FHKCX vs. FTBFX
Compare and contrast key facts about Fidelity China Region Fund (FHKCX) and Fidelity Total Bond Fund (FTBFX).
FHKCX is managed by Fidelity. It was launched on Nov 1, 1995. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHKCX or FTBFX.
Performance
FHKCX vs. FTBFX - Performance Comparison
Returns By Period
In the year-to-date period, FHKCX achieves a 23.65% return, which is significantly higher than FTBFX's 3.24% return. Over the past 10 years, FHKCX has outperformed FTBFX with an annualized return of 7.29%, while FTBFX has yielded a comparatively lower 2.00% annualized return.
FHKCX
23.65%
-5.74%
6.51%
22.20%
5.55%
7.29%
FTBFX
3.24%
-0.47%
3.74%
8.04%
0.53%
2.00%
Key characteristics
| FHKCX | FTBFX | |
|---|---|---|
| Sharpe Ratio | 1.03 | 1.36 |
| Sortino Ratio | 1.60 | 2.03 |
| Omega Ratio | 1.20 | 1.25 |
| Calmar Ratio | 0.44 | 0.65 |
| Martin Ratio | 4.29 | 4.99 |
| Ulcer Index | 5.07% | 1.50% |
| Daily Std Dev | 21.05% | 5.52% |
| Max Drawdown | -60.72% | -18.19% |
| Current Drawdown | -32.22% | -5.47% |
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FHKCX vs. FTBFX - Expense Ratio Comparison
FHKCX has a 0.91% expense ratio, which is higher than FTBFX's 0.45% expense ratio.
Correlation
The correlation between FHKCX and FTBFX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Risk-Adjusted Performance
FHKCX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity China Region Fund (FHKCX) and Fidelity Total Bond Fund (FTBFX). 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. FTBFX - Dividend Comparison
FHKCX's dividend yield for the trailing twelve months is around 1.55%, less than FTBFX's 4.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHKCX Fidelity China Region Fund | 1.55% | 1.92% | 1.05% | 0.13% | 0.97% | 0.66% | 0.83% | 0.39% | 1.14% | 16.83% | 15.96% | 12.04% |
FTBFX Fidelity Total Bond Fund | 4.62% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% | 3.91% |
Drawdowns
FHKCX vs. FTBFX - Drawdown Comparison
The maximum FHKCX drawdown since its inception was -60.72%, which is greater than FTBFX's maximum drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FHKCX and FTBFX. For additional features, visit the drawdowns tool.
Volatility
FHKCX vs. FTBFX - Volatility Comparison
Fidelity China Region Fund (FHKCX) has a higher volatility of 6.53% compared to Fidelity Total Bond Fund (FTBFX) at 1.37%. This indicates that FHKCX's price experiences larger fluctuations and is considered to be riskier than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.