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FGOMX vs. SSKEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FGOMX vs. SSKEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and State Street Emerging Markets Equity Index Fund (SSKEX). The values are adjusted to include any dividend payments, if applicable.

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FGOMX vs. SSKEX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FGOMX
Strategic Advisers Fidelity Emerging Markets Fund
1.70%34.20%7.88%12.23%-22.45%-0.19%22.10%22.25%-4.83%
SSKEX
State Street Emerging Markets Equity Index Fund
1.08%33.79%7.00%9.50%-20.23%-2.80%18.20%18.16%-2.74%

Returns By Period

In the year-to-date period, FGOMX achieves a 1.70% return, which is significantly higher than SSKEX's 1.08% return.


FGOMX

1D
-1.28%
1M
-12.06%
YTD
1.70%
6M
6.93%
1Y
32.01%
3Y*
16.27%
5Y*
4.27%
10Y*

SSKEX

1D
-0.06%
1M
-11.97%
YTD
1.08%
6M
5.80%
1Y
30.40%
3Y*
15.02%
5Y*
3.75%
10Y*
7.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FGOMX vs. SSKEX - Expense Ratio Comparison

FGOMX has a 0.25% expense ratio, which is higher than SSKEX's 0.17% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

FGOMX vs. SSKEX — Risk / Return Rank

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

FGOMX
FGOMX Risk / Return Rank: 8888
Overall Rank
FGOMX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
FGOMX Sortino Ratio Rank: 8989
Sortino Ratio Rank
FGOMX Omega Ratio Rank: 8585
Omega Ratio Rank
FGOMX Calmar Ratio Rank: 9090
Calmar Ratio Rank
FGOMX Martin Ratio Rank: 8989
Martin Ratio Rank

SSKEX
SSKEX Risk / Return Rank: 8686
Overall Rank
SSKEX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
SSKEX Sortino Ratio Rank: 8787
Sortino Ratio Rank
SSKEX Omega Ratio Rank: 8585
Omega Ratio Rank
SSKEX Calmar Ratio Rank: 8787
Calmar Ratio Rank
SSKEX Martin Ratio Rank: 8484
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.

FGOMX vs. SSKEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and State Street Emerging Markets Equity Index Fund (SSKEX). 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.


FGOMXSSKEXDifference

Sharpe ratio

Return per unit of total volatility

1.74

1.84

-0.10

Sortino ratio

Return per unit of downside risk

2.44

2.37

+0.07

Omega ratio

Gain probability vs. loss probability

1.34

1.35

0.00

Calmar ratio

Return relative to maximum drawdown

2.49

2.22

+0.26

Martin ratio

Return relative to average drawdown

10.01

8.63

+1.38

FGOMX vs. SSKEX - Sharpe Ratio Comparison

The current FGOMX Sharpe Ratio is 1.74, which is comparable to the SSKEX Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of FGOMX and SSKEX, 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


FGOMXSSKEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.74

1.84

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

0.23

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.49

-0.04

Correlation

The correlation between FGOMX and SSKEX is 0.89, 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

FGOMX vs. SSKEX - Dividend Comparison

FGOMX's dividend yield for the trailing twelve months is around 2.13%, less than SSKEX's 2.82% yield.


TTM2025202420232022202120202019201820172016
FGOMX
Strategic Advisers Fidelity Emerging Markets Fund
2.13%2.17%2.40%2.83%2.42%4.63%0.73%2.13%0.00%0.00%0.00%
SSKEX
State Street Emerging Markets Equity Index Fund
2.82%2.85%2.90%3.26%3.90%1.95%1.84%2.84%3.01%2.55%2.29%

Drawdowns

FGOMX vs. SSKEX - Drawdown Comparison

The maximum FGOMX drawdown since its inception was -40.14%, roughly equal to the maximum SSKEX drawdown of -39.23%. Use the drawdown chart below to compare losses from any high point for FGOMX and SSKEX.


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Drawdown Indicators


FGOMXSSKEXDifference

Max Drawdown

Largest peak-to-trough decline

-40.14%

-39.23%

-0.91%

Max Drawdown (1Y)

Largest decline over 1 year

-12.77%

-12.44%

-0.33%

Max Drawdown (5Y)

Largest decline over 5 years

-38.04%

-37.16%

-0.88%

Max Drawdown (10Y)

Largest decline over 10 years

-39.23%

Current Drawdown

Current decline from peak

-12.77%

-12.44%

-0.33%

Average Drawdown

Average peak-to-trough decline

-13.60%

-13.46%

-0.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.54%

3.21%

+0.33%

Volatility

FGOMX vs. SSKEX - Volatility Comparison

Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) has a higher volatility of 8.14% compared to State Street Emerging Markets Equity Index Fund (SSKEX) at 7.57%. This indicates that FGOMX's price experiences larger fluctuations and is considered to be riskier than SSKEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FGOMXSSKEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.14%

7.57%

+0.57%

Volatility (6M)

Calculated over the trailing 6-month period

12.92%

12.01%

+0.91%

Volatility (1Y)

Calculated over the trailing 1-year period

20.18%

16.37%

+3.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.38%

16.10%

+1.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.13%

17.09%

+2.04%