IUESX vs. FSPSX

In the year-to-date period, IUESX achieves a 13.97% return, which is significantly lower than FSPSX's 17.35% return. Over the past 10 years, IUESX has underperformed FSPSX with an annualized return of 5.73%, while FSPSX has yielded a comparatively higher 6.13% annualized return.

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IUESX has a 0.75% expense ratio, which is higher than FSPSX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Focus Fund (IUESX) and Fidelity International Index Fund (FSPSX). 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.

The current IUESX Sharpe Ratio is 0.66, which is comparable to the FSPSX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of IUESX and FSPSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IUESX's dividend yield for the trailing twelve months is around 2.72%, more than FSPSX's 2.47% yield.

The maximum IUESX drawdown since its inception was -33.58%, roughly equal to the maximum FSPSX drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for IUESX and FSPSX.

The current volatility for JPMorgan International Focus Fund (IUESX) is 2.91%, while Fidelity International Index Fund (FSPSX) has a volatility of 3.28%. This indicates that IUESX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.