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FSOSX vs. STAG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FSOSX vs. STAG

Last updated May 12, 2025

Compare and contrast key facts about Fidelity Series Overseas Fund (FSOSX) and STAG Industrial, Inc. (STAG).

FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSOSX or STAG.

Correlation

The correlation between FSOSX and STAG is -0.32. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

FSOSX vs. STAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series Overseas Fund (FSOSX) and STAG Industrial, Inc. (STAG). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FSOSX:

1.20%

STAG:

23.52%

Max Drawdown

FSOSX:

-0.26%

STAG:

-45.08%

Current Drawdown

FSOSX:

-0.26%

STAG:

-17.02%

Returns By Period

FSOSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

STAG

YTD

3.82%

1M

10.50%

6M

-5.41%

1Y

1.80%

5Y*

12.15%

10Y*

10.12%

*Annualized

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Risk-Adjusted Performance

FSOSX vs. STAG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FSOSX
The Risk-Adjusted Performance Rank of FSOSX is 7272
Overall Rank
The Sharpe Ratio Rank of FSOSX is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of FSOSX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of FSOSX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of FSOSX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of FSOSX is 7171
Martin Ratio Rank
STAG
The Risk-Adjusted Performance Rank of STAG is 5050
Overall Rank
The Sharpe Ratio Rank of STAG is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of STAG is 4646
Sortino Ratio Rank
The Omega Ratio Rank of STAG is 4545
Omega Ratio Rank
The Calmar Ratio Rank of STAG is 5252
Calmar Ratio Rank
The Martin Ratio Rank of STAG is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSOSX vs. STAG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Overseas Fund (FSOSX) and STAG Industrial, Inc. (STAG). 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.

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Dividends

FSOSX vs. STAG - Dividend Comparison

FSOSX's dividend yield for the trailing twelve months is around 1.99%, less than STAG's 4.29% yield.

TTM20242023202220212020201920182017201620152014
FSOSX
Fidelity Series Overseas Fund		1.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
STAG
STAG Industrial, Inc.		4.29%4.38%3.74%4.52%3.02%4.60%4.53%5.71%5.14%5.82%7.40%5.27%

Drawdowns

FSOSX vs. STAG - Drawdown Comparison

The maximum FSOSX drawdown since its inception was -0.26%, smaller than the maximum STAG drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for FSOSX and STAG. For additional features, visit the drawdowns tool.

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Volatility

FSOSX vs. STAG - Volatility Comparison

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