POIIX vs. FIGSX
POIIX (Polen International Growth Fund) and FIGSX (Fidelity Series International Growth Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 5.66%/yr for FIGSX. Their correlation of 0.88 means they have usually moved in the same direction. POIIX charges 1.03%/yr vs 0.01%/yr for FIGSX.
Performance
POIIX vs. FIGSX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, POIIX achieves a -4.84% return, which is significantly lower than FIGSX's 8.01% 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%
FIGSX
- 1D
- 0.00%
- 1M
- -2.55%
- 6M
- 1.52%
- YTD
- 8.01%
- 1Y
- 15.72%
- 3Y*
- 12.79%
- 5Y*
- 5.66%
- 10Y*
- 10.11%
- ALL TIME*
- 8.75%
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. FIGSX - 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% |
FIGSX Fidelity Series International Growth Fund | 8.01% | 19.12% | 5.93% | 21.74% | -22.87% | 16.61% | 18.52% | 35.59% | -10.97% | 30.21% |
Correlation
The correlation between POIIX and FIGSX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.88 |
The correlation between POIIX and FIGSX has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
POIIX vs. FIGSX — Risk / Return Rank
POIIX
FIGSX
POIIX vs. FIGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Fidelity Series International Growth Fund (FIGSX). 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 | FIGSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.66 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.14 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 1.10 | -1.52 |
| Martin ratioReturn relative to average drawdown | -0.89 | 3.77 | -4.66 |
Loading charts...
Drawdowns
POIIX vs. FIGSX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, which is greater than FIGSX's maximum drawdown of -34.47%. Use the drawdown chart below to compare losses from any high point for POIIX and FIGSX.
Loading charts...
Drawdown Indicators
| POIIX | FIGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -34.47% | -4.34% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -13.89% | -7.60% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -16.29% | -9.16% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -34.47% | -4.34% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.47% | — |
Current DrawdownCurrent decline from peak | -19.73% | -4.75% | -14.98% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -6.43% | -3.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 4.05% | +6.64% |
Volatility
POIIX vs. FIGSX - Volatility Comparison
The current volatility for Polen International Growth Fund (POIIX) is 5.98%, while Fidelity Series International Growth Fund (FIGSX) has a volatility of 6.63%. This indicates that POIIX experiences smaller price fluctuations and is considered to be less risky than FIGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| POIIX | FIGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 6.63% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 18.37% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 20.65% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 18.56% | +1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 17.91% | +0.84% |
POIIX vs. FIGSX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is higher than FIGSX's 0.01% expense ratio.
Dividends
POIIX vs. FIGSX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than FIGSX's 8.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | 8.03% | 8.67% | 4.29% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 3.54% |
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 FIGSX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIGSX has higher volatility (6.63%) compared to POIIX (5.98%). In terms of maximum drawdown, POIIX dropped -38.81% vs FIGSX's -34.47%.
FIGSX currently has the higher Sharpe Ratio (0.74 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.
Find the right allocation for POIIX and FIGSX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer