FSOSX vs. IVFIX
Compare and contrast key facts about Fidelity Series Overseas Fund (FSOSX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX).
FSOSX is managed by Fidelity. It was launched on Jun 21, 2019. IVFIX is managed by Federated. It was launched on Jun 3, 2008.
Performance
FSOSX vs. IVFIX - Performance Comparison
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FSOSX vs. IVFIX - 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% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 5.22% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 8.76% |
Returns By Period
In the year-to-date period, FSOSX achieves a -5.69% return, which is significantly lower than IVFIX's 5.22% return.
FSOSX
- 1D
- 0.36%
- 1M
- -11.39%
- YTD
- -5.69%
- 6M
- -5.28%
- 1Y
- 7.28%
- 3Y*
- 10.01%
- 5Y*
- 5.83%
- 10Y*
- —
IVFIX
- 1D
- 0.21%
- 1M
- -6.40%
- YTD
- 5.22%
- 6M
- 10.50%
- 1Y
- 23.17%
- 3Y*
- 13.89%
- 5Y*
- 10.28%
- 10Y*
- 7.06%
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FSOSX vs. IVFIX - Expense Ratio Comparison
FSOSX has a 0.01% expense ratio, which is lower than IVFIX's 0.86% expense ratio.
Return for Risk
FSOSX vs. IVFIX — Risk / Return Rank
FSOSX
IVFIX
FSOSX vs. IVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Overseas Fund (FSOSX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX). 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 | IVFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.98 | -1.64 |
Sortino ratioReturn per unit of downside risk | 0.58 | 2.58 | -1.99 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.41 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 4.08 | -3.68 |
Martin ratioReturn relative to average drawdown | 1.51 | 17.43 | -15.92 |
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 | IVFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.98 | -1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.83 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.21 | +0.22 |
Correlation
The correlation between FSOSX and IVFIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FSOSX vs. IVFIX - Dividend Comparison
FSOSX's dividend yield for the trailing twelve months is around 9.70%, more than IVFIX's 3.14% 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% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.14% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Drawdowns
FSOSX vs. IVFIX - Drawdown Comparison
The maximum FSOSX drawdown since its inception was -35.36%, smaller than the maximum IVFIX drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for FSOSX and IVFIX.
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Drawdown Indicators
| FSOSX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.36% | -51.49% | +16.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -8.47% | -3.92% |
Max Drawdown (5Y)Largest decline over 5 years | -35.36% | -21.29% | -14.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -11.89% | -6.58% | -5.31% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -11.69% | +3.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 1.98% | +1.33% |
Volatility
FSOSX vs. IVFIX - Volatility Comparison
Fidelity Series Overseas Fund (FSOSX) has a higher volatility of 8.28% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 4.54%. This indicates that FSOSX's price experiences larger fluctuations and is considered to be riskier than IVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSOSX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.28% | 4.54% | +3.74% |
Volatility (6M)Calculated over the trailing 6-month period | 11.94% | 8.10% | +3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.25% | 14.63% | +3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 12.96% | +4.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 14.74% | +4.19% |