SFGIX vs. FERGX
Compare and contrast key facts about Seafarer Overseas Growth and Income Fund (SFGIX) and Fidelity SAI Emerging Markets Index Fund (FERGX).
SFGIX is managed by Seafarer Funds. It was launched on Feb 14, 2012. FERGX is managed by Fidelity. It was launched on Jan 4, 2016.
Performance
SFGIX vs. FERGX - Performance Comparison
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SFGIX vs. FERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFGIX Seafarer Overseas Growth and Income Fund | 1.49% | 32.47% | -5.52% | 13.80% | -12.75% | -2.39% | 22.17% | 23.04% | -18.14% | 25.42% |
FERGX Fidelity SAI Emerging Markets Index Fund | 0.11% | 33.86% | 6.59% | 9.41% | -20.19% | -3.05% | 17.46% | 18.22% | -14.52% | 33.62% |
Returns By Period
In the year-to-date period, SFGIX achieves a 1.49% return, which is significantly higher than FERGX's 0.11% return.
SFGIX
- 1D
- -0.66%
- 1M
- -12.55%
- YTD
- 1.49%
- 6M
- 8.46%
- 1Y
- 29.83%
- 3Y*
- 11.60%
- 5Y*
- 3.62%
- 10Y*
- 6.65%
FERGX
- 1D
- -0.90%
- 1M
- -12.37%
- YTD
- 0.11%
- 6M
- 4.61%
- 1Y
- 28.95%
- 3Y*
- 14.47%
- 5Y*
- 3.29%
- 10Y*
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SFGIX vs. FERGX - Expense Ratio Comparison
SFGIX has a 1.00% expense ratio, which is higher than FERGX's 0.08% expense ratio.
Return for Risk
SFGIX vs. FERGX — Risk / Return Rank
SFGIX
FERGX
SFGIX vs. FERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Growth and Income Fund (SFGIX) and Fidelity SAI Emerging Markets Index Fund (FERGX). 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.
| SFGIX | FERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 1.62 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.45 | 2.15 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.32 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 2.01 | +0.09 |
Martin ratioReturn relative to average drawdown | 8.53 | 7.77 | +0.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SFGIX | FERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.62 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.20 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.41 | -0.03 |
Correlation
The correlation between SFGIX and FERGX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SFGIX vs. FERGX - Dividend Comparison
SFGIX's dividend yield for the trailing twelve months is around 3.34%, more than FERGX's 2.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFGIX Seafarer Overseas Growth and Income Fund | 3.34% | 3.39% | 3.28% | 1.70% | 1.90% | 8.82% | 2.24% | 2.49% | 8.74% | 2.95% | 0.93% | 1.30% |
FERGX Fidelity SAI Emerging Markets Index Fund | 2.67% | 2.67% | 2.40% | 2.67% | 2.51% | 2.90% | 1.49% | 2.49% | 2.58% | 0.58% | 0.00% | 0.00% |
Drawdowns
SFGIX vs. FERGX - Drawdown Comparison
The maximum SFGIX drawdown since its inception was -35.64%, smaller than the maximum FERGX drawdown of -39.27%. Use the drawdown chart below to compare losses from any high point for SFGIX and FERGX.
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Drawdown Indicators
| SFGIX | FERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.64% | -39.27% | +3.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -13.32% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -29.93% | -37.18% | +7.25% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | — | — |
Current DrawdownCurrent decline from peak | -12.86% | -13.32% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -14.56% | +4.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 3.45% | -0.28% |
Volatility
SFGIX vs. FERGX - Volatility Comparison
The current volatility for Seafarer Overseas Growth and Income Fund (SFGIX) is 7.89%, while Fidelity SAI Emerging Markets Index Fund (FERGX) has a volatility of 8.90%. This indicates that SFGIX experiences smaller price fluctuations and is considered to be less risky than FERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFGIX | FERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.89% | 8.90% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 13.34% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 17.70% | -3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.05% | 16.78% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.03% | 17.82% | -2.79% |