PortfoliosLab logoPortfoliosLab logo
FEATX vs. FERIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FEATX vs. FERIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Emerging Asia Fund Class M (FEATX) and Fidelity Advisor Emerging Asia Fund Class I (FERIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FEATX vs. FERIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FEATX
Fidelity Advisor Emerging Asia Fund Class M
0.77%36.34%20.32%13.22%-30.99%-15.29%72.05%30.26%-15.36%45.82%
FERIX
Fidelity Advisor Emerging Asia Fund Class I
0.92%37.04%20.95%13.84%-30.60%-14.83%72.97%31.02%-14.87%45.94%

Returns By Period

In the year-to-date period, FEATX achieves a 0.77% return, which is significantly lower than FERIX's 0.92% return. Both investments have delivered pretty close results over the past 10 years, with FEATX having a 12.08% annualized return and FERIX not far ahead at 12.65%.


FEATX

1D
-1.12%
1M
-12.56%
YTD
0.77%
6M
2.19%
1Y
33.55%
3Y*
20.18%
5Y*
1.87%
10Y*
12.08%

FERIX

1D
-1.11%
1M
-12.52%
YTD
0.92%
6M
2.47%
1Y
34.26%
3Y*
20.82%
5Y*
2.42%
10Y*
12.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FEATX vs. FERIX - Expense Ratio Comparison

FEATX has a 1.45% expense ratio, which is higher than FERIX's 0.94% expense ratio.


Return for Risk

FEATX vs. FERIX — Risk / Return Rank

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

FEATX
FEATX Risk / Return Rank: 8383
Overall Rank
FEATX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
FEATX Sortino Ratio Rank: 8383
Sortino Ratio Rank
FEATX Omega Ratio Rank: 7979
Omega Ratio Rank
FEATX Calmar Ratio Rank: 8686
Calmar Ratio Rank
FEATX Martin Ratio Rank: 8181
Martin Ratio Rank

FERIX
FERIX Risk / Return Rank: 8484
Overall Rank
FERIX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
FERIX Sortino Ratio Rank: 8484
Sortino Ratio Rank
FERIX Omega Ratio Rank: 8181
Omega Ratio Rank
FERIX Calmar Ratio Rank: 8787
Calmar Ratio Rank
FERIX Martin Ratio Rank: 8282
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.

FEATX vs. FERIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Emerging Asia Fund Class M (FEATX) and Fidelity Advisor Emerging Asia Fund Class I (FERIX). 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.


FEATXFERIXDifference

Sharpe ratio

Return per unit of total volatility

1.61

1.65

-0.04

Sortino ratio

Return per unit of downside risk

2.14

2.18

-0.04

Omega ratio

Gain probability vs. loss probability

1.31

1.32

-0.01

Calmar ratio

Return relative to maximum drawdown

2.21

2.27

-0.06

Martin ratio

Return relative to average drawdown

8.00

8.22

-0.22

FEATX vs. FERIX - Sharpe Ratio Comparison

The current FEATX Sharpe Ratio is 1.61, which is comparable to the FERIX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of FEATX and FERIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FEATXFERIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.61

1.65

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

0.11

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.61

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.35

+0.07

Correlation

The correlation between FEATX and FERIX is 1.00, 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

FEATX vs. FERIX - Dividend Comparison

Neither FEATX nor FERIX has paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
FEATX
Fidelity Advisor Emerging Asia Fund Class M
0.00%0.00%0.00%0.00%0.00%13.43%6.70%5.07%6.24%0.03%0.89%0.87%
FERIX
Fidelity Advisor Emerging Asia Fund Class I
0.00%0.00%0.00%0.00%0.01%12.49%6.58%5.30%6.70%0.03%1.29%0.82%

Drawdowns

FEATX vs. FERIX - Drawdown Comparison

The maximum FEATX drawdown since its inception was -60.97%, roughly equal to the maximum FERIX drawdown of -60.82%. Use the drawdown chart below to compare losses from any high point for FEATX and FERIX.


Loading graphics...

Drawdown Indicators


FEATXFERIXDifference

Max Drawdown

Largest peak-to-trough decline

-60.97%

-60.82%

-0.15%

Max Drawdown (1Y)

Largest decline over 1 year

-13.58%

-13.53%

-0.05%

Max Drawdown (5Y)

Largest decline over 5 years

-53.63%

-53.29%

-0.34%

Max Drawdown (10Y)

Largest decline over 10 years

-58.09%

-57.71%

-0.38%

Current Drawdown

Current decline from peak

-13.58%

-13.53%

-0.05%

Average Drawdown

Average peak-to-trough decline

-20.80%

-18.22%

-2.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.75%

3.73%

+0.02%

Volatility

FEATX vs. FERIX - Volatility Comparison

Fidelity Advisor Emerging Asia Fund Class M (FEATX) and Fidelity Advisor Emerging Asia Fund Class I (FERIX) have volatilities of 9.62% and 9.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FEATXFERIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.62%

9.61%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

14.65%

14.64%

+0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

20.31%

20.29%

+0.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.55%

22.55%

0.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.71%

20.70%

+0.01%