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FQITX vs. SWRLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FQITX vs. SWRLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity SAI International Quality Index Fund (FQITX) and Touchstone International Equity Fund (SWRLX). The values are adjusted to include any dividend payments, if applicable.

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FQITX vs. SWRLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
FQITX
Fidelity SAI International Quality Index Fund
-6.47%17.04%1.04%18.44%-17.12%14.00%29.60%
SWRLX
Touchstone International Equity Fund
2.74%53.78%-1.53%17.63%-11.02%3.86%32.56%

Returns By Period

In the year-to-date period, FQITX achieves a -6.47% return, which is significantly lower than SWRLX's 2.74% return.


FQITX

1D
0.31%
1M
-12.39%
YTD
-6.47%
6M
-3.66%
1Y
6.17%
3Y*
6.42%
5Y*
4.47%
10Y*

SWRLX

1D
0.00%
1M
-11.11%
YTD
2.74%
6M
12.29%
1Y
38.68%
3Y*
18.67%
5Y*
10.18%
10Y*
9.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FQITX vs. SWRLX - Expense Ratio Comparison

FQITX has a 0.19% expense ratio, which is lower than SWRLX's 1.37% expense ratio.


Return for Risk

FQITX vs. SWRLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FQITX
FQITX Risk / Return Rank: 1111
Overall Rank
FQITX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
FQITX Sortino Ratio Rank: 1111
Sortino Ratio Rank
FQITX Omega Ratio Rank: 1010
Omega Ratio Rank
FQITX Calmar Ratio Rank: 1212
Calmar Ratio Rank
FQITX Martin Ratio Rank: 1313
Martin Ratio Rank

SWRLX
SWRLX Risk / Return Rank: 9494
Overall Rank
SWRLX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
SWRLX Sortino Ratio Rank: 9393
Sortino Ratio Rank
SWRLX Omega Ratio Rank: 9393
Omega Ratio Rank
SWRLX Calmar Ratio Rank: 9494
Calmar Ratio Rank
SWRLX Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FQITX vs. SWRLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI International Quality Index Fund (FQITX) and Touchstone International Equity Fund (SWRLX). 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.


FQITXSWRLXDifference

Sharpe ratio

Return per unit of total volatility

0.26

2.38

-2.12

Sortino ratio

Return per unit of downside risk

0.49

2.90

-2.41

Omega ratio

Gain probability vs. loss probability

1.06

1.47

-0.41

Calmar ratio

Return relative to maximum drawdown

0.31

3.02

-2.71

Martin ratio

Return relative to average drawdown

1.18

11.84

-10.66

FQITX vs. SWRLX - Sharpe Ratio Comparison

The current FQITX Sharpe Ratio is 0.26, which is lower than the SWRLX Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of FQITX and SWRLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FQITXSWRLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.26

2.38

-2.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.59

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.38

+0.13

Correlation

The correlation between FQITX and SWRLX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FQITX vs. SWRLX - Dividend Comparison

FQITX's dividend yield for the trailing twelve months is around 2.18%, less than SWRLX's 7.43% yield.


TTM20252024202320222021202020192018201720162015
FQITX
Fidelity SAI International Quality Index Fund
2.18%2.04%1.60%2.54%3.13%11.07%0.00%0.00%0.00%0.00%0.00%0.00%
SWRLX
Touchstone International Equity Fund
7.43%7.63%10.53%1.36%1.56%14.95%0.46%9.10%15.19%3.61%0.66%3.76%

Drawdowns

FQITX vs. SWRLX - Drawdown Comparison

The maximum FQITX drawdown since its inception was -31.39%, smaller than the maximum SWRLX drawdown of -59.44%. Use the drawdown chart below to compare losses from any high point for FQITX and SWRLX.


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Drawdown Indicators


FQITXSWRLXDifference

Max Drawdown

Largest peak-to-trough decline

-31.39%

-59.44%

+28.05%

Max Drawdown (1Y)

Largest decline over 1 year

-12.89%

-11.73%

-1.16%

Max Drawdown (5Y)

Largest decline over 5 years

-31.39%

-34.19%

+2.80%

Max Drawdown (10Y)

Largest decline over 10 years

-35.95%

Current Drawdown

Current decline from peak

-12.62%

-11.49%

-1.13%

Average Drawdown

Average peak-to-trough decline

-6.93%

-11.68%

+4.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.42%

3.07%

+0.35%

Volatility

FQITX vs. SWRLX - Volatility Comparison

Fidelity SAI International Quality Index Fund (FQITX) has a higher volatility of 7.47% compared to Touchstone International Equity Fund (SWRLX) at 6.90%. This indicates that FQITX's price experiences larger fluctuations and is considered to be riskier than SWRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FQITXSWRLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.47%

6.90%

+0.57%

Volatility (6M)

Calculated over the trailing 6-month period

11.83%

10.71%

+1.12%

Volatility (1Y)

Calculated over the trailing 1-year period

17.95%

15.93%

+2.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.40%

17.21%

-0.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.30%

16.75%

-0.45%