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FMNEX vs. FSTSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FMNEX vs. FSTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RBB Free Market International Equity Fund (FMNEX) and Fidelity Series International Small Cap Fund (FSTSX). The values are adjusted to include any dividend payments, if applicable.

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FMNEX vs. FSTSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FMNEX
RBB Free Market International Equity Fund
0.71%42.81%2.15%16.13%-10.54%14.50%2.74%17.72%-19.58%27.74%
FSTSX
Fidelity Series International Small Cap Fund
-4.92%27.49%4.97%18.36%-26.25%18.29%19.61%28.24%-13.19%34.44%

Returns By Period

In the year-to-date period, FMNEX achieves a 0.71% return, which is significantly higher than FSTSX's -4.92% return. Both investments have delivered pretty close results over the past 10 years, with FMNEX having a 9.07% annualized return and FSTSX not far behind at 8.86%.


FMNEX

1D
-0.13%
1M
-10.93%
YTD
0.71%
6M
7.14%
1Y
32.53%
3Y*
17.23%
5Y*
10.01%
10Y*
9.07%

FSTSX

1D
-0.18%
1M
-11.22%
YTD
-4.92%
6M
-3.31%
1Y
17.66%
3Y*
11.76%
5Y*
5.42%
10Y*
8.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FMNEX vs. FSTSX - Expense Ratio Comparison

FMNEX has a 0.56% expense ratio, which is higher than FSTSX's 0.03% expense ratio.


Return for Risk

FMNEX vs. FSTSX — Risk / Return Rank

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

FMNEX
FMNEX Risk / Return Rank: 9191
Overall Rank
FMNEX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
FMNEX Sortino Ratio Rank: 9090
Sortino Ratio Rank
FMNEX Omega Ratio Rank: 9090
Omega Ratio Rank
FMNEX Calmar Ratio Rank: 9191
Calmar Ratio Rank
FMNEX Martin Ratio Rank: 9090
Martin Ratio Rank

FSTSX
FSTSX Risk / Return Rank: 5353
Overall Rank
FSTSX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
FSTSX Sortino Ratio Rank: 5656
Sortino Ratio Rank
FSTSX Omega Ratio Rank: 5151
Omega Ratio Rank
FSTSX Calmar Ratio Rank: 5555
Calmar Ratio Rank
FSTSX Martin Ratio Rank: 4646
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.

FMNEX vs. FSTSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RBB Free Market International Equity Fund (FMNEX) and Fidelity Series International Small Cap Fund (FSTSX). 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.


FMNEXFSTSXDifference

Sharpe ratio

Return per unit of total volatility

2.00

1.05

+0.95

Sortino ratio

Return per unit of downside risk

2.53

1.48

+1.05

Omega ratio

Gain probability vs. loss probability

1.41

1.21

+0.20

Calmar ratio

Return relative to maximum drawdown

2.60

1.30

+1.30

Martin ratio

Return relative to average drawdown

10.17

4.56

+5.61

FMNEX vs. FSTSX - Sharpe Ratio Comparison

The current FMNEX Sharpe Ratio is 2.00, which is higher than the FSTSX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of FMNEX and FSTSX, 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


FMNEXFSTSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.00

1.05

+0.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.33

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.56

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.58

-0.31

Correlation

The correlation between FMNEX and FSTSX is 0.87, 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

FMNEX vs. FSTSX - Dividend Comparison

FMNEX's dividend yield for the trailing twelve months is around 4.66%, less than FSTSX's 16.03% yield.


TTM20252024202320222021202020192018201720162015
FMNEX
RBB Free Market International Equity Fund
4.66%4.69%0.00%2.49%3.46%1.31%3.03%2.56%4.12%3.30%3.17%3.60%
FSTSX
Fidelity Series International Small Cap Fund
16.03%15.24%10.22%3.34%6.38%13.22%0.81%4.27%10.99%6.30%4.01%7.32%

Drawdowns

FMNEX vs. FSTSX - Drawdown Comparison

The maximum FMNEX drawdown since its inception was -59.76%, which is greater than FSTSX's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for FMNEX and FSTSX.


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Drawdown Indicators


FMNEXFSTSXDifference

Max Drawdown

Largest peak-to-trough decline

-59.76%

-38.91%

-20.85%

Max Drawdown (1Y)

Largest decline over 1 year

-11.38%

-11.22%

-0.16%

Max Drawdown (5Y)

Largest decline over 5 years

-26.61%

-38.91%

+12.30%

Max Drawdown (10Y)

Largest decline over 10 years

-47.35%

-38.91%

-8.44%

Current Drawdown

Current decline from peak

-10.93%

-11.22%

+0.29%

Average Drawdown

Average peak-to-trough decline

-12.28%

-7.95%

-4.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.93%

3.19%

-0.26%

Volatility

FMNEX vs. FSTSX - Volatility Comparison

RBB Free Market International Equity Fund (FMNEX) and Fidelity Series International Small Cap Fund (FSTSX) have volatilities of 6.35% and 6.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FMNEXFSTSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.35%

6.05%

+0.30%

Volatility (6M)

Calculated over the trailing 6-month period

10.23%

9.68%

+0.55%

Volatility (1Y)

Calculated over the trailing 1-year period

15.65%

15.21%

+0.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.40%

16.26%

-0.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.10%

15.80%

+0.30%