FMIJX vs. FUSIX

In the year-to-date period, FMIJX achieves a -2.84% return, which is significantly lower than FUSIX's 10.83% return. Over the past 10 years, FMIJX has underperformed FUSIX with an annualized return of 3.94%, while FUSIX has yielded a comparatively higher 4.76% annualized return.

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FMIJX has a 0.94% expense ratio, which is higher than FUSIX's 0.54% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FMI International Fund (FMIJX) and Strategic Advisers Fidelity International Fund (FUSIX). 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.

The current FMIJX Sharpe Ratio is -0.01, which is lower than the FUSIX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of FMIJX and FUSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FMIJX has not paid dividends to shareholders, while FUSIX's dividend yield for the trailing twelve months is around 2.30%.

The maximum FMIJX drawdown since its inception was -37.45%, which is greater than FUSIX's maximum drawdown of -34.30%. Use the drawdown chart below to compare losses from any high point for FMIJX and FUSIX. For additional features, visit the drawdowns tool.

FMI International Fund (FMIJX) has a higher volatility of 11.55% compared to Strategic Advisers Fidelity International Fund (FUSIX) at 10.99%. This indicates that FMIJX's price experiences larger fluctuations and is considered to be riskier than FUSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.