FSOSX vs. FIVLX
Compare and contrast key facts about Fidelity Series Overseas Fund (FSOSX) and Fidelity International Value Fund (FIVLX).
FSOSX is managed by Fidelity. It was launched on Jun 21, 2019. FIVLX is managed by Fidelity. It was launched on May 18, 2006.
Performance
FSOSX vs. FIVLX - Performance Comparison
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FSOSX vs. FIVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FSOSX Fidelity Series Overseas Fund | -5.69% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
FIVLX Fidelity International Value Fund | -1.56% | 43.67% | 5.33% | 19.27% | -7.99% | 14.89% | 3.36% | 6.60% |
Returns By Period
In the year-to-date period, FSOSX achieves a -5.69% return, which is significantly lower than FIVLX's -1.56% return.
FSOSX
- 1D
- 0.36%
- 1M
- -11.39%
- YTD
- -5.69%
- 6M
- -5.28%
- 1Y
- 7.28%
- 3Y*
- 10.01%
- 5Y*
- 5.83%
- 10Y*
- —
FIVLX
- 1D
- 0.80%
- 1M
- -9.21%
- YTD
- -1.56%
- 6M
- 4.00%
- 1Y
- 24.26%
- 3Y*
- 18.94%
- 5Y*
- 11.87%
- 10Y*
- 8.90%
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FSOSX vs. FIVLX - Expense Ratio Comparison
FSOSX has a 0.01% expense ratio, which is lower than FIVLX's 1.01% expense ratio.
Return for Risk
FSOSX vs. FIVLX — Risk / Return Rank
FSOSX
FIVLX
FSOSX vs. FIVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Overseas Fund (FSOSX) and Fidelity International Value Fund (FIVLX). 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.
| FSOSX | FIVLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.34 | -1.00 |
Sortino ratioReturn per unit of downside risk | 0.58 | 1.82 | -1.23 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.27 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.77 | -1.37 |
Martin ratioReturn relative to average drawdown | 1.51 | 7.35 | -5.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSOSX | FIVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.34 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.73 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.21 | +0.22 |
Correlation
The correlation between FSOSX and FIVLX is 0.88, 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
FSOSX vs. FIVLX - Dividend Comparison
FSOSX's dividend yield for the trailing twelve months is around 9.70%, more than FIVLX's 2.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOSX Fidelity Series Overseas Fund | 9.70% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
FIVLX Fidelity International Value Fund | 2.36% | 2.32% | 2.90% | 2.06% | 1.85% | 4.35% | 1.74% | 3.54% | 3.33% | 0.15% | 2.71% | 1.44% |
Drawdowns
FSOSX vs. FIVLX - Drawdown Comparison
The maximum FSOSX drawdown since its inception was -35.36%, smaller than the maximum FIVLX drawdown of -65.21%. Use the drawdown chart below to compare losses from any high point for FSOSX and FIVLX.
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Drawdown Indicators
| FSOSX | FIVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.36% | -65.21% | +29.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -11.58% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -35.36% | -27.49% | -7.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.43% | — |
Current DrawdownCurrent decline from peak | -11.89% | -9.33% | -2.56% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -17.19% | +9.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.94% | +0.37% |
Volatility
FSOSX vs. FIVLX - Volatility Comparison
Fidelity Series Overseas Fund (FSOSX) has a higher volatility of 8.28% compared to Fidelity International Value Fund (FIVLX) at 7.04%. This indicates that FSOSX's price experiences larger fluctuations and is considered to be riskier than FIVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSOSX | FIVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.28% | 7.04% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.94% | 10.60% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.25% | 17.28% | +0.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 16.43% | +0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 17.86% | +1.07% |