FINVX vs. STAG
Compare and contrast key facts about Fidelity Series International Value Fund (FINVX) and STAG Industrial, Inc. (STAG).
FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINVX or STAG.
Performance
FINVX vs. STAG - Performance Comparison
Returns By Period
In the year-to-date period, FINVX achieves a 9.08% return, which is significantly higher than STAG's -3.96% return. Over the past 10 years, FINVX has underperformed STAG with an annualized return of 6.04%, while STAG has yielded a comparatively higher 9.65% annualized return.
FINVX
9.08%
-1.77%
-1.09%
15.40%
9.04%
6.04%
STAG
-3.96%
-3.79%
5.96%
5.95%
8.22%
9.65%
Key characteristics
| FINVX | STAG | |
|---|---|---|
| Sharpe Ratio | 1.17 | 0.31 |
| Sortino Ratio | 1.61 | 0.58 |
| Omega Ratio | 1.20 | 1.06 |
| Calmar Ratio | 1.82 | 0.28 |
| Martin Ratio | 5.79 | 0.94 |
| Ulcer Index | 2.66% | 6.32% |
| Daily Std Dev | 13.15% | 19.49% |
| Max Drawdown | -42.48% | -45.08% |
| Current Drawdown | -6.94% | -14.39% |
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Correlation
The correlation between FINVX and STAG is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
FINVX vs. STAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Value Fund (FINVX) and STAG Industrial, Inc. (STAG). 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
FINVX vs. STAG - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 3.02%, less than STAG's 4.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 3.02% | 3.29% | 3.33% | 5.02% | 2.83% | 3.68% | 4.05% | 2.90% | 2.43% | 2.14% | 12.37% | 4.61% |
STAG STAG Industrial, Inc. | 4.05% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% | 5.27% | 5.89% |
Drawdowns
FINVX vs. STAG - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.48%, smaller than the maximum STAG drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for FINVX and STAG. For additional features, visit the drawdowns tool.
Volatility
FINVX vs. STAG - Volatility Comparison
The current volatility for Fidelity Series International Value Fund (FINVX) is 3.61%, while STAG Industrial, Inc. (STAG) has a volatility of 6.10%. This indicates that FINVX experiences smaller price fluctuations and is considered to be less risky than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.