FIGSX vs. JOHIX
Compare and contrast key facts about Fidelity Series International Growth Fund (FIGSX) and JOHCM International Select Fund (JOHIX).
FIGSX is managed by Fidelity. It was launched on Dec 3, 2009. JOHIX is managed by JOHCM Funds. It was launched on Jul 28, 2009.
Performance
FIGSX vs. JOHIX - Performance Comparison
Loading graphics...
FIGSX vs. JOHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | -1.99% | 19.12% | 5.93% | 21.74% | -22.87% | 16.61% | 18.52% | 35.59% | -10.97% | 30.21% |
JOHIX JOHCM International Select Fund | -0.61% | 25.70% | 0.11% | 18.16% | -32.38% | 12.38% | 29.72% | 19.04% | -8.28% | 22.88% |
Returns By Period
In the year-to-date period, FIGSX achieves a -1.99% return, which is significantly lower than JOHIX's -0.61% return. Over the past 10 years, FIGSX has outperformed JOHIX with an annualized return of 9.60%, while JOHIX has yielded a comparatively lower 7.38% annualized return.
FIGSX
- 1D
- 3.82%
- 1M
- -8.68%
- YTD
- -1.99%
- 6M
- -1.59%
- 1Y
- 13.63%
- 3Y*
- 10.79%
- 5Y*
- 5.70%
- 10Y*
- 9.60%
JOHIX
- 1D
- 3.72%
- 1M
- -9.47%
- YTD
- -0.61%
- 6M
- 1.83%
- 1Y
- 23.37%
- 3Y*
- 10.90%
- 5Y*
- 2.01%
- 10Y*
- 7.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIGSX vs. JOHIX - Expense Ratio Comparison
FIGSX has a 0.01% expense ratio, which is lower than JOHIX's 0.98% expense ratio.
Return for Risk
FIGSX vs. JOHIX — Risk / Return Rank
FIGSX
JOHIX
FIGSX vs. JOHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Growth Fund (FIGSX) and JOHCM International Select Fund (JOHIX). 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.
| FIGSX | JOHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.20 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.74 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.75 | +0.23 |
Martin ratioReturn relative to average drawdown | 3.83 | 2.97 | +0.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FIGSX | JOHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.20 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.11 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.44 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.49 | -0.01 |
Correlation
The correlation between FIGSX and JOHIX is 0.85, 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.
Dividends
FIGSX vs. JOHIX - Dividend Comparison
FIGSX's dividend yield for the trailing twelve months is around 8.85%, more than JOHIX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | 8.85% | 8.67% | 4.29% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 3.54% |
JOHIX JOHCM International Select Fund | 3.23% | 3.21% | 1.71% | 1.90% | 1.67% | 12.27% | 2.88% | 0.95% | 1.51% | 1.18% | 0.71% | 0.37% |
Drawdowns
FIGSX vs. JOHIX - Drawdown Comparison
The maximum FIGSX drawdown since its inception was -34.47%, smaller than the maximum JOHIX drawdown of -41.60%. Use the drawdown chart below to compare losses from any high point for FIGSX and JOHIX.
Loading graphics...
Drawdown Indicators
| FIGSX | JOHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.47% | -41.60% | +7.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -14.26% | +0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -34.47% | -41.60% | +7.13% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -41.60% | +7.13% |
Current DrawdownCurrent decline from peak | -10.60% | -10.87% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -6.49% | -9.31% | +2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 4.66% | -1.11% |
Volatility
FIGSX vs. JOHIX - Volatility Comparison
The current volatility for Fidelity Series International Growth Fund (FIGSX) is 9.09%, while JOHCM International Select Fund (JOHIX) has a volatility of 10.86%. This indicates that FIGSX experiences smaller price fluctuations and is considered to be less risky than JOHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FIGSX | JOHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.09% | 10.86% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 15.02% | -1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.24% | 22.25% | -3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.61% | 18.42% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 16.93% | +0.61% |