FSOSX vs. STAG
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.
Key characteristics
| FSOSX | STAG | |
|---|---|---|
| YTD Return | 12.34% | 3.64% |
| 1Y Return | 23.20% | 13.73% |
| 3Y Return (Ann) | 2.04% | 2.33% |
| 5Y Return (Ann) | 9.59% | 10.42% |
| Sharpe Ratio | 1.71 | 0.64 |
| Daily Std Dev | 13.54% | 21.02% |
| Max Drawdown | -35.36% | -45.08% |
| Current Drawdown | -2.35% | -7.61% |
Correlation
The correlation between FSOSX and STAG is 0.52, 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.
Performance
FSOSX vs. STAG - Performance Comparison
In the year-to-date period, FSOSX achieves a 12.34% return, which is significantly higher than STAG's 3.64% 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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Risk-Adjusted Performance
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.
Dividends
FSOSX vs. STAG - Dividend Comparison
FSOSX's dividend yield for the trailing twelve months is around 1.46%, less than STAG's 3.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOSX Fidelity Series Overseas Fund | 1.46% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
STAG STAG Industrial, Inc. | 3.73% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% | 5.27% | 5.89% |
Drawdowns
FSOSX vs. STAG - Drawdown Comparison
The maximum FSOSX drawdown since its inception was -35.36%, 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.
Volatility
FSOSX vs. STAG - Volatility Comparison
The current volatility for Fidelity Series Overseas Fund (FSOSX) is 4.04%, while STAG Industrial, Inc. (STAG) has a volatility of 4.29%. This indicates that FSOSX experiences smaller price fluctuations and is considered to be less risky than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.