FHKCX vs. FIVLX
Compare and contrast key facts about Fidelity China Region Fund (FHKCX) and Fidelity International Value Fund (FIVLX).
FHKCX is managed by Fidelity. It was launched on Nov 1, 1995. FIVLX is managed by Fidelity. It was launched on May 18, 2006.
Performance
FHKCX vs. FIVLX - Performance Comparison
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FHKCX vs. FIVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHKCX Fidelity China Region Fund | 8.35% | 42.56% | 23.15% | -0.29% | -23.87% | -13.69% | 47.85% | 35.12% | -17.43% | 51.94% |
FIVLX Fidelity International Value Fund | 1.06% | 43.67% | 5.33% | 19.27% | -7.99% | 14.89% | 3.36% | 18.92% | -17.17% | 17.85% |
Returns By Period
In the year-to-date period, FHKCX achieves a 8.35% return, which is significantly higher than FIVLX's 1.06% return. Over the past 10 years, FHKCX has outperformed FIVLX with an annualized return of 12.46%, while FIVLX has yielded a comparatively lower 9.18% annualized return.
FHKCX
- 1D
- 2.70%
- 1M
- -6.14%
- YTD
- 8.35%
- 6M
- 7.83%
- 1Y
- 46.41%
- 3Y*
- 20.93%
- 5Y*
- 2.94%
- 10Y*
- 12.46%
FIVLX
- 1D
- 2.66%
- 1M
- -5.06%
- YTD
- 1.06%
- 6M
- 6.77%
- 1Y
- 27.34%
- 3Y*
- 19.99%
- 5Y*
- 12.26%
- 10Y*
- 9.18%
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FHKCX vs. FIVLX - Expense Ratio Comparison
FHKCX has a 0.91% expense ratio, which is lower than FIVLX's 1.01% expense ratio.
Return for Risk
FHKCX vs. FIVLX — Risk / Return Rank
FHKCX
FIVLX
FHKCX vs. FIVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity China Region Fund (FHKCX) and Fidelity International Value Fund (FIVLX). 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.
| FHKCX | FIVLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 1.59 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.62 | 2.13 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.32 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.94 | 2.27 | +0.67 |
Martin ratioReturn relative to average drawdown | 11.28 | 9.01 | +2.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FHKCX | FIVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 1.59 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.75 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.52 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.21 | +0.19 |
Correlation
The correlation between FHKCX and FIVLX is 0.62, 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
FHKCX vs. FIVLX - Dividend Comparison
FHKCX's dividend yield for the trailing twelve months is around 1.62%, less than FIVLX's 2.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHKCX Fidelity China Region Fund | 1.62% | 1.75% | 1.39% | 1.92% | 1.05% | 10.77% | 4.85% | 0.66% | 0.83% | 0.39% | 1.35% | 15.47% |
FIVLX Fidelity International Value Fund | 2.30% | 2.32% | 2.90% | 2.06% | 1.85% | 4.35% | 1.74% | 3.54% | 3.33% | 0.15% | 2.71% | 1.44% |
Drawdowns
FHKCX vs. FIVLX - Drawdown Comparison
The maximum FHKCX drawdown since its inception was -61.96%, roughly equal to the maximum FIVLX drawdown of -65.21%. Use the drawdown chart below to compare losses from any high point for FHKCX and FIVLX.
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Drawdown Indicators
| FHKCX | FIVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.96% | -65.21% | +3.25% |
Max Drawdown (1Y)Largest decline over 1 year | -15.90% | -11.58% | -4.32% |
Max Drawdown (5Y)Largest decline over 5 years | -53.82% | -27.49% | -26.33% |
Max Drawdown (10Y)Largest decline over 10 years | -58.41% | -43.43% | -14.98% |
Current DrawdownCurrent decline from peak | -8.40% | -6.91% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -20.37% | -17.19% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 2.91% | +1.24% |
Volatility
FHKCX vs. FIVLX - Volatility Comparison
Fidelity China Region Fund (FHKCX) has a higher volatility of 9.78% compared to Fidelity International Value Fund (FIVLX) at 7.52%. This indicates that FHKCX's price experiences larger fluctuations and is considered to be riskier than FIVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHKCX | FIVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.78% | 7.52% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 16.55% | 10.91% | +5.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.25% | 17.44% | +5.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.00% | 16.47% | +7.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.11% | 17.87% | +4.24% |