FEDIX vs. IFN
FEDIX (Fidelity Advisor Emerging Markets Discovery Fund Class I) and IFN (Aberdeen India Fund) are both Emerging Markets Equities funds. Over the past 10 years, FEDIX returned 9.92%/yr vs 6.29%/yr for IFN. Their 0.57 correlation means they have sometimes moved together and sometimes differently. FEDIX charges 1.19%/yr vs 0.01%/yr for IFN.
Performance
FEDIX vs. IFN - Performance Comparison
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Returns By Period
In the year-to-date period, FEDIX achieves a 17.63% return, which is significantly higher than IFN's -7.98% return. Over the past 10 years, FEDIX has outperformed IFN with an annualized return of 9.92%, while IFN has yielded a comparatively lower 6.29% annualized return.
FEDIX
- 1D
- -0.44%
- 1M
- -1.35%
- 6M
- 8.80%
- YTD
- 17.63%
- 1Y
- 33.40%
- 3Y*
- 15.63%
- 5Y*
- 8.67%
- 10Y*
- 9.92%
- ALL TIME*
- 8.23%
IFN
- 1D
- 0.77%
- 1M
- 0.85%
- 6M
- -10.14%
- YTD
- -7.98%
- 1Y
- -11.28%
- 3Y*
- 1.09%
- 5Y*
- 1.46%
- 10Y*
- 6.29%
- ALL TIME*
- 7.59%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $1.82M | $1.60M | $1.77M |
FEDIX vs. IFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEDIX Fidelity Advisor Emerging Markets Discovery Fund Class I | 17.63% | 31.82% | -3.64% | 20.77% | -11.82% | 6.67% | 16.93% | 19.64% | -18.89% | 36.50% |
IFN Aberdeen India Fund | -7.98% | 0.42% | -2.26% | 36.48% | -15.85% | 22.31% | 12.25% | 11.27% | -5.33% | 37.15% |
Correlation
The correlation between FEDIX and IFN is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.42 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.49 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.55 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2011 | 0.57 |
The correlation between FEDIX and IFN shifts across timeframes, from 0.40 (1 year) to 0.57 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FEDIX vs. IFN — Risk / Return Rank
FEDIX
IFN
FEDIX vs. IFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Emerging Markets Discovery Fund Class I (FEDIX) and Aberdeen India Fund (IFN). 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.
| FEDIX | IFN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.87 | ||
| Sortino ratioReturn per unit of downside risk | +3.83 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 0.90 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 3.43 | -0.49 | +3.93 |
| Martin ratioReturn relative to average drawdown | 11.63 | -1.01 | +12.64 |
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Drawdowns
FEDIX vs. IFN - Drawdown Comparison
The maximum FEDIX drawdown since its inception was -42.98%, smaller than the maximum IFN drawdown of -71.52%. Use the drawdown chart below to compare losses from any high point for FEDIX and IFN.
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Drawdown Indicators
| FEDIX | IFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.98% | -71.52% | +28.54% |
Max Drawdown (1Y)Largest decline over 1 year | -9.58% | -22.99% | +13.41% |
Max Drawdown (3Y)Largest decline over 3 years | -17.33% | -31.53% | +14.20% |
Max Drawdown (5Y)Largest decline over 5 years | -27.42% | -31.53% | +4.11% |
Max Drawdown (10Y)Largest decline over 10 years | -42.98% | -41.48% | -1.50% |
Current DrawdownCurrent decline from peak | -3.83% | -23.05% | +19.22% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -25.88% | +17.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 11.14% | -8.32% |
Volatility
FEDIX vs. IFN - Volatility Comparison
Fidelity Advisor Emerging Markets Discovery Fund Class I (FEDIX) has a higher volatility of 5.54% compared to Aberdeen India Fund (IFN) at 3.36%. This indicates that FEDIX's price experiences larger fluctuations and is considered to be riskier than IFN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEDIX | IFN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 3.36% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.13% | 14.16% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.06% | 16.74% | -1.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 17.77% | -3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 18.89% | -3.07% |
FEDIX vs. IFN - Expense Ratio Comparison
FEDIX has a 1.19% expense ratio, which is higher than IFN's 0.01% expense ratio.
Dividends
FEDIX vs. IFN - Dividend Comparison
FEDIX's dividend yield for the trailing twelve months is around 3.99%, less than IFN's 18.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEDIX Fidelity Advisor Emerging Markets Discovery Fund Class I | 3.99% | 4.70% | 4.01% | 2.11% | 1.79% | 11.83% | 0.55% | 1.05% | 1.84% | 1.49% | 1.44% | 0.83% |
IFN Aberdeen India Fund | 18.44% | 16.09% | 14.60% | 8.97% | 21.47% | 15.21% | 9.77% | 11.57% | 22.25% | 12.11% | 7.97% | 8.02% |
Frequently Asked Questions
FEDIX and IFN have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FEDIX has higher volatility (5.54%) compared to IFN (3.36%). In terms of maximum drawdown, FEDIX dropped -42.98% vs IFN's -71.52%.
FEDIX currently has the higher Sharpe Ratio (2.19 vs -0.68), 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.
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