FHKCX vs. BYDDY
Compare and contrast key facts about Fidelity China Region Fund (FHKCX) and BYD Company Limited ADR (BYDDY).
FHKCX is managed by Fidelity. It was launched on Nov 1, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHKCX or BYDDY.
Correlation
The correlation between FHKCX and BYDDY is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FHKCX vs. BYDDY - Performance Comparison
Key characteristics
FHKCX:
0.59
BYDDY:
1.75
FHKCX:
0.94
BYDDY:
2.24
FHKCX:
1.12
BYDDY:
1.28
FHKCX:
0.29
BYDDY:
1.47
FHKCX:
1.62
BYDDY:
6.63
FHKCX:
8.52%
BYDDY:
11.31%
FHKCX:
25.44%
BYDDY:
45.14%
FHKCX:
-62.36%
BYDDY:
-97.37%
FHKCX:
-36.67%
BYDDY:
-7.90%
Returns By Period
In the year-to-date period, FHKCX achieves a 4.76% return, which is significantly lower than BYDDY's 46.99% return. Over the past 10 years, FHKCX has underperformed BYDDY with an annualized return of 3.48%, while BYDDY has yielded a comparatively higher 23.66% annualized return.
FHKCX
4.76%
18.12%
-3.45%
14.80%
1.85%
3.48%
BYDDY
46.99%
21.43%
35.29%
78.20%
53.39%
23.66%
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Risk-Adjusted Performance
FHKCX vs. BYDDY — Risk-Adjusted Performance Rank
FHKCX
BYDDY
FHKCX vs. BYDDY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity China Region Fund (FHKCX) and BYD Company Limited ADR (BYDDY). 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.
Dividends
FHKCX vs. BYDDY - Dividend Comparison
FHKCX's dividend yield for the trailing twelve months is around 1.33%, more than BYDDY's 0.86% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FHKCX Fidelity China Region Fund | 1.33% | 1.39% | 1.92% | 1.05% | 0.13% | 0.97% | 0.66% | 0.83% | 0.39% | 1.14% | 16.83% | 15.96% |
BYDDY BYD Company Limited ADR | 0.86% | 1.26% | 0.58% | 0.06% | 0.07% | 0.03% | 0.60% | 0.35% | 0.30% | 1.04% | 0.00% | 0.21% |
Drawdowns
FHKCX vs. BYDDY - Drawdown Comparison
The maximum FHKCX drawdown since its inception was -62.36%, smaller than the maximum BYDDY drawdown of -97.37%. Use the drawdown chart below to compare losses from any high point for FHKCX and BYDDY. For additional features, visit the drawdowns tool.
Volatility
FHKCX vs. BYDDY - Volatility Comparison
The current volatility for Fidelity China Region Fund (FHKCX) is 9.35%, while BYD Company Limited ADR (BYDDY) has a volatility of 14.99%. This indicates that FHKCX experiences smaller price fluctuations and is considered to be less risky than BYDDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
User Portfolios with FHKCX or BYDDY
Recent discussions
Transactional Portfolio Use
I am trying to understand how to make the best use of transactional portfolios. At first I thought it is useful when tracking the performance of a self-managed fund. You add cash to it, transact in equities, adding each transaction to the portfolio. It then shows you its performance wrt. to a benchmark. The broker does this for you anyway, but the whole reason I started evaluating Portfolioslab is so that I can separate my single broker account into thematic baskets ("thematic funds") and track their performance individually.
The transactional portfolio in Portfolioslab does not seem to work that way. It does not consider the changes in cash position, ie. any profit/loss made on equity transactions. It does not seem to be suited for track the assets of a fund, so to speak. What good is transactional portfolio then?
EG
VUG vs FOCPX
FOCPX vs VUG is absolutely incorrect. I ran the same comparison on Morning star and FOCPX has out performed but your graph shows the opposite.
what is the source of this data. is it trust worthy.
SK
Getting Historical Performance - capped by available data?
Silverback