POIIX vs. FSGEX
POIIX (Polen International Growth Fund) and FSGEX (Fidelity Series Global ex U.S. Index Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 9.22%/yr for FSGEX. Their correlation of 0.83 means they have usually moved in the same direction. POIIX charges 1.03%/yr vs 0.01%/yr for FSGEX.
Performance
POIIX vs. FSGEX - 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 FSGEX's 13.72% 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%
FSGEX
- 1D
- 0.05%
- 1M
- 0.39%
- 6M
- 7.27%
- YTD
- 13.72%
- 1Y
- 29.19%
- 3Y*
- 17.74%
- 5Y*
- 9.22%
- 10Y*
- 9.58%
- ALL TIME*
- 6.76%
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. FSGEX - 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% |
FSGEX Fidelity Series Global ex U.S. Index Fund | 13.72% | 32.99% | 5.34% | 15.56% | -15.75% | 7.77% | 10.75% | 21.41% | -13.99% | 27.47% |
Correlation
The correlation between POIIX and FSGEX is 0.82, 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. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.83 |
The correlation between POIIX and FSGEX has been stable across timeframes, ranging from 0.77 to 0.83 - a consistent structural relationship.
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Return for Risk
POIIX vs. FSGEX — Risk / Return Rank
POIIX
FSGEX
POIIX vs. FSGEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Fidelity Series Global ex U.S. Index Fund (FSGEX). 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 | FSGEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.20 | ||
| Sortino ratioReturn per unit of downside risk | -2.89 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.33 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 2.57 | -2.99 |
| Martin ratioReturn relative to average drawdown | -0.89 | 9.54 | -10.43 |
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Drawdowns
POIIX vs. FSGEX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, which is greater than FSGEX's maximum drawdown of -34.74%. Use the drawdown chart below to compare losses from any high point for POIIX and FSGEX.
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Drawdown Indicators
| POIIX | FSGEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -34.74% | -4.07% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -11.24% | -10.25% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -13.34% | -12.11% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -29.44% | -9.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.74% | — |
Current DrawdownCurrent decline from peak | -19.73% | -2.25% | -17.48% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -8.39% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 3.03% | +7.66% |
Volatility
POIIX vs. FSGEX - Volatility Comparison
Polen International Growth Fund (POIIX) has a higher volatility of 5.98% compared to Fidelity Series Global ex U.S. Index Fund (FSGEX) at 5.22%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than FSGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | FSGEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 5.22% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 14.55% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 16.40% | +4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 15.73% | +4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 16.12% | +2.63% |
POIIX vs. FSGEX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is higher than FSGEX's 0.01% expense ratio.
Dividends
POIIX vs. FSGEX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than FSGEX's 2.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSGEX Fidelity Series Global ex U.S. Index Fund | 2.66% | 3.02% | 2.98% | 2.90% | 2.78% | 2.59% | 1.68% | 2.10% | 2.86% | 2.48% | 2.56% | 2.61% |
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 FSGEX have a correlation of 0.82, 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 FSGEX (5.22%). In terms of maximum drawdown, POIIX dropped -38.81% vs FSGEX's -34.74%.
FSGEX currently has the higher Sharpe Ratio (1.77 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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