GIS vs. FHKCX
GIS (General Mills, Inc.) is a stock, while FHKCX (Fidelity China Region Fund) is China Equities fund managed by Fidelity. Over the past 10 years, GIS returned -2.63%/yr vs 15.22%/yr for FHKCX. At a 0.09 correlation, their price movements are largely independent.
Performance
GIS vs. FHKCX - Performance Comparison
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Returns By Period
In the year-to-date period, GIS achieves a -23.47% return, which is significantly lower than FHKCX's 33.90% return. Over the past 10 years, GIS has underperformed FHKCX with an annualized return of -2.63%, while FHKCX has yielded a comparatively higher 15.22% annualized return.
GIS
- 1D
- 2.04%
- 1M
- 2.68%
- YTD
- -23.47%
- 6M
- -23.78%
- 1Y
- -33.38%
- 3Y*
- -21.38%
- 5Y*
- -7.83%
- 10Y*
- -2.63%
FHKCX
- 1D
- 4.07%
- 1M
- -0.99%
- YTD
- 33.90%
- 6M
- 36.76%
- 1Y
- 69.00%
- 3Y*
- 31.30%
- 5Y*
- 8.13%
- 10Y*
- 15.22%
GIS vs. FHKCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GIS General Mills, Inc. | -23.47% | -23.75% | 1.45% | -19.97% | 28.09% | 18.53% | 13.60% | 43.13% | -31.57% | -0.65% |
FHKCX Fidelity China Region Fund | 33.90% | 42.56% | 23.15% | -0.29% | -23.87% | -13.69% | 47.85% | 35.12% | -17.43% | 51.94% |
Correlation
The correlation between GIS and FHKCX is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 1996 | 0.09 |
The correlation between GIS and FHKCX shifts across timeframes, from -0.17 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
GIS vs. FHKCX — Risk / Return Rank
GIS
FHKCX
GIS vs. FHKCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for General Mills, Inc. (GIS) and Fidelity China Region Fund (FHKCX). 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.
| GIS | FHKCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.48 | ||
| Sortino ratioReturn per unit of downside risk | -5.72 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.53 | -0.76 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | 6.43 | -7.34 |
| Martin ratioReturn relative to average drawdown | -1.86 | 19.26 | -21.12 |
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Drawdowns
GIS vs. FHKCX - Drawdown Comparison
The maximum GIS drawdown since its inception was -59.63%, roughly equal to the maximum FHKCX drawdown of -61.96%. Use the drawdown chart below to compare losses from any high point for GIS and FHKCX.
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Drawdown Indicators
| GIS | FHKCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.63% | -61.96% | +2.33% |
Max Drawdown (1Y)Largest decline over 1 year | -36.85% | -10.80% | -26.05% |
Max Drawdown (3Y)Largest decline over 3 years | -55.32% | -22.02% | -33.30% |
Max Drawdown (5Y)Largest decline over 5 years | -59.63% | -52.42% | -7.21% |
Max Drawdown (10Y)Largest decline over 10 years | -59.63% | -58.41% | -1.22% |
Current DrawdownCurrent decline from peak | -56.70% | -4.29% | -52.41% |
Average DrawdownAverage peak-to-trough decline | -10.28% | -20.25% | +9.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.06% | 3.60% | +15.46% |
Volatility
GIS vs. FHKCX - Volatility Comparison
The current volatility for General Mills, Inc. (GIS) is 6.25%, while Fidelity China Region Fund (FHKCX) has a volatility of 10.32%. This indicates that GIS experiences smaller price fluctuations and is considered to be less risky than FHKCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GIS | FHKCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 10.32% | -4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 18.81% | 18.40% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.96% | 22.56% | +1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.14% | 24.47% | -3.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 22.44% | -0.34% |
Dividends
GIS vs. FHKCX - Dividend Comparison
GIS's dividend yield for the trailing twelve months is around 7.07%, more than FHKCX's 1.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHKCX Fidelity China Region Fund | 1.31% | 1.75% | 1.39% | 1.92% | 1.05% | 10.77% | 4.85% | 0.66% | 0.83% | 0.39% | 1.35% | 15.47% |
GIS General Mills, Inc. | 7.07% | 5.20% | 3.73% | 3.47% | 2.50% | 3.03% | 3.37% | 3.66% | 5.03% | 3.27% | 3.01% | 3.00% |
Frequently Asked Questions
GIS and FHKCX have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FHKCX has higher volatility (10.32%) compared to GIS (6.25%). In terms of maximum drawdown, GIS dropped -59.63% vs FHKCX's -61.96%.
FHKCX currently has the higher Sharpe Ratio (3.08 vs -1.40), 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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