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FJPIX vs. MJFOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FJPIX vs. MJFOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Japan Fund Class I (FJPIX) and Matthews Japan Fund (MJFOX). The values are adjusted to include any dividend payments, if applicable.

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FJPIX vs. MJFOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FJPIX
Fidelity Advisor Japan Fund Class I
2.59%31.61%7.29%15.88%-22.22%3.18%25.56%25.71%-14.73%29.03%
MJFOX
Matthews Japan Fund
-1.91%22.72%16.31%25.79%-27.84%-5.79%29.80%26.08%-20.12%33.22%

Returns By Period

In the year-to-date period, FJPIX achieves a 2.59% return, which is significantly higher than MJFOX's -1.91% return. Over the past 10 years, FJPIX has outperformed MJFOX with an annualized return of 9.88%, while MJFOX has yielded a comparatively lower 7.88% annualized return.


FJPIX

1D
0.05%
1M
-12.72%
YTD
2.59%
6M
5.93%
1Y
32.72%
3Y*
16.07%
5Y*
6.05%
10Y*
9.88%

MJFOX

1D
-0.08%
1M
-14.22%
YTD
-1.91%
6M
1.35%
1Y
19.54%
3Y*
17.66%
5Y*
4.82%
10Y*
7.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FJPIX vs. MJFOX - Expense Ratio Comparison

FJPIX has a 1.04% expense ratio, which is lower than MJFOX's 1.05% expense ratio.


Return for Risk

FJPIX vs. MJFOX — Risk / Return Rank

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

FJPIX
FJPIX Risk / Return Rank: 7777
Overall Rank
FJPIX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FJPIX Sortino Ratio Rank: 7575
Sortino Ratio Rank
FJPIX Omega Ratio Rank: 6969
Omega Ratio Rank
FJPIX Calmar Ratio Rank: 8484
Calmar Ratio Rank
FJPIX Martin Ratio Rank: 8282
Martin Ratio Rank

MJFOX
MJFOX Risk / Return Rank: 4141
Overall Rank
MJFOX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
MJFOX Sortino Ratio Rank: 4343
Sortino Ratio Rank
MJFOX Omega Ratio Rank: 3636
Omega Ratio Rank
MJFOX Calmar Ratio Rank: 4646
Calmar Ratio Rank
MJFOX Martin Ratio Rank: 3939
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.

FJPIX vs. MJFOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Japan Fund Class I (FJPIX) and Matthews Japan Fund (MJFOX). 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.


FJPIXMJFOXDifference

Sharpe ratio

Return per unit of total volatility

1.37

0.84

+0.53

Sortino ratio

Return per unit of downside risk

1.88

1.30

+0.58

Omega ratio

Gain probability vs. loss probability

1.26

1.17

+0.09

Calmar ratio

Return relative to maximum drawdown

2.07

1.16

+0.91

Martin ratio

Return relative to average drawdown

8.14

4.14

+4.00

FJPIX vs. MJFOX - Sharpe Ratio Comparison

The current FJPIX Sharpe Ratio is 1.37, which is higher than the MJFOX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of FJPIX and MJFOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FJPIXMJFOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

0.84

+0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

0.24

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.42

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.33

+0.05

Correlation

The correlation between FJPIX and MJFOX is 0.90, 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

FJPIX vs. MJFOX - Dividend Comparison

FJPIX's dividend yield for the trailing twelve months is around 9.52%, more than MJFOX's 2.00% yield.


TTM20252024202320222021202020192018201720162015
FJPIX
Fidelity Advisor Japan Fund Class I
9.52%9.77%4.27%3.69%0.00%10.54%1.91%1.27%0.32%0.23%1.20%0.60%
MJFOX
Matthews Japan Fund
2.00%1.96%2.12%6.09%7.19%8.08%10.15%8.63%4.14%3.90%1.15%0.00%

Drawdowns

FJPIX vs. MJFOX - Drawdown Comparison

The maximum FJPIX drawdown since its inception was -36.13%, smaller than the maximum MJFOX drawdown of -63.52%. Use the drawdown chart below to compare losses from any high point for FJPIX and MJFOX.


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Drawdown Indicators


FJPIXMJFOXDifference

Max Drawdown

Largest peak-to-trough decline

-36.13%

-63.52%

+27.39%

Max Drawdown (1Y)

Largest decline over 1 year

-12.77%

-14.53%

+1.76%

Max Drawdown (5Y)

Largest decline over 5 years

-36.13%

-42.85%

+6.72%

Max Drawdown (10Y)

Largest decline over 10 years

-36.13%

-42.85%

+6.72%

Current Drawdown

Current decline from peak

-12.72%

-14.53%

+1.81%

Average Drawdown

Average peak-to-trough decline

-9.74%

-21.37%

+11.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.52%

4.06%

-0.54%

Volatility

FJPIX vs. MJFOX - Volatility Comparison

Fidelity Advisor Japan Fund Class I (FJPIX) has a higher volatility of 9.78% compared to Matthews Japan Fund (MJFOX) at 9.26%. This indicates that FJPIX's price experiences larger fluctuations and is considered to be riskier than MJFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FJPIXMJFOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.78%

9.26%

+0.52%

Volatility (6M)

Calculated over the trailing 6-month period

16.17%

16.33%

-0.16%

Volatility (1Y)

Calculated over the trailing 1-year period

22.82%

22.97%

-0.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.64%

20.16%

-0.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.15%

18.73%

-0.58%