FOSKX vs. GQJPX
Compare and contrast key facts about Fidelity Overseas Fund Class K (FOSKX) and GQG Partners International Quality Dividend Income Fund (GQJPX).
FOSKX is managed by Fidelity. It was launched on May 9, 2008. GQJPX is managed by GQG Partners Inc. It was launched on Jun 29, 2021.
Performance
FOSKX vs. GQJPX - Performance Comparison
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FOSKX vs. GQJPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FOSKX Fidelity Overseas Fund Class K | -5.82% | 20.90% | 5.28% | 20.70% | -24.71% | 8.52% |
GQJPX GQG Partners International Quality Dividend Income Fund | 3.87% | 24.88% | 7.39% | 18.06% | -10.50% | 1.05% |
Returns By Period
In the year-to-date period, FOSKX achieves a -5.82% return, which is significantly lower than GQJPX's 3.87% return.
FOSKX
- 1D
- 0.43%
- 1M
- -11.39%
- YTD
- -5.82%
- 6M
- -5.49%
- 1Y
- 6.91%
- 3Y*
- 9.50%
- 5Y*
- 5.04%
- 10Y*
- 7.98%
GQJPX
- 1D
- -0.32%
- 1M
- -7.07%
- YTD
- 3.87%
- 6M
- 9.04%
- 1Y
- 17.20%
- 3Y*
- 17.59%
- 5Y*
- —
- 10Y*
- —
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FOSKX vs. GQJPX - Expense Ratio Comparison
FOSKX has a 0.89% expense ratio, which is lower than GQJPX's 0.91% expense ratio.
Return for Risk
FOSKX vs. GQJPX — Risk / Return Rank
FOSKX
GQJPX
FOSKX vs. GQJPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Overseas Fund Class K (FOSKX) and GQG Partners International Quality Dividend Income Fund (GQJPX). 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.
| FOSKX | GQJPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.39 | -1.07 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.81 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.28 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.71 | -1.30 |
Martin ratioReturn relative to average drawdown | 1.49 | 6.57 | -5.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FOSKX | GQJPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.39 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.68 | -0.46 |
Correlation
The correlation between FOSKX and GQJPX is 0.70, 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.
Dividends
FOSKX vs. GQJPX - Dividend Comparison
FOSKX's dividend yield for the trailing twelve months is around 5.26%, more than GQJPX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSKX Fidelity Overseas Fund Class K | 5.26% | 4.96% | 1.84% | 1.13% | 0.88% | 4.64% | 0.62% | 1.44% | 6.08% | 0.06% | 2.09% | 1.17% |
GQJPX GQG Partners International Quality Dividend Income Fund | 3.10% | 3.22% | 3.35% | 4.50% | 5.59% | 1.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FOSKX vs. GQJPX - Drawdown Comparison
The maximum FOSKX drawdown since its inception was -59.28%, which is greater than GQJPX's maximum drawdown of -21.83%. Use the drawdown chart below to compare losses from any high point for FOSKX and GQJPX.
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Drawdown Indicators
| FOSKX | GQJPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.28% | -21.83% | -37.45% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -8.78% | -3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -36.45% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.45% | — | — |
Current DrawdownCurrent decline from peak | -11.88% | -7.28% | -4.60% |
Average DrawdownAverage peak-to-trough decline | -14.48% | -5.58% | -8.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 2.46% | +0.91% |
Volatility
FOSKX vs. GQJPX - Volatility Comparison
Fidelity Overseas Fund Class K (FOSKX) has a higher volatility of 8.24% compared to GQG Partners International Quality Dividend Income Fund (GQJPX) at 5.40%. This indicates that FOSKX's price experiences larger fluctuations and is considered to be riskier than GQJPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOSKX | GQJPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 5.40% | +2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 8.01% | +3.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 12.39% | +5.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 13.05% | +4.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 13.05% | +3.98% |