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.
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
Key characteristics
FPBFX:
0.34
REPX:
0.32
FPBFX:
0.59
REPX:
0.77
FPBFX:
1.08
REPX:
1.10
FPBFX:
0.15
REPX:
0.15
FPBFX:
1.46
REPX:
0.94
FPBFX:
4.26%
REPX:
16.15%
FPBFX:
18.27%
REPX:
47.46%
FPBFX:
-68.30%
REPX:
-99.74%
FPBFX:
-35.06%
REPX:
-98.01%
Returns By Period
In the year-to-date period, FPBFX achieves a 3.31% return, which is significantly lower than REPX's 16.31% return. Over the past 10 years, FPBFX has outperformed REPX with an annualized return of 2.89%, while REPX has yielded a comparatively lower 0.69% annualized return.
FPBFX
3.31%
-7.22%
-1.16%
7.57%
-1.56%
2.89%
REPX
16.31%
-13.58%
11.90%
15.17%
43.00%
0.69%
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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 has not paid dividends to shareholders, while REPX's dividend yield for the trailing twelve months is around 4.87%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPBFX Fidelity Pacific Basin Fund | 0.00% | 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. | 4.87% | 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 7.77%, while Riley Exploration Permian, Inc. (REPX) has a volatility of 10.81%. 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.