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FEATX vs. MINDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FEATX vs. MINDX - Performance Comparison

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

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FEATX vs. MINDX - 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%
MINDX
Matthews India Fund
-19.53%1.61%9.99%23.14%-9.87%17.87%16.46%-0.79%-9.80%33.76%

Returns By Period

In the year-to-date period, FEATX achieves a 0.77% return, which is significantly higher than MINDX's -19.53% return. Over the past 10 years, FEATX has outperformed MINDX with an annualized return of 12.08%, while MINDX has yielded a comparatively lower 5.11% annualized return.


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%

MINDX

1D
-1.97%
1M
-13.99%
YTD
-19.53%
6M
-16.55%
1Y
-12.76%
3Y*
3.95%
5Y*
2.71%
10Y*
5.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FEATX vs. MINDX - Expense Ratio Comparison

FEATX has a 1.45% expense ratio, which is higher than MINDX's 1.15% expense ratio.


Return for Risk

FEATX vs. MINDX — 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

MINDX
MINDX Risk / Return Rank: 11
Overall Rank
MINDX Sharpe Ratio Rank: 11
Sharpe Ratio Rank
MINDX Sortino Ratio Rank: 00
Sortino Ratio Rank
MINDX Omega Ratio Rank: 11
Omega Ratio Rank
MINDX Calmar Ratio Rank: 22
Calmar Ratio Rank
MINDX Martin Ratio Rank: 11
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. MINDX - Risk-Adjusted Trends Comparison

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


FEATXMINDXDifference

Sharpe ratio

Return per unit of total volatility

1.61

-0.83

+2.44

Sortino ratio

Return per unit of downside risk

2.14

-1.10

+3.23

Omega ratio

Gain probability vs. loss probability

1.31

0.87

+0.44

Calmar ratio

Return relative to maximum drawdown

2.21

-0.52

+2.73

Martin ratio

Return relative to average drawdown

8.00

-2.00

+10.00

FEATX vs. MINDX - Sharpe Ratio Comparison

The current FEATX Sharpe Ratio is 1.61, which is higher than the MINDX Sharpe Ratio of -0.83. The chart below compares the historical Sharpe Ratios of FEATX and MINDX, 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


FEATXMINDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.61

-0.83

+2.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

0.17

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.30

+0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.39

+0.03

Correlation

The correlation between FEATX and MINDX is 0.57, 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

FEATX vs. MINDX - Dividend Comparison

FEATX has not paid dividends to shareholders, while MINDX's dividend yield for the trailing twelve months is around 8.40%.


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%
MINDX
Matthews India Fund
8.40%6.76%15.03%3.07%15.30%9.87%3.03%12.04%16.50%0.00%0.00%0.99%

Drawdowns

FEATX vs. MINDX - Drawdown Comparison

The maximum FEATX drawdown since its inception was -60.97%, smaller than the maximum MINDX drawdown of -72.18%. Use the drawdown chart below to compare losses from any high point for FEATX and MINDX.


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Drawdown Indicators


FEATXMINDXDifference

Max Drawdown

Largest peak-to-trough decline

-60.97%

-72.18%

+11.21%

Max Drawdown (1Y)

Largest decline over 1 year

-13.58%

-21.96%

+8.38%

Max Drawdown (5Y)

Largest decline over 5 years

-53.63%

-26.51%

-27.12%

Max Drawdown (10Y)

Largest decline over 10 years

-58.09%

-48.46%

-9.63%

Current Drawdown

Current decline from peak

-13.58%

-26.51%

+12.93%

Average Drawdown

Average peak-to-trough decline

-20.80%

-14.90%

-5.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.75%

5.75%

-2.00%

Volatility

FEATX vs. MINDX - Volatility Comparison

Fidelity Advisor Emerging Asia Fund Class M (FEATX) has a higher volatility of 9.62% compared to Matthews India Fund (MINDX) at 6.20%. This indicates that FEATX's price experiences larger fluctuations and is considered to be riskier than MINDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FEATXMINDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.62%

6.20%

+3.42%

Volatility (6M)

Calculated over the trailing 6-month period

14.65%

10.72%

+3.93%

Volatility (1Y)

Calculated over the trailing 1-year period

20.31%

15.66%

+4.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.55%

15.78%

+6.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.71%

17.28%

+3.43%