FIGSX vs. FSOSX
Compare and contrast key facts about Fidelity Series International Growth Fund (FIGSX) and Fidelity Series Overseas Fund (FSOSX).
FIGSX is managed by Fidelity. It was launched on Dec 3, 2009. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIGSX or FSOSX.
Key characteristics
| FIGSX | FSOSX | |
|---|---|---|
| YTD Return | 7.94% | 8.02% |
| 1Y Return | 17.26% | 17.29% |
| 3Y Return (Ann) | -0.03% | 0.14% |
| 5Y Return (Ann) | 7.91% | 7.96% |
| Sharpe Ratio | 1.29 | 1.29 |
| Sortino Ratio | 1.85 | 1.85 |
| Omega Ratio | 1.22 | 1.22 |
| Calmar Ratio | 1.19 | 1.16 |
| Martin Ratio | 6.22 | 6.29 |
| Ulcer Index | 2.82% | 2.78% |
| Daily Std Dev | 13.61% | 13.59% |
| Max Drawdown | -34.46% | -35.36% |
| Current Drawdown | -5.42% | -7.77% |
Correlation
The correlation between FIGSX and FSOSX is 0.97, 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.
Performance
FIGSX vs. FSOSX - Performance Comparison
The year-to-date returns for both investments are quite close, with FIGSX having a 7.94% return and FSOSX slightly higher at 8.02%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIGSX vs. FSOSX - Expense Ratio Comparison
Both FIGSX and FSOSX have an expense ratio of 0.01%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIGSX vs. FSOSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Growth Fund (FIGSX) and Fidelity Series Overseas Fund (FSOSX). 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
FIGSX vs. FSOSX - Dividend Comparison
FIGSX's dividend yield for the trailing twelve months is around 1.18%, less than FSOSX's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | 1.18% | 1.27% | 1.40% | 1.49% | 1.36% | 2.09% | 2.11% | 1.49% | 1.24% | 4.69% | 4.31% | 1.72% |
FSOSX Fidelity Series Overseas Fund | 1.51% | 1.63% | 1.80% | 1.19% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIGSX vs. FSOSX - Drawdown Comparison
The maximum FIGSX drawdown since its inception was -34.46%, roughly equal to the maximum FSOSX drawdown of -35.36%. Use the drawdown chart below to compare losses from any high point for FIGSX and FSOSX. For additional features, visit the drawdowns tool.
Volatility
FIGSX vs. FSOSX - Volatility Comparison
Fidelity Series International Growth Fund (FIGSX) and Fidelity Series Overseas Fund (FSOSX) have volatilities of 3.60% and 3.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.