MICYX vs. FIQIX
Compare and contrast key facts about Victory Trivalent International Fund-Core Equity (MICYX) and Fidelity Advisor International Small Cap Fund Class Z (FIQIX).
MICYX is managed by Victory. It was launched on Aug 16, 2007. FIQIX is managed by Fidelity. It was launched on Oct 2, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MICYX or FIQIX.
Key characteristics
| MICYX | FIQIX | |
|---|---|---|
| YTD Return | 11.57% | 3.11% |
| 1Y Return | 22.38% | 15.81% |
| 3Y Return (Ann) | 3.15% | 0.36% |
| 5Y Return (Ann) | 6.19% | 6.34% |
| Sharpe Ratio | 1.86 | 1.43 |
| Sortino Ratio | 2.54 | 2.08 |
| Omega Ratio | 1.33 | 1.26 |
| Calmar Ratio | 1.93 | 1.18 |
| Martin Ratio | 10.94 | 6.92 |
| Ulcer Index | 2.14% | 2.34% |
| Daily Std Dev | 12.60% | 11.34% |
| Max Drawdown | -64.23% | -36.61% |
| Current Drawdown | -4.22% | -6.09% |
Correlation
The correlation between MICYX and FIQIX is 0.91, 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.
Performance
MICYX vs. FIQIX - Performance Comparison
In the year-to-date period, MICYX achieves a 11.57% return, which is significantly higher than FIQIX's 3.11% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MICYX vs. FIQIX - Expense Ratio Comparison
MICYX has a 0.70% expense ratio, which is lower than FIQIX's 0.89% expense ratio.
Risk-Adjusted Performance
MICYX vs. FIQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Trivalent International Fund-Core Equity (MICYX) and Fidelity Advisor International Small Cap Fund Class Z (FIQIX). 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
MICYX vs. FIQIX - Dividend Comparison
MICYX's dividend yield for the trailing twelve months is around 3.36%, more than FIQIX's 1.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MICYX Victory Trivalent International Fund-Core Equity | 3.36% | 3.75% | 2.63% | 3.67% | 1.45% | 1.13% | 2.33% | 1.97% | 2.20% | 1.92% | 1.35% | 2.50% |
FIQIX Fidelity Advisor International Small Cap Fund Class Z | 1.93% | 1.99% | 0.83% | 2.70% | 0.93% | 1.97% | 2.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MICYX vs. FIQIX - Drawdown Comparison
The maximum MICYX drawdown since its inception was -64.23%, which is greater than FIQIX's maximum drawdown of -36.61%. Use the drawdown chart below to compare losses from any high point for MICYX and FIQIX. For additional features, visit the drawdowns tool.
Volatility
MICYX vs. FIQIX - Volatility Comparison
Victory Trivalent International Fund-Core Equity (MICYX) has a higher volatility of 3.62% compared to Fidelity Advisor International Small Cap Fund Class Z (FIQIX) at 2.81%. This indicates that MICYX's price experiences larger fluctuations and is considered to be riskier than FIQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.