FUSIX vs. FINVX
FUSIX (Strategic Advisers Fidelity International Fund) and FINVX (Fidelity Series International Value Fund) are both mutual funds - FUSIX is a Foreign Large Blend Equities fund actively managed by Fidelity, while FINVX is a Foreign Large Cap Equities fund managed by Fidelity. Over the past 10 years, FUSIX returned 9.91%/yr vs 11.21%/yr for FINVX. Their correlation of 0.94 means they have usually moved in the same direction. FUSIX charges 0.54%/yr vs 0.01%/yr for FINVX.
Performance
FUSIX vs. FINVX - Performance Comparison
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Returns By Period
In the year-to-date period, FUSIX achieves a 12.09% return, which is significantly higher than FINVX's 11.28% return. Over the past 10 years, FUSIX has underperformed FINVX with an annualized return of 9.91%, while FINVX has yielded a comparatively higher 11.21% annualized return.
FUSIX
- 1D
- 2.73%
- 1M
- 1.16%
- 6M
- 5.90%
- YTD
- 12.09%
- 1Y
- 23.93%
- 3Y*
- 16.84%
- 5Y*
- 9.03%
- 10Y*
- 9.91%
- ALL TIME*
- 5.22%
FINVX
- 1D
- -0.52%
- 1M
- 2.00%
- 6M
- 5.02%
- YTD
- 11.28%
- 1Y
- 28.13%
- 3Y*
- 22.36%
- 5Y*
- 14.96%
- 10Y*
- 11.21%
- ALL TIME*
- 6.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FUSIX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | 12.09% | 31.20% | 5.62% | 18.15% | -17.74% | 12.47% | 13.24% | 25.60% | -14.52% | 27.73% |
FINVX Fidelity Series International Value Fund | 11.28% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Correlation
The correlation between FUSIX and FINVX is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2009 | 0.94 |
The correlation between FUSIX and FINVX shifts across timeframes, from 0.80 (1 year) to 0.94 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FUSIX vs. FINVX — Risk / Return Rank
FUSIX
FINVX
FUSIX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity International Fund (FUSIX) and Fidelity Series International Value Fund (FINVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FUSIX | FINVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.33 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.67 | -0.18 |
| Martin ratioReturn relative to average drawdown | 9.10 | 9.89 | -0.80 |
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Drawdowns
FUSIX vs. FINVX - Drawdown Comparison
The maximum FUSIX drawdown since its inception was -64.42%, which is greater than FINVX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for FUSIX and FINVX.
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Drawdown Indicators
| FUSIX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.42% | -42.48% | -21.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.77% | -10.38% | -0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -13.81% | -14.60% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -31.34% | -27.13% | -4.21% |
Max Drawdown (10Y)Largest decline over 10 years | -31.96% | -42.48% | +10.52% |
Current DrawdownCurrent decline from peak | -0.24% | -0.52% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -15.93% | -8.97% | -6.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 2.79% | +0.02% |
Volatility
FUSIX vs. FINVX - Volatility Comparison
Strategic Advisers Fidelity International Fund (FUSIX) has a higher volatility of 4.92% compared to Fidelity Series International Value Fund (FINVX) at 4.36%. This indicates that FUSIX's price experiences larger fluctuations and is considered to be riskier than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUSIX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.92% | 4.36% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 12.74% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.32% | 15.12% | +1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 16.69% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.08% | 17.74% | -1.66% |
FUSIX vs. FINVX - Expense Ratio Comparison
FUSIX has a 0.54% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Dividends
FUSIX vs. FINVX - Dividend Comparison
FUSIX's dividend yield for the trailing twelve months is around 4.44%, less than FINVX's 10.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 10.06% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
FUSIX Strategic Advisers Fidelity International Fund | 4.44% | 3.02% | 3.40% | 2.43% | 4.71% | 5.83% | 1.25% | 3.05% | 3.78% | 2.03% | 1.78% | 1.46% |
Frequently Asked Questions
FUSIX and FINVX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FUSIX has higher volatility (4.92%) compared to FINVX (4.36%). In terms of maximum drawdown, FUSIX dropped -64.42% vs FINVX's -42.48%.
FINVX currently has the higher Sharpe Ratio (1.83 vs 1.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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