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FLATX vs. VGT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FLATX and VGT is 0.60, 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

FLATX vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Latin America Fund (FLATX) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


FLATX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

VGT

YTD

-1.91%

1M

11.12%

6M

-0.99%

1Y

11.75%

3Y*

19.59%

5Y*

19.37%

10Y*

19.81%

*Annualized

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Fidelity Latin America Fund

FLATX vs. VGT - Expense Ratio Comparison

FLATX has a 1.04% expense ratio, which is higher than VGT's 0.10% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FLATX vs. VGT — Risk-Adjusted Performance Rank

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

FLATX
The Risk-Adjusted Performance Rank of FLATX is 11
Overall Rank
The Sharpe Ratio Rank of FLATX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of FLATX is 11
Sortino Ratio Rank
The Omega Ratio Rank of FLATX is 11
Omega Ratio Rank
The Calmar Ratio Rank of FLATX is 11
Calmar Ratio Rank
The Martin Ratio Rank of FLATX is 11
Martin Ratio Rank

VGT
The Risk-Adjusted Performance Rank of VGT is 4343
Overall Rank
The Sharpe Ratio Rank of VGT is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of VGT is 4242
Sortino Ratio Rank
The Omega Ratio Rank of VGT is 4242
Omega Ratio Rank
The Calmar Ratio Rank of VGT is 4848
Calmar Ratio Rank
The Martin Ratio Rank of VGT is 4242
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FLATX vs. VGT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Latin America Fund (FLATX) and Vanguard Information Technology ETF (VGT). 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FLATX vs. VGT - Dividend Comparison

FLATX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.52%.


TTM20242023202220212020201920182017201620152014
FLATX
Fidelity Latin America Fund
2.40%2.40%4.14%9.18%2.77%0.06%2.32%2.35%1.52%2.48%3.04%11.01%
VGT
Vanguard Information Technology ETF
0.52%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%

Drawdowns

FLATX vs. VGT - Drawdown Comparison


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FLATX vs. VGT - Volatility Comparison


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