FIVLX vs. SLMCX
Compare and contrast key facts about Fidelity International Value Fund (FIVLX) and Columbia Seligman Technology and Information Fund (SLMCX).
FIVLX is managed by Fidelity. It was launched on May 18, 2006. SLMCX is managed by Columbia Threadneedle. It was launched on Jun 22, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIVLX or SLMCX.
Key characteristics
| FIVLX | SLMCX | |
|---|---|---|
| YTD Return | 12.63% | 18.72% |
| 1Y Return | 22.93% | 34.01% |
| 3Y Return (Ann) | 7.60% | 10.27% |
| 5Y Return (Ann) | 9.32% | 22.40% |
| 10Y Return (Ann) | 5.78% | 20.81% |
| Sharpe Ratio | 1.74 | 1.67 |
| Sortino Ratio | 2.37 | 2.26 |
| Omega Ratio | 1.30 | 1.29 |
| Calmar Ratio | 2.67 | 1.69 |
| Martin Ratio | 10.98 | 8.25 |
| Ulcer Index | 2.09% | 4.08% |
| Daily Std Dev | 13.18% | 20.13% |
| Max Drawdown | -64.54% | -86.89% |
| Current Drawdown | -2.90% | -2.27% |
Correlation
The correlation between FIVLX and SLMCX is 0.67, 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.
Performance
FIVLX vs. SLMCX - Performance Comparison
In the year-to-date period, FIVLX achieves a 12.63% return, which is significantly lower than SLMCX's 18.72% return. Over the past 10 years, FIVLX has underperformed SLMCX with an annualized return of 5.78%, while SLMCX has yielded a comparatively higher 20.81% annualized return. 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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FIVLX vs. SLMCX - Expense Ratio Comparison
FIVLX has a 1.01% expense ratio, which is lower than SLMCX's 1.17% expense ratio.
Risk-Adjusted Performance
FIVLX vs. SLMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Value Fund (FIVLX) and Columbia Seligman Technology and Information Fund (SLMCX). 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
FIVLX vs. SLMCX - Dividend Comparison
FIVLX's dividend yield for the trailing twelve months is around 1.83%, less than SLMCX's 4.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVLX Fidelity International Value Fund | 1.83% | 2.06% | 1.85% | 4.35% | 1.74% | 3.54% | 3.33% | 1.66% | 2.71% | 1.44% | 3.94% | 4.51% |
SLMCX Columbia Seligman Technology and Information Fund | 4.35% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% | 12.70% | 1.57% |
Drawdowns
FIVLX vs. SLMCX - Drawdown Comparison
The maximum FIVLX drawdown since its inception was -64.54%, smaller than the maximum SLMCX drawdown of -86.89%. Use the drawdown chart below to compare losses from any high point for FIVLX and SLMCX. For additional features, visit the drawdowns tool.
Volatility
FIVLX vs. SLMCX - Volatility Comparison
The current volatility for Fidelity International Value Fund (FIVLX) is 4.17%, while Columbia Seligman Technology and Information Fund (SLMCX) has a volatility of 4.67%. This indicates that FIVLX experiences smaller price fluctuations and is considered to be less risky than SLMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.