Correlation
The correlation between FILFX and FUSIX is 0.79, 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.
FILFX vs. FUSIX
Compare and contrast key facts about Strategic Advisers International Fund (FILFX) and Strategic Advisers Fidelity International Fund (FUSIX).
FILFX is managed by Fidelity. It was launched on Mar 23, 2006. FUSIX is managed by Fidelity. It was launched on Mar 8, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FILFX or FUSIX.
Performance
FILFX vs. FUSIX - Performance Comparison
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Key characteristics
FILFX:
0.87
FUSIX:
0.92
FILFX:
1.17
FUSIX:
1.23
FILFX:
1.16
FUSIX:
1.17
FILFX:
0.94
FUSIX:
1.02
FILFX:
2.94
FUSIX:
3.18
FILFX:
4.36%
FUSIX:
4.44%
FILFX:
16.22%
FUSIX:
16.83%
FILFX:
-32.79%
FUSIX:
-31.96%
FILFX:
-0.60%
FUSIX:
-0.50%
Returns By Period
In the year-to-date period, FILFX achieves a 16.05% return, which is significantly lower than FUSIX's 17.73% return. Over the past 10 years, FILFX has underperformed FUSIX with an annualized return of 6.31%, while FUSIX has yielded a comparatively higher 6.72% annualized return.
FILFX
16.05%
5.13%
12.93%
12.93%
11.00%
11.20%
6.31%
FUSIX
17.73%
5.38%
14.47%
14.11%
11.68%
11.40%
6.72%
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FILFX vs. FUSIX - Expense Ratio Comparison
FILFX has a 0.56% expense ratio, which is higher than FUSIX's 0.54% expense ratio.
Risk-Adjusted Performance
FILFX vs. FUSIX — Risk-Adjusted Performance Rank
FILFX
FUSIX
FILFX vs. FUSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers International Fund (FILFX) and Strategic Advisers Fidelity International Fund (FUSIX). 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.
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Dividends
FILFX vs. FUSIX - Dividend Comparison
FILFX's dividend yield for the trailing twelve months is around 3.94%, more than FUSIX's 2.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FILFX Strategic Advisers International Fund | 3.94% | 3.91% | 2.45% | 4.58% | 8.87% | 1.75% | 3.26% | 6.86% | 3.13% | 2.16% | 3.47% | 4.00% |
FUSIX Strategic Advisers Fidelity International Fund | 2.87% | 3.40% | 2.43% | 4.71% | 5.83% | 1.25% | 3.05% | 3.87% | 2.03% | 1.78% | 1.46% | 1.27% |
Drawdowns
FILFX vs. FUSIX - Drawdown Comparison
The maximum FILFX drawdown since its inception was -32.79%, roughly equal to the maximum FUSIX drawdown of -31.96%. Use the drawdown chart below to compare losses from any high point for FILFX and FUSIX.
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Volatility
FILFX vs. FUSIX - Volatility Comparison
Strategic Advisers International Fund (FILFX) and Strategic Advisers Fidelity International Fund (FUSIX) have volatilities of 2.94% and 2.98%, 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.
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