FPBFX vs. REPX
FPBFX (Fidelity Pacific Basin Fund) is Asia Pacific Equities fund managed by Fidelity, while REPX (Riley Exploration Permian, Inc.) is a stock. Over the past 10 years, FPBFX returned 13.58%/yr vs 16.60%/yr for REPX. At a 0.13 correlation, their price movements are largely independent.
Performance
FPBFX vs. REPX - Performance Comparison
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Returns By Period
In the year-to-date period, FPBFX achieves a 33.43% return, which is significantly higher than REPX's 30.18% return. Over the past 10 years, FPBFX has underperformed REPX with an annualized return of 13.58%, while REPX has yielded a comparatively higher 16.60% annualized return.
FPBFX
- 1D
- 2.19%
- 1M
- 7.75%
- YTD
- 33.43%
- 6M
- 34.61%
- 1Y
- 61.36%
- 3Y*
- 25.97%
- 5Y*
- 11.45%
- 10Y*
- 13.58%
REPX
- 1D
- 2.04%
- 1M
- -13.24%
- YTD
- 30.18%
- 6M
- 33.57%
- 1Y
- 26.19%
- 3Y*
- 2.95%
- 5Y*
- -3.88%
- 10Y*
- 16.60%
FPBFX vs. REPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPBFX Fidelity Pacific Basin Fund | 33.43% | 37.15% | 9.26% | 14.07% | -23.71% | 2.28% | 32.92% | 32.21% | -18.08% | 40.06% |
REPX Riley Exploration Permian, Inc. | 30.18% | -12.73% | 23.84% | -3.86% | 60.15% | 34.52% | 153.01% | -48.41% | 18.74% | 14.29% |
Correlation
The correlation between FPBFX and REPX is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Dec 28, 1998 | 0.13 |
The correlation between FPBFX and REPX shifts across timeframes, from -0.03 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
FPBFX vs. REPX — Risk / Return Rank
FPBFX
REPX
FPBFX vs. REPX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FPBFX | REPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.20 | ||
| Sortino ratioReturn per unit of downside risk | +2.42 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.13 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 4.87 | 1.29 | +3.58 |
| Martin ratioReturn relative to average drawdown | 17.98 | 2.92 | +15.06 |
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Drawdowns
FPBFX vs. REPX - Drawdown Comparison
The maximum FPBFX drawdown since its inception was -69.06%, 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.
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Drawdown Indicators
| FPBFX | REPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.06% | -99.74% | +30.68% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -20.36% | +8.11% |
Max Drawdown (3Y)Largest decline over 3 years | -19.48% | -41.27% | +21.79% |
Max Drawdown (5Y)Largest decline over 5 years | -37.97% | -68.56% | +30.59% |
Max Drawdown (10Y)Largest decline over 10 years | -39.85% | -72.42% | +32.57% |
Current DrawdownCurrent decline from peak | 0.00% | -97.59% | +97.59% |
Average DrawdownAverage peak-to-trough decline | -17.56% | -88.51% | +70.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 9.03% | -5.72% |
Volatility
FPBFX vs. REPX - Volatility Comparison
The current volatility for Fidelity Pacific Basin Fund (FPBFX) is 9.74%, while Riley Exploration Permian, Inc. (REPX) has a volatility of 16.48%. 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.
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Volatility by Period
| FPBFX | REPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.74% | 16.48% | -6.74% |
Volatility (6M)Calculated over the trailing 6-month period | 18.08% | 36.28% | -18.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 46.05% | -24.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.48% | 60.86% | -41.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.88% | 113.86% | -95.98% |
Dividends
FPBFX vs. REPX - Dividend Comparison
FPBFX's dividend yield for the trailing twelve months is around 6.14%, more than REPX's 4.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPBFX Fidelity Pacific Basin Fund | 6.14% | 8.19% | 5.99% | 5.36% | 8.76% | 14.97% | 4.45% | 0.75% | 10.88% | 4.36% | 2.38% | 3.61% |
REPX Riley Exploration Permian, Inc. | 4.72% | 5.83% | 4.57% | 5.07% | 4.32% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FPBFX and REPX have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REPX has higher volatility (16.48%) compared to FPBFX (9.74%). In terms of maximum drawdown, FPBFX dropped -69.06% vs REPX's -99.74%.
FPBFX currently has the higher Sharpe Ratio (2.77 vs 0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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