FPBFX vs. INDAX
Compare and contrast key facts about Fidelity Pacific Basin Fund (FPBFX) and ALPS/Kotak India ESG Fund (INDAX).
FPBFX is managed by Fidelity. It was launched on Oct 1, 1986. INDAX is managed by ALPS. It was launched on Feb 13, 2011.
Performance
FPBFX vs. INDAX - Performance Comparison
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FPBFX vs. INDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPBFX Fidelity Pacific Basin Fund | 0.75% | 37.15% | 9.26% | 14.07% | -23.71% | 2.28% | 32.92% | 32.21% | -18.08% | 40.06% |
INDAX ALPS/Kotak India ESG Fund | -17.72% | 2.03% | 10.94% | 16.77% | -12.62% | 26.37% | 14.68% | 8.41% | -12.51% | 39.77% |
Returns By Period
In the year-to-date period, FPBFX achieves a 0.75% return, which is significantly higher than INDAX's -17.72% return. Over the past 10 years, FPBFX has outperformed INDAX with an annualized return of 10.92%, while INDAX has yielded a comparatively lower 6.97% annualized return.
FPBFX
- 1D
- -0.86%
- 1M
- -11.66%
- YTD
- 0.75%
- 6M
- 1.76%
- 1Y
- 34.14%
- 3Y*
- 16.13%
- 5Y*
- 5.76%
- 10Y*
- 10.92%
INDAX
- 1D
- -1.80%
- 1M
- -13.54%
- YTD
- -17.72%
- 6M
- -15.44%
- 1Y
- -12.38%
- 3Y*
- 3.65%
- 5Y*
- 2.06%
- 10Y*
- 6.97%
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FPBFX vs. INDAX - Expense Ratio Comparison
FPBFX has a 1.04% expense ratio, which is lower than INDAX's 1.33% expense ratio.
Return for Risk
FPBFX vs. INDAX — Risk / Return Rank
FPBFX
INDAX
FPBFX vs. INDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Pacific Basin Fund (FPBFX) and ALPS/Kotak India ESG Fund (INDAX). 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.
| FPBFX | INDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | -0.83 | +2.37 |
Sortino ratioReturn per unit of downside risk | 2.04 | -1.10 | +3.14 |
Omega ratioGain probability vs. loss probability | 1.30 | 0.87 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | -0.61 | +2.82 |
Martin ratioReturn relative to average drawdown | 8.61 | -2.14 | +10.74 |
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
| FPBFX | INDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | -0.83 | +2.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.14 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.42 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.34 | +0.07 |
Correlation
The correlation between FPBFX and INDAX is 0.49, 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
FPBFX vs. INDAX - Dividend Comparison
FPBFX's dividend yield for the trailing twelve months is around 8.13%, more than INDAX's 6.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPBFX Fidelity Pacific Basin Fund | 8.13% | 8.19% | 5.99% | 5.36% | 8.76% | 14.97% | 4.45% | 0.75% | 10.88% | 4.36% | 2.38% | 3.61% |
INDAX ALPS/Kotak India ESG Fund | 6.83% | 5.62% | 16.14% | 4.43% | 1.65% | 5.48% | 0.00% | 1.30% | 6.55% | 2.79% | 1.32% | 15.14% |
Drawdowns
FPBFX vs. INDAX - Drawdown Comparison
The maximum FPBFX drawdown since its inception was -69.06%, which is greater than INDAX's maximum drawdown of -43.98%. Use the drawdown chart below to compare losses from any high point for FPBFX and INDAX.
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Drawdown Indicators
| FPBFX | INDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.06% | -43.98% | -25.08% |
Max Drawdown (1Y)Largest decline over 1 year | -13.21% | -20.85% | +7.64% |
Max Drawdown (5Y)Largest decline over 5 years | -37.97% | -23.49% | -14.48% |
Max Drawdown (10Y)Largest decline over 10 years | -39.85% | -43.98% | +4.13% |
Current DrawdownCurrent decline from peak | -12.25% | -23.49% | +11.24% |
Average DrawdownAverage peak-to-trough decline | -17.65% | -10.67% | -6.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 5.92% | -2.42% |
Volatility
FPBFX vs. INDAX - Volatility Comparison
Fidelity Pacific Basin Fund (FPBFX) has a higher volatility of 9.35% compared to ALPS/Kotak India ESG Fund (INDAX) at 6.24%. This indicates that FPBFX's price experiences larger fluctuations and is considered to be riskier than INDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPBFX | INDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.35% | 6.24% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 15.63% | 10.28% | +5.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.31% | 14.65% | +6.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.72% | 14.97% | +3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.46% | 16.75% | +0.71% |