FSOSX vs. GSINX
Compare and contrast key facts about Fidelity Series Overseas Fund (FSOSX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX).
FSOSX is managed by Fidelity. It was launched on Jun 21, 2019. GSINX is managed by Goldman Sachs. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSOSX or GSINX.
Key characteristics
| FSOSX | GSINX | |
|---|---|---|
| YTD Return | 8.02% | 9.88% |
| 1Y Return | 17.29% | 19.03% |
| 3Y Return (Ann) | 0.14% | 5.12% |
| 5Y Return (Ann) | 7.96% | 9.97% |
| Sharpe Ratio | 1.29 | 1.43 |
| Sortino Ratio | 1.85 | 2.06 |
| Omega Ratio | 1.22 | 1.25 |
| Calmar Ratio | 1.16 | 2.10 |
| Martin Ratio | 6.29 | 6.76 |
| Ulcer Index | 2.78% | 2.76% |
| Daily Std Dev | 13.59% | 13.08% |
| Max Drawdown | -35.36% | -28.80% |
| Current Drawdown | -7.77% | -8.87% |
Correlation
The correlation between FSOSX and GSINX is 0.84, 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.
Performance
FSOSX vs. GSINX - Performance Comparison
In the year-to-date period, FSOSX achieves a 8.02% return, which is significantly lower than GSINX's 9.88% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSOSX vs. GSINX - Expense Ratio Comparison
FSOSX has a 0.01% expense ratio, which is lower than GSINX's 0.89% expense ratio.
Risk-Adjusted Performance
FSOSX vs. GSINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Overseas Fund (FSOSX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX). 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
FSOSX vs. GSINX - Dividend Comparison
FSOSX's dividend yield for the trailing twelve months is around 1.51%, less than GSINX's 2.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
FSOSX Fidelity Series Overseas Fund | 1.51% | 1.63% | 1.80% | 1.19% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% |
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 2.07% | 2.27% | 4.79% | 2.13% | 0.08% | 0.57% | 0.43% | 0.12% | 0.06% |
Drawdowns
FSOSX vs. GSINX - Drawdown Comparison
The maximum FSOSX drawdown since its inception was -35.36%, which is greater than GSINX's maximum drawdown of -28.80%. Use the drawdown chart below to compare losses from any high point for FSOSX and GSINX. For additional features, visit the drawdowns tool.
Volatility
FSOSX vs. GSINX - Volatility Comparison
Fidelity Series Overseas Fund (FSOSX) has a higher volatility of 3.69% compared to Goldman Sachs GQG Partners International Opportunities Fund (GSINX) at 2.40%. This indicates that FSOSX's price experiences larger fluctuations and is considered to be riskier than GSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.