FPBFX vs. REPX
Compare and contrast key facts about Fidelity Pacific Basin Fund (FPBFX) and Riley Exploration Permian, Inc. (REPX).
FPBFX is managed by Fidelity. It was launched on Oct 1, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPBFX or REPX.
Key characteristics
| FPBFX | REPX | |
|---|---|---|
| YTD Return | 11.52% | 29.43% |
| 1Y Return | 12.39% | 30.92% |
| 3Y Return (Ann) | -10.15% | 15.57% |
| 5Y Return (Ann) | 0.76% | 44.54% |
| 10Y Return (Ann) | 3.46% | -2.43% |
| Sharpe Ratio | 0.84 | 0.76 |
| Sortino Ratio | 1.28 | 1.30 |
| Omega Ratio | 1.16 | 1.17 |
| Calmar Ratio | 0.36 | 0.37 |
| Martin Ratio | 4.49 | 2.28 |
| Ulcer Index | 3.29% | 15.87% |
| Daily Std Dev | 17.54% | 47.73% |
| Max Drawdown | -68.30% | -99.74% |
| Current Drawdown | -29.90% | -97.79% |
Correlation
The correlation between FPBFX and REPX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FPBFX vs. REPX - Performance Comparison
In the year-to-date period, FPBFX achieves a 11.52% return, which is significantly lower than REPX's 29.43% return. Over the past 10 years, FPBFX has outperformed REPX with an annualized return of 3.46%, while REPX has yielded a comparatively lower -2.43% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FPBFX vs. REPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Pacific Basin Fund (FPBFX) and Riley Exploration Permian, Inc. (REPX). 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.
Dividends
FPBFX vs. REPX - Dividend Comparison
FPBFX's dividend yield for the trailing twelve months is around 0.75%, less than REPX's 4.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPBFX Fidelity Pacific Basin Fund | 0.75% | 0.84% | 0.00% | 3.04% | 0.22% | 0.75% | 0.74% | 0.65% | 0.65% | 6.36% | 7.55% | 15.42% |
REPX Riley Exploration Permian, Inc. | 4.38% | 5.07% | 4.32% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FPBFX vs. REPX - Drawdown Comparison
The maximum FPBFX drawdown since its inception was -68.30%, smaller than the maximum REPX drawdown of -99.74%. Use the drawdown chart below to compare losses from any high point for FPBFX and REPX. For additional features, visit the drawdowns tool.
Volatility
FPBFX vs. REPX - Volatility Comparison
The current volatility for Fidelity Pacific Basin Fund (FPBFX) is 4.55%, while Riley Exploration Permian, Inc. (REPX) has a volatility of 13.71%. This indicates that FPBFX experiences smaller price fluctuations and is considered to be less risky than REPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.