maximum TWN drawdown of -79.52%. Use the drawdown chart below to compare losses from any high point for FEAAX and TWN.
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Drawdown Indicators
| FEAAX | TWN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.87% | -79.52% | +18.65% |
Max Drawdown (1Y)Largest decline over 1 year | -13.56% | -16.74% | +3.18% |
Max Drawdown (5Y)Largest decline over 5 years | -53.46% | -51.72% | -1.74% |
Max Drawdown (10Y)Largest decline over 10 years | -57.90% | -51.72% | -6.18% |
Current DrawdownCurrent decline from peak | -13.56% | -0.44% | -13.12% |
Average DrawdownAverage peak-to-trough decline | -20.29% | -37.58% | +17.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 3.56% | +0.18% |
Volatility
FEAAX vs. TWN - Volatility Comparison
The current volatility for Fidelity Advisor Emerging Asia Fund Class A (FEAAX) is 9.61%, while The Taiwan Fund Inc. (TWN) has a volatility of 11.35%. This indicates that FEAAX experiences smaller price fluctuations and is considered to be less risky than TWN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEAAX | TWN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.61% | 11.35% | -1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 14.64% | 17.83% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.30% | 26.22% | -5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.55% | 23.27% | -0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.70% | 21.93% | -1.23% |