POIIX vs. FHLFX
POIIX (Polen International Growth Fund) and FHLFX (Fidelity Series International Index Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 9.45%/yr for FHLFX. Their correlation of 0.82 means they have usually moved in the same direction. POIIX charges 1.03%/yr vs 0.01%/yr for FHLFX.
Performance
POIIX vs. FHLFX - Performance Comparison
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Returns By Period
In the year-to-date period, POIIX achieves a -4.84% return, which is significantly lower than FHLFX's 11.78% return.
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%
FHLFX
- 1D
- -0.71%
- 1M
- 1.26%
- 6M
- 5.76%
- YTD
- 11.78%
- 1Y
- 25.30%
- 3Y*
- 16.61%
- 5Y*
- 9.45%
- 10Y*
- —
- ALL TIME*
- 9.34%
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. FHLFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | -4.84% | -0.72% | -3.77% | 27.81% | -29.90% | 5.62% | 9.80% | 25.88% | -12.51% |
FHLFX Fidelity Series International Index Fund | 11.78% | 31.96% | 3.67% | 18.16% | -14.17% | 11.23% | 8.09% | 21.66% | -10.70% |
Correlation
The correlation between POIIX and FHLFX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Sep 4, 2018 | 0.82 |
The correlation between POIIX and FHLFX has been stable across timeframes, ranging from 0.76 to 0.82 - a consistent structural relationship.
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Return for Risk
POIIX vs. FHLFX — Risk / Return Rank
POIIX
FHLFX
POIIX vs. FHLFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Fidelity Series International Index Fund (FHLFX). 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 | FHLFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.07 | ||
| Sortino ratioReturn per unit of downside risk | -2.80 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.30 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 2.23 | -2.65 |
| Martin ratioReturn relative to average drawdown | -0.89 | 8.46 | -9.36 |
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Drawdowns
POIIX vs. FHLFX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, which is greater than FHLFX's maximum drawdown of -33.58%. Use the drawdown chart below to compare losses from any high point for POIIX and FHLFX.
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Drawdown Indicators
| POIIX | FHLFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -33.58% | -5.23% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -11.37% | -10.12% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -13.62% | -11.83% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -29.36% | -9.45% |
Current DrawdownCurrent decline from peak | -19.73% | -0.71% | -19.02% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -6.01% | -4.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 3.00% | +7.69% |
Volatility
POIIX vs. FHLFX - Volatility Comparison
Polen International Growth Fund (POIIX) has a higher volatility of 5.98% compared to Fidelity Series International Index Fund (FHLFX) at 4.47%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than FHLFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | FHLFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 4.47% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 13.25% | +3.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 15.52% | +5.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 16.11% | +4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 17.62% | +1.13% |
POIIX vs. FHLFX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is higher than FHLFX's 0.01% expense ratio.
Dividends
POIIX vs. FHLFX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than FHLFX's 3.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FHLFX Fidelity Series International Index Fund | 3.10% | 3.46% | 2.98% | 2.86% | 2.60% | 2.47% | 1.92% | 1.95% | 0.62% | 0.00% |
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% |
Frequently Asked Questions
POIIX and FHLFX have a correlation of 0.79, 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 FHLFX (4.47%). In terms of maximum drawdown, POIIX dropped -38.81% vs FHLFX's -33.58%.
FHLFX currently has the higher Sharpe Ratio (1.64 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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