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QCSTIX vs. FIQOX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QCSTIX vs. FIQOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CREF Total Global Stock Account Class R3 (QCSTIX) and Fidelity Advisor Worldwide Fund Class Z (FIQOX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QCSTIX achieves a 12.58% return, which is significantly lower than FIQOX's 24.23% return.


QCSTIX

1D
-0.04%
1M
2.27%
YTD
12.58%
6M
11.90%
1Y
28.69%
3Y*
5Y*
10Y*

FIQOX

1D
0.35%
1M
6.11%
YTD
24.23%
6M
23.22%
1Y
42.77%
3Y*
31.96%
5Y*
16.04%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

QCSTIX vs. FIQOX - Yearly Performance Comparison


2026 (YTD)20252024
QCSTIX
CREF Total Global Stock Account Class R3
12.58%20.05%0.00%
FIQOX
Fidelity Advisor Worldwide Fund Class Z
24.23%16.27%-2.70%

Correlation

The correlation between QCSTIX and FIQOX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Dec 27, 2024

0.90

The correlation between QCSTIX and FIQOX has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.

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Return for Risk

QCSTIX vs. FIQOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QCSTIX
QCSTIX Risk / Return Rank: 6666
Overall Rank
QCSTIX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
QCSTIX Sortino Ratio Rank: 6161
Sortino Ratio Rank
QCSTIX Omega Ratio Rank: 6363
Omega Ratio Rank
QCSTIX Calmar Ratio Rank: 6767
Calmar Ratio Rank
QCSTIX Martin Ratio Rank: 7474
Martin Ratio Rank

FIQOX
FIQOX Risk / Return Rank: 7777
Overall Rank
FIQOX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
FIQOX Sortino Ratio Rank: 6666
Sortino Ratio Rank
FIQOX Omega Ratio Rank: 6969
Omega Ratio Rank
FIQOX Calmar Ratio Rank: 8484
Calmar Ratio Rank
FIQOX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QCSTIX vs. FIQOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CREF Total Global Stock Account Class R3 (QCSTIX) and Fidelity Advisor Worldwide Fund Class Z (FIQOX). 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.


QCSTIXFIQOXDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.09

Omega ratioGain probability vs. loss probability

1.40

1.42

-0.02

Calmar ratioReturn relative to maximum drawdown

3.02

3.75

-0.74

Martin ratioReturn relative to average drawdown

13.09

15.90

-2.81

QCSTIX vs. FIQOX - Sharpe Ratio Comparison

The current QCSTIX Sharpe Ratio is 2.20, which is comparable to the FIQOX Sharpe Ratio of 2.36. The chart below compares the historical Sharpe Ratios of QCSTIX and FIQOX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

QCSTIX vs. FIQOX - Drawdown Comparison

The maximum QCSTIX drawdown since its inception was -16.98%, smaller than the maximum FIQOX drawdown of -33.64%. Use the drawdown chart below to compare losses from any high point for QCSTIX and FIQOX.


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Drawdown Indicators


QCSTIXFIQOXDifference

Max Drawdown

Largest peak-to-trough decline

-16.98%

-33.64%

+16.66%

Max Drawdown (1Y)

Largest decline over 1 year

-9.95%

-11.74%

+1.79%

Max Drawdown (3Y)

Largest decline over 3 years

-22.59%

Max Drawdown (5Y)

Largest decline over 5 years

-33.64%

Current Drawdown

Current decline from peak

-0.15%

0.00%

-0.15%

Average Drawdown

Average peak-to-trough decline

-2.01%

-7.81%

+5.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.28%

2.76%

-0.48%

Volatility

QCSTIX vs. FIQOX - Volatility Comparison

The current volatility for CREF Total Global Stock Account Class R3 (QCSTIX) is 5.35%, while Fidelity Advisor Worldwide Fund Class Z (FIQOX) has a volatility of 7.74%. This indicates that QCSTIX experiences smaller price fluctuations and is considered to be less risky than FIQOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QCSTIXFIQOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.35%

7.74%

-2.39%

Volatility (6M)

Calculated over the trailing 6-month period

11.30%

15.12%

-3.82%

Volatility (1Y)

Calculated over the trailing 1-year period

13.68%

18.68%

-5.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.50%

20.26%

-4.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.50%

21.26%

-5.76%

Dividends

QCSTIX vs. FIQOX - Dividend Comparison

QCSTIX has not paid dividends to shareholders, while FIQOX's dividend yield for the trailing twelve months is around 9.34%.


PositionTTM20252024202320222021202020192018
FIQOX
Fidelity Advisor Worldwide Fund Class Z
9.34%11.60%26.02%1.10%6.51%12.99%8.23%5.09%9.32%
QCSTIX
CREF Total Global Stock Account Class R3
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.93, QCSTIX and FIQOX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

FIQOX has higher volatility (7.74%) compared to QCSTIX (5.35%). In terms of maximum drawdown, QCSTIX dropped -16.98% vs FIQOX's -33.64%.

FIQOX currently has the higher Sharpe Ratio (2.36 vs 2.20), 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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