FTRNX vs. FEMKX
Compare and contrast key facts about Fidelity Trend Fund (FTRNX) and Fidelity Emerging Markets (FEMKX).
FTRNX is managed by Fidelity. It was launched on Jun 16, 1958. FEMKX is managed by Fidelity. It was launched on Nov 1, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRNX or FEMKX.
Performance
FTRNX vs. FEMKX - Performance Comparison
Returns By Period
In the year-to-date period, FTRNX achieves a 41.74% return, which is significantly higher than FEMKX's 9.81% return. Over the past 10 years, FTRNX has outperformed FEMKX with an annualized return of 8.81%, while FEMKX has yielded a comparatively lower 5.96% annualized return.
FTRNX
41.74%
7.40%
17.40%
42.13%
13.59%
8.81%
FEMKX
9.81%
-3.30%
0.59%
14.28%
5.66%
5.96%
Key characteristics
| FTRNX | FEMKX | |
|---|---|---|
| Sharpe Ratio | 1.98 | 0.93 |
| Sortino Ratio | 2.61 | 1.41 |
| Omega Ratio | 1.35 | 1.17 |
| Calmar Ratio | 1.80 | 0.50 |
| Martin Ratio | 11.39 | 4.29 |
| Ulcer Index | 3.70% | 3.32% |
| Daily Std Dev | 21.25% | 15.39% |
| Max Drawdown | -55.96% | -71.06% |
| Current Drawdown | -0.19% | -17.50% |
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FTRNX vs. FEMKX - Expense Ratio Comparison
FTRNX has a 0.73% expense ratio, which is lower than FEMKX's 0.88% expense ratio.
Correlation
The correlation between FTRNX and FEMKX is 0.60, 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.
Risk-Adjusted Performance
FTRNX vs. FEMKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Trend Fund (FTRNX) and Fidelity Emerging Markets (FEMKX). 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
FTRNX vs. FEMKX - Dividend Comparison
FTRNX's dividend yield for the trailing twelve months is around 0.03%, less than FEMKX's 1.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | 0.03% | 0.05% | 0.01% | 0.00% | 0.04% | 0.23% | 0.26% | 0.35% | 0.46% | 2.49% | 3.12% | 14.74% |
FEMKX Fidelity Emerging Markets | 1.01% | 1.11% | 0.77% | 1.06% | 0.20% | 1.71% | 0.81% | 0.49% | 0.67% | 0.51% | 1.24% | 0.08% |
Drawdowns
FTRNX vs. FEMKX - Drawdown Comparison
The maximum FTRNX drawdown since its inception was -55.96%, smaller than the maximum FEMKX drawdown of -71.06%. Use the drawdown chart below to compare losses from any high point for FTRNX and FEMKX. For additional features, visit the drawdowns tool.
Volatility
FTRNX vs. FEMKX - Volatility Comparison
Fidelity Trend Fund (FTRNX) has a higher volatility of 6.61% compared to Fidelity Emerging Markets (FEMKX) at 4.09%. This indicates that FTRNX's price experiences larger fluctuations and is considered to be riskier than FEMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.