TEMFX vs. FAOSX
TEMFX (Templeton Foreign Fund Class A) and FAOSX (Fidelity Advisor Overseas Fund Class Z) are both Foreign Large Cap Equities funds. Over the past 5 years, TEMFX returned 9.44%/yr vs 2.60%/yr for FAOSX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. TEMFX charges 1.10%/yr vs 1.02%/yr for FAOSX.
Performance
TEMFX vs. FAOSX - Performance Comparison
Loading charts...
Returns By Period
TEMFX
- 1D
- 0.00%
- 1M
- 1.53%
- 6M
- 4.63%
- YTD
- 12.14%
- 1Y
- 23.12%
- 3Y*
- 13.47%
- 5Y*
- 9.44%
- 10Y*
- 7.19%
- ALL TIME*
- 8.04%
FAOSX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.00%
- YTD
- 0.00%
- 1Y
- -1.76%
- 3Y*
- 9.01%
- 5Y*
- 2.60%
- 10Y*
- —
- ALL TIME*
- 8.09%
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 |
TEMFX vs. FAOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEMFX Templeton Foreign Fund Class A | 12.14% | 28.45% | -2.47% | 19.93% | -3.58% | 5.05% | -0.49% | 12.46% | -15.02% | 12.57% |
FAOSX Fidelity Advisor Overseas Fund Class Z | 0.00% | 15.36% | 5.06% | 20.52% | -24.31% | 19.42% | 15.17% | 27.96% | -14.73% | 26.25% |
Correlation
The correlation between TEMFX and FAOSX is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.77 |
Over the past year, the correlation between TEMFX and FAOSX has dropped to 0.41 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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
TEMFX vs. FAOSX — Risk / Return Rank
TEMFX
FAOSX
TEMFX vs. FAOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Foreign Fund Class A (TEMFX) and Fidelity Advisor Overseas Fund Class Z (FAOSX). 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.
| TEMFX | FAOSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.55 | ||
| Sortino ratioReturn per unit of downside risk | +2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.00 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.00 | -0.04 | +2.04 |
| Martin ratioReturn relative to average drawdown | 7.05 | -0.06 | +7.11 |
Loading charts...
Drawdowns
TEMFX vs. FAOSX - Drawdown Comparison
The maximum TEMFX drawdown since its inception was -59.62%, which is greater than FAOSX's maximum drawdown of -36.24%. Use the drawdown chart below to compare losses from any high point for TEMFX and FAOSX.
Loading charts...
Drawdown Indicators
| TEMFX | FAOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -36.24% | -23.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -7.26% | -4.87% |
Max Drawdown (3Y)Largest decline over 3 years | -17.90% | -13.96% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -27.33% | -36.24% | +8.91% |
Max Drawdown (10Y)Largest decline over 10 years | -42.56% | — | — |
Current DrawdownCurrent decline from peak | -0.09% | -5.86% | +5.77% |
Average DrawdownAverage peak-to-trough decline | -9.35% | -7.90% | -1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 4.51% | -1.08% |
Volatility
TEMFX vs. FAOSX - Volatility Comparison
Templeton Foreign Fund Class A (TEMFX) has a higher volatility of 4.15% compared to Fidelity Advisor Overseas Fund Class Z (FAOSX) at 0.00%. This indicates that TEMFX's price experiences larger fluctuations and is considered to be riskier than FAOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TEMFX | FAOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 0.00% | +4.15% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 0.00% | +13.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.04% | 7.53% | +8.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.20% | 16.65% | +1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 16.56% | +0.42% |
TEMFX vs. FAOSX - Expense Ratio Comparison
TEMFX has a 1.10% expense ratio, which is higher than FAOSX's 1.02% expense ratio.
Dividends
TEMFX vs. FAOSX - Dividend Comparison
TEMFX's dividend yield for the trailing twelve months is around 3.30%, less than FAOSX's 8.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAOSX Fidelity Advisor Overseas Fund Class Z | 8.67% | 8.67% | 1.80% | 1.12% | 0.85% | 2.07% | 0.00% | 1.70% | 5.30% | 3.93% | 0.00% | 0.00% |
TEMFX Templeton Foreign Fund Class A | 3.30% | 3.71% | 2.35% | 2.43% | 1.19% | 4.10% | 1.32% | 3.31% | 2.65% | 1.39% | 1.88% | 0.05% |
Frequently Asked Questions
TEMFX and FAOSX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TEMFX has higher volatility (4.15%) compared to FAOSX (0.00%). In terms of maximum drawdown, TEMFX dropped -59.62% vs FAOSX's -36.24%.
TEMFX currently has the higher Sharpe Ratio (1.51 vs -0.04), 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 TEMFX and FAOSX
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