FOCSX vs. FSGGX

In the year-to-date period, FOCSX achieves a -6.85% return, which is significantly lower than FSGGX's 14.01% return.

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FOCSX has a 0.60% expense ratio, which is higher than FSGGX's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth K6 Fund (FOCSX) and Fidelity Global ex U.S. Index Fund (FSGGX). 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 FOCSX Sharpe Ratio is -0.00, which is lower than the FSGGX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of FOCSX and FSGGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FOCSX's dividend yield for the trailing twelve months is around 1.68%, less than FSGGX's 2.55% yield.

The maximum FOCSX drawdown since its inception was -38.79%, which is greater than FSGGX's maximum drawdown of -34.76%. Use the drawdown chart below to compare losses from any high point for FOCSX and FSGGX. For additional features, visit the drawdowns tool.

Fidelity Small Cap Growth K6 Fund (FOCSX) has a higher volatility of 6.01% compared to Fidelity Global ex U.S. Index Fund (FSGGX) at 2.76%. This indicates that FOCSX's price experiences larger fluctuations and is considered to be riskier than FSGGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.