POIIX vs. FAERX
POIIX (Polen International Growth Fund) and FAERX (Fidelity Advisor Overseas Fund Class M) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 2.30%/yr for FAERX. Their correlation of 0.82 means they have usually moved in the same direction. POIIX charges 1.03%/yr vs 1.65%/yr for FAERX.
Performance
POIIX vs. FAERX - Performance Comparison
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Returns By Period
POIIX
- 1D
- 3.44%
- 1M
- 0.41%
- 6M
- -6.00%
- YTD
- -4.84%
- 1Y
- -5.23%
- 3Y*
- -0.99%
- 5Y*
- -3.72%
- 10Y*
- —
- ALL TIME*
- 4.30%
FAERX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.00%
- YTD
- 0.00%
- 1Y
- -0.42%
- 3Y*
- 7.43%
- 5Y*
- 2.30%
- 10Y*
- 7.12%
- ALL TIME*
- 5.57%
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 |
POIIX vs. FAERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | -4.84% | -0.72% | -3.77% | 27.81% | -29.90% | 5.62% | 9.80% | 25.88% | -5.85% | 33.67% |
FAERX Fidelity Advisor Overseas Fund Class M | 0.00% | 14.70% | 4.40% | 19.78% | -24.77% | 18.63% | 14.43% | 27.14% | -15.25% | 29.37% |
Correlation
The correlation between POIIX and FAERX is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.82 |
Over the past year, the correlation between POIIX and FAERX has dropped to 0.40 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
POIIX vs. FAERX — Risk / Return Rank
POIIX
FAERX
POIIX vs. FAERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Fidelity Advisor Overseas Fund Class M (FAERX). 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.
| POIIX | FAERX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 0.93 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | -0.35 | -0.07 |
| Martin ratioReturn relative to average drawdown | -0.89 | -0.53 | -0.36 |
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Drawdowns
POIIX vs. FAERX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, smaller than the maximum FAERX drawdown of -60.14%. Use the drawdown chart below to compare losses from any high point for POIIX and FAERX.
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Drawdown Indicators
| POIIX | FAERX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -60.14% | +21.33% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -7.29% | -14.20% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -14.00% | -11.45% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -36.62% | -2.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.62% | — |
Current DrawdownCurrent decline from peak | -19.73% | -5.89% | -13.84% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -14.34% | +4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 4.51% | +6.18% |
Volatility
POIIX vs. FAERX - Volatility Comparison
Polen International Growth Fund (POIIX) has a higher volatility of 5.98% compared to Fidelity Advisor Overseas Fund Class M (FAERX) at 0.00%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than FAERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | FAERX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 0.00% | +5.98% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 0.00% | +17.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 7.69% | +13.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 16.66% | +3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 16.28% | +2.47% |
POIIX vs. FAERX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is lower than FAERX's 1.65% expense ratio.
Dividends
POIIX vs. FAERX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than FAERX's 7.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAERX Fidelity Advisor Overseas Fund Class M | 7.94% | 7.94% | 0.96% | 0.51% | 0.12% | 2.07% | 0.00% | 1.15% | 4.25% | 3.35% | 0.80% | 0.09% |
POIIX Polen International Growth Fund | 0.05% | 0.05% | 0.45% | 0.32% | 0.00% | 0.00% | 0.00% | 0.01% | 0.11% | 0.64% | 0.00% | 0.00% |
Frequently Asked Questions
POIIX and FAERX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POIIX has higher volatility (5.98%) compared to FAERX (0.00%). In terms of maximum drawdown, POIIX dropped -38.81% vs FAERX's -60.14%.
FAERX currently has the higher Sharpe Ratio (-0.33 vs -0.43), 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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