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FIDKX vs. FLPKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

FIDKX vs. FLPKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity International Discovery Fund Class K (FIDKX) and Fidelity Low-Priced Stock Fund Class K (FLPKX). The values are adjusted to include any dividend payments, if applicable.

-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%JuneJulyAugustSeptemberOctoberNovember
0.06%
3.81%
FIDKX
FLPKX

Returns By Period

The year-to-date returns for both stocks are quite close, with FIDKX having a 12.76% return and FLPKX slightly lower at 12.66%. Over the past 10 years, FIDKX has underperformed FLPKX with an annualized return of 5.79%, while FLPKX has yielded a comparatively higher 9.49% annualized return.


FIDKX

YTD

12.76%

1M

-0.99%

6M

0.06%

1Y

19.05%

5Y (annualized)

6.70%

10Y (annualized)

5.79%

FLPKX

YTD

12.66%

1M

2.56%

6M

3.81%

1Y

21.17%

5Y (annualized)

11.81%

10Y (annualized)

9.49%

Key characteristics


FIDKXFLPKX
Sharpe Ratio1.421.68
Sortino Ratio1.992.35
Omega Ratio1.251.30
Calmar Ratio0.892.81
Martin Ratio6.809.55
Ulcer Index2.80%2.22%
Daily Std Dev13.42%12.61%
Max Drawdown-56.79%-50.24%
Current Drawdown-6.58%-1.13%

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FIDKX vs. FLPKX - Expense Ratio Comparison

FIDKX has a 0.90% expense ratio, which is higher than FLPKX's 0.74% expense ratio.


FIDKX
Fidelity International Discovery Fund Class K
Expense ratio chart for FIDKX: current value at 0.90% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.90%
Expense ratio chart for FLPKX: current value at 0.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.74%

Correlation

-0.50.00.51.00.8

The correlation between FIDKX and FLPKX is 0.81, 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.

Risk-Adjusted Performance

FIDKX vs. FLPKX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity International Discovery Fund Class K (FIDKX) and Fidelity Low-Priced Stock Fund Class K (FLPKX). 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.


Sharpe ratio
The chart of Sharpe ratio for FIDKX, currently valued at 1.42, compared to the broader market-1.000.001.002.003.004.005.001.421.68
The chart of Sortino ratio for FIDKX, currently valued at 1.99, compared to the broader market0.005.0010.001.992.35
The chart of Omega ratio for FIDKX, currently valued at 1.25, compared to the broader market1.002.003.004.001.251.30
The chart of Calmar ratio for FIDKX, currently valued at 0.89, compared to the broader market0.005.0010.0015.0020.0025.000.892.81
The chart of Martin ratio for FIDKX, currently valued at 6.80, compared to the broader market0.0020.0040.0060.0080.00100.006.809.55
FIDKX
FLPKX

The current FIDKX Sharpe Ratio is 1.42, which is comparable to the FLPKX Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of FIDKX and FLPKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio1.001.502.002.50JuneJulyAugustSeptemberOctoberNovember
1.42
1.68
FIDKX
FLPKX

Dividends

FIDKX vs. FLPKX - Dividend Comparison

FIDKX's dividend yield for the trailing twelve months is around 1.79%, less than FLPKX's 2.18% yield.


TTM20232022202120202019201820172016201520142013
FIDKX
Fidelity International Discovery Fund Class K
1.79%2.02%0.47%3.08%0.55%1.82%1.49%1.22%1.83%1.19%0.82%3.38%
FLPKX
Fidelity Low-Priced Stock Fund Class K
2.18%2.11%1.28%1.63%1.85%1.86%2.06%1.55%1.30%5.31%7.13%7.66%

Drawdowns

FIDKX vs. FLPKX - Drawdown Comparison

The maximum FIDKX drawdown since its inception was -56.79%, which is greater than FLPKX's maximum drawdown of -50.24%. Use the drawdown chart below to compare losses from any high point for FIDKX and FLPKX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-6.58%
-1.13%
FIDKX
FLPKX

Volatility

FIDKX vs. FLPKX - Volatility Comparison

The current volatility for Fidelity International Discovery Fund Class K (FIDKX) is 3.46%, while Fidelity Low-Priced Stock Fund Class K (FLPKX) has a volatility of 4.19%. This indicates that FIDKX experiences smaller price fluctuations and is considered to be less risky than FLPKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
3.46%
4.19%
FIDKX
FLPKX