PortfoliosLab logoPortfoliosLab logo
FIONX vs. PZRIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIONX vs. PZRIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity SAI International Index Fund (FIONX) and PIMCO RAE Global ex-US Fund (PZRIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FIONX vs. PZRIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FIONX
Fidelity SAI International Index Fund
-1.95%31.85%3.64%18.22%-14.19%11.24%8.17%22.09%-13.59%22.53%
PZRIX
PIMCO RAE Global ex-US Fund
7.89%34.05%3.29%19.31%-9.11%12.08%1.74%15.94%-14.93%24.53%

Returns By Period

In the year-to-date period, FIONX achieves a -1.95% return, which is significantly lower than PZRIX's 7.89% return.


FIONX

1D
0.41%
1M
-10.88%
YTD
-1.95%
6M
2.53%
1Y
19.82%
3Y*
13.41%
5Y*
7.89%
10Y*

PZRIX

1D
0.41%
1M
-6.89%
YTD
7.89%
6M
16.45%
1Y
34.85%
3Y*
18.91%
5Y*
10.55%
10Y*
9.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FIONX vs. PZRIX - Expense Ratio Comparison

FIONX has a 0.04% expense ratio, which is higher than PZRIX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

FIONX vs. PZRIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIONX
FIONX Risk / Return Rank: 6262
Overall Rank
FIONX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FIONX Sortino Ratio Rank: 6161
Sortino Ratio Rank
FIONX Omega Ratio Rank: 5959
Omega Ratio Rank
FIONX Calmar Ratio Rank: 6565
Calmar Ratio Rank
FIONX Martin Ratio Rank: 6161
Martin Ratio Rank

PZRIX
PZRIX Risk / Return Rank: 9494
Overall Rank
PZRIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PZRIX Sortino Ratio Rank: 9595
Sortino Ratio Rank
PZRIX Omega Ratio Rank: 9393
Omega Ratio Rank
PZRIX Calmar Ratio Rank: 9292
Calmar Ratio Rank
PZRIX Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIONX vs. PZRIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI International Index Fund (FIONX) and PIMCO RAE Global ex-US Fund (PZRIX). 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.


FIONXPZRIXDifference

Sharpe ratio

Return per unit of total volatility

1.11

2.41

-1.30

Sortino ratio

Return per unit of downside risk

1.55

3.09

-1.54

Omega ratio

Gain probability vs. loss probability

1.23

1.47

-0.24

Calmar ratio

Return relative to maximum drawdown

1.49

2.70

-1.21

Martin ratio

Return relative to average drawdown

5.86

12.87

-7.01

FIONX vs. PZRIX - Sharpe Ratio Comparison

The current FIONX Sharpe Ratio is 1.11, which is lower than the PZRIX Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of FIONX and PZRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FIONXPZRIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

2.41

-1.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.67

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.58

-0.07

Correlation

The correlation between FIONX and PZRIX is 0.92, 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

FIONX vs. PZRIX - Dividend Comparison

FIONX's dividend yield for the trailing twelve months is around 3.34%, less than PZRIX's 6.08% yield.


TTM2025202420232022202120202019201820172016
FIONX
Fidelity SAI International Index Fund
3.34%3.28%3.06%2.18%3.34%2.65%1.91%3.16%3.00%0.52%0.00%
PZRIX
PIMCO RAE Global ex-US Fund
6.08%6.56%6.70%9.19%8.80%11.99%2.04%6.32%2.80%4.13%2.58%

Drawdowns

FIONX vs. PZRIX - Drawdown Comparison

The maximum FIONX drawdown since its inception was -33.69%, smaller than the maximum PZRIX drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for FIONX and PZRIX.


Loading graphics...

Drawdown Indicators


FIONXPZRIXDifference

Max Drawdown

Largest peak-to-trough decline

-33.69%

-43.53%

+9.84%

Max Drawdown (1Y)

Largest decline over 1 year

-11.40%

-10.68%

-0.72%

Max Drawdown (5Y)

Largest decline over 5 years

-29.49%

-30.85%

+1.36%

Max Drawdown (10Y)

Largest decline over 10 years

-43.53%

Current Drawdown

Current decline from peak

-10.88%

-6.96%

-3.92%

Average Drawdown

Average peak-to-trough decline

-6.44%

-9.00%

+2.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.04%

2.53%

+0.51%

Volatility

FIONX vs. PZRIX - Volatility Comparison

Fidelity SAI International Index Fund (FIONX) has a higher volatility of 7.05% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.02%. This indicates that FIONX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FIONXPZRIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.05%

5.02%

+2.03%

Volatility (6M)

Calculated over the trailing 6-month period

10.64%

8.77%

+1.87%

Volatility (1Y)

Calculated over the trailing 1-year period

16.83%

14.09%

+2.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.83%

15.83%

0.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.49%

17.01%

-0.52%