HFEL.L vs. FCSS.L
Compare and contrast key facts about Henderson Far East Income Ltd (HFEL.L) and Fidelity China Special Situations plc (FCSS.L).
Performance
HFEL.L vs. FCSS.L - Performance Comparison
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HFEL.L vs. FCSS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HFEL.L Henderson Far East Income Ltd | 7.21% | 16.31% | 19.07% | -13.15% | 0.88% | -2.77% | -4.06% | 12.75% | -3.42% | 16.89% |
FCSS.L Fidelity China Special Situations plc | -6.14% | 40.12% | 8.61% | -9.30% | -21.25% | -17.53% | 68.64% | 24.10% | -18.81% | 39.79% |
Fundamentals
HFEL.L:
£430.77M
FCSS.L:
£1.39B
HFEL.L:
£0.49
FCSS.L:
£2.47
HFEL.L:
5.10
FCSS.L:
1.15
HFEL.L:
0.08
FCSS.L:
0.00
HFEL.L:
4.14
FCSS.L:
1.86
HFEL.L:
1.06
FCSS.L:
0.80
HFEL.L:
£103.96M
FCSS.L:
£747.29M
HFEL.L:
£97.69M
FCSS.L:
£142.40M
HFEL.L:
£95.79M
FCSS.L:
£714.49M
Returns By Period
In the year-to-date period, HFEL.L achieves a 7.21% return, which is significantly higher than FCSS.L's -6.14% return. Over the past 10 years, HFEL.L has underperformed FCSS.L with an annualized return of 7.09%, while FCSS.L has yielded a comparatively higher 9.76% annualized return.
HFEL.L
- 1D
- 1.01%
- 1M
- -5.65%
- YTD
- 7.21%
- 6M
- 9.24%
- 1Y
- 28.40%
- 3Y*
- 9.88%
- 5Y*
- 4.41%
- 10Y*
- 7.09%
FCSS.L
- 1D
- 1.07%
- 1M
- -9.00%
- YTD
- -6.14%
- 6M
- -13.59%
- 1Y
- 9.85%
- 3Y*
- 7.90%
- 5Y*
- -5.68%
- 10Y*
- 9.76%
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Return for Risk
HFEL.L vs. FCSS.L — Risk / Return Rank
HFEL.L
FCSS.L
HFEL.L vs. FCSS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Henderson Far East Income Ltd (HFEL.L) and Fidelity China Special Situations plc (FCSS.L). 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.
| HFEL.L | FCSS.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 0.40 | +1.25 |
Sortino ratioReturn per unit of downside risk | 2.19 | 0.67 | +1.52 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.10 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 0.66 | +2.11 |
Martin ratioReturn relative to average drawdown | 9.42 | 1.87 | +7.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HFEL.L | FCSS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 0.40 | +1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | -0.20 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.37 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.33 | — |
Correlation
The correlation between HFEL.L and FCSS.L is 0.48, 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.
Dividends
HFEL.L vs. FCSS.L - Dividend Comparison
HFEL.L's dividend yield for the trailing twelve months is around 9.96%, more than FCSS.L's 3.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFEL.L Henderson Far East Income Ltd | 9.96% | 10.40% | 10.72% | 11.26% | 8.71% | 7.93% | 7.04% | 6.13% | 6.26% | 5.49% | 5.83% | 6.61% |
FCSS.L Fidelity China Special Situations plc | 3.18% | 2.99% | 2.87% | 2.96% | 2.29% | 1.50% | 1.11% | 1.67% | 1.86% | 1.06% | 1.06% | 0.91% |
Drawdowns
HFEL.L vs. FCSS.L - Drawdown Comparison
The maximum HFEL.L drawdown since its inception was -60,394.88%, which is greater than FCSS.L's maximum drawdown of -62.98%. Use the drawdown chart below to compare losses from any high point for HFEL.L and FCSS.L.
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Drawdown Indicators
| HFEL.L | FCSS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60,394.88% | -62.98% | -60,331.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.06% | -18.94% | +6.88% |
Max Drawdown (5Y)Largest decline over 5 years | -26.99% | -57.76% | +30.77% |
Max Drawdown (10Y)Largest decline over 10 years | -33.94% | -62.98% | +29.04% |
Current DrawdownCurrent decline from peak | -55,833.83% | -35.54% | -55,798.29% |
Average DrawdownAverage peak-to-trough decline | -13,549.26% | -24.84% | -13,524.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 5.94% | -2.89% |
Volatility
HFEL.L vs. FCSS.L - Volatility Comparison
The current volatility for Henderson Far East Income Ltd (HFEL.L) is 5.56%, while Fidelity China Special Situations plc (FCSS.L) has a volatility of 7.35%. This indicates that HFEL.L experiences smaller price fluctuations and is considered to be less risky than FCSS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HFEL.L | FCSS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 7.35% | -1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 15.94% | -3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.15% | 24.29% | -7.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.04% | 28.06% | -13.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.89% | 25.97% | -8.08% |
Financials
HFEL.L vs. FCSS.L - Financials Comparison
This section allows you to compare key financial metrics between Henderson Far East Income Ltd and Fidelity China Special Situations plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
HFEL.L vs. FCSS.L - Profitability Comparison
HFEL.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Henderson Far East Income Ltd reported a gross profit of 40.41M and revenue of 42.48M. Therefore, the gross margin over that period was 95.1%.
FCSS.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fidelity China Special Situations plc reported a gross profit of 0.00 and revenue of 415.05M. Therefore, the gross margin over that period was 0.0%.
HFEL.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Henderson Far East Income Ltd reported an operating income of 40.25M and revenue of 42.48M, resulting in an operating margin of 94.8%.
FCSS.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fidelity China Special Situations plc reported an operating income of 407.32M and revenue of 415.05M, resulting in an operating margin of 98.1%.
HFEL.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Henderson Far East Income Ltd reported a net income of 37.02M and revenue of 42.48M, resulting in a net margin of 87.2%.
FCSS.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fidelity China Special Situations plc reported a net income of 397.63M and revenue of 415.05M, resulting in a net margin of 95.8%.