FUSIX vs. FCTDX
Compare and contrast key facts about Strategic Advisers Fidelity International Fund (FUSIX) and Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX).
FUSIX is managed by Fidelity. It was launched on Mar 8, 2007. FCTDX is managed by Fidelity. It was launched on Mar 20, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUSIX or FCTDX.
Performance
FUSIX vs. FCTDX - Performance Comparison
Returns By Period
In the year-to-date period, FUSIX achieves a 6.11% return, which is significantly lower than FCTDX's 23.87% return.
FUSIX
6.11%
-4.96%
-2.78%
13.90%
4.92%
4.72%
FCTDX
23.87%
0.06%
10.09%
31.22%
15.35%
N/A
Key characteristics
| FUSIX | FCTDX | |
|---|---|---|
| Sharpe Ratio | 1.12 | 2.51 |
| Sortino Ratio | 1.60 | 3.41 |
| Omega Ratio | 1.20 | 1.47 |
| Calmar Ratio | 0.92 | 3.74 |
| Martin Ratio | 5.51 | 16.35 |
| Ulcer Index | 2.52% | 1.93% |
| Daily Std Dev | 12.40% | 12.58% |
| Max Drawdown | -34.30% | -34.51% |
| Current Drawdown | -8.23% | -2.61% |
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FUSIX vs. FCTDX - Expense Ratio Comparison
FUSIX has a 0.54% expense ratio, which is lower than FCTDX's 0.61% expense ratio.
Correlation
The correlation between FUSIX and FCTDX is 0.81, 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.
Risk-Adjusted Performance
FUSIX vs. FCTDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity International Fund (FUSIX) and Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX). 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
FUSIX vs. FCTDX - Dividend Comparison
FUSIX's dividend yield for the trailing twelve months is around 2.43%, more than FCTDX's 0.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | 2.43% | 2.43% | 2.11% | 1.97% | 0.68% | 1.72% | 1.64% | 1.02% | 1.56% | 1.60% | 2.21% | 2.71% |
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 0.95% | 1.05% | 1.22% | 0.80% | 1.33% | 1.50% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FUSIX vs. FCTDX - Drawdown Comparison
The maximum FUSIX drawdown since its inception was -34.30%, roughly equal to the maximum FCTDX drawdown of -34.51%. Use the drawdown chart below to compare losses from any high point for FUSIX and FCTDX. For additional features, visit the drawdowns tool.
Volatility
FUSIX vs. FCTDX - Volatility Comparison
The current volatility for Strategic Advisers Fidelity International Fund (FUSIX) is 3.67%, while Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) has a volatility of 4.14%. This indicates that FUSIX experiences smaller price fluctuations and is considered to be less risky than FCTDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.