FSOSX vs. ARTIX

In the year-to-date period, FSOSX achieves a 18.23% return, which is significantly lower than ARTIX's 23.35% return.

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FSOSX has a 0.01% expense ratio, which is lower than ARTIX's 1.19% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Overseas Fund (FSOSX) and Artisan International Fund (ARTIX). 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.

The current FSOSX Sharpe Ratio is 0.85, which is lower than the ARTIX Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of FSOSX and ARTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSOSX's dividend yield for the trailing twelve months is around 1.91%, less than ARTIX's 8.30% yield.

The maximum FSOSX drawdown since its inception was -36.47%, smaller than the maximum ARTIX drawdown of -61.18%. Use the drawdown chart below to compare losses from any high point for FSOSX and ARTIX.

The current volatility for Fidelity Series Overseas Fund (FSOSX) is 3.24%, while Artisan International Fund (ARTIX) has a volatility of 3.57%. This indicates that FSOSX experiences smaller price fluctuations and is considered to be less risky than ARTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.