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VEUAX vs. FIEUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VEUAX vs. FIEUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Europe Dynamic Fund (VEUAX) and Fidelity Europe Fund (FIEUX). The values are adjusted to include any dividend payments, if applicable.

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VEUAX vs. FIEUX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VEUAX
JPMorgan Europe Dynamic Fund
-3.96%41.51%3.48%18.19%-15.39%17.68%8.45%21.51%-18.69%22.26%
FIEUX
Fidelity Europe Fund
-6.11%37.53%4.21%13.68%-20.62%6.63%18.29%24.43%-17.22%29.16%

Returns By Period

In the year-to-date period, VEUAX achieves a -3.96% return, which is significantly higher than FIEUX's -6.11% return. Over the past 10 years, VEUAX has outperformed FIEUX with an annualized return of 8.28%, while FIEUX has yielded a comparatively lower 7.02% annualized return.


VEUAX

1D
0.28%
1M
-11.21%
YTD
-3.96%
6M
2.31%
1Y
19.43%
3Y*
14.85%
5Y*
9.18%
10Y*
8.28%

FIEUX

1D
0.27%
1M
-10.92%
YTD
-6.11%
6M
-2.95%
1Y
16.25%
3Y*
12.20%
5Y*
4.59%
10Y*
7.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VEUAX vs. FIEUX - Expense Ratio Comparison

VEUAX has a 1.25% expense ratio, which is higher than FIEUX's 1.06% expense ratio.


Return for Risk

VEUAX vs. FIEUX — Risk / Return Rank

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

VEUAX
VEUAX Risk / Return Rank: 5858
Overall Rank
VEUAX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
VEUAX Sortino Ratio Rank: 5656
Sortino Ratio Rank
VEUAX Omega Ratio Rank: 5353
Omega Ratio Rank
VEUAX Calmar Ratio Rank: 6363
Calmar Ratio Rank
VEUAX Martin Ratio Rank: 6060
Martin Ratio Rank

FIEUX
FIEUX Risk / Return Rank: 4343
Overall Rank
FIEUX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
FIEUX Sortino Ratio Rank: 4141
Sortino Ratio Rank
FIEUX Omega Ratio Rank: 3939
Omega Ratio Rank
FIEUX Calmar Ratio Rank: 4747
Calmar Ratio Rank
FIEUX Martin Ratio Rank: 4343
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.

VEUAX vs. FIEUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Europe Dynamic Fund (VEUAX) and Fidelity Europe Fund (FIEUX). 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.


VEUAXFIEUXDifference

Sharpe ratio

Return per unit of total volatility

1.06

0.86

+0.21

Sortino ratio

Return per unit of downside risk

1.49

1.24

+0.25

Omega ratio

Gain probability vs. loss probability

1.21

1.17

+0.04

Calmar ratio

Return relative to maximum drawdown

1.46

1.16

+0.30

Martin ratio

Return relative to average drawdown

5.71

4.43

+1.29

VEUAX vs. FIEUX - Sharpe Ratio Comparison

The current VEUAX Sharpe Ratio is 1.06, which is comparable to the FIEUX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of VEUAX and FIEUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VEUAXFIEUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

0.86

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.27

+0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.40

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.43

0.00

Correlation

The correlation between VEUAX and FIEUX is 0.89, 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

VEUAX vs. FIEUX - Dividend Comparison

VEUAX's dividend yield for the trailing twelve months is around 3.59%, more than FIEUX's 2.38% yield.


TTM20252024202320222021202020192018201720162015
VEUAX
JPMorgan Europe Dynamic Fund
3.59%3.45%3.81%3.02%0.77%2.03%1.01%2.82%2.60%1.38%1.93%1.25%
FIEUX
Fidelity Europe Fund
2.38%2.23%3.28%1.62%0.00%16.10%1.15%7.42%11.93%2.52%1.51%0.43%

Drawdowns

VEUAX vs. FIEUX - Drawdown Comparison

The maximum VEUAX drawdown since its inception was -63.73%, which is greater than FIEUX's maximum drawdown of -59.96%. Use the drawdown chart below to compare losses from any high point for VEUAX and FIEUX.


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Drawdown Indicators


VEUAXFIEUXDifference

Max Drawdown

Largest peak-to-trough decline

-63.73%

-59.96%

-3.77%

Max Drawdown (1Y)

Largest decline over 1 year

-12.07%

-12.38%

+0.31%

Max Drawdown (5Y)

Largest decline over 5 years

-30.94%

-38.04%

+7.10%

Max Drawdown (10Y)

Largest decline over 10 years

-44.64%

-38.04%

-6.60%

Current Drawdown

Current decline from peak

-11.76%

-11.87%

+0.11%

Average Drawdown

Average peak-to-trough decline

-15.51%

-14.09%

-1.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.08%

3.23%

-0.15%

Volatility

VEUAX vs. FIEUX - Volatility Comparison

The current volatility for JPMorgan Europe Dynamic Fund (VEUAX) is 7.17%, while Fidelity Europe Fund (FIEUX) has a volatility of 7.64%. This indicates that VEUAX experiences smaller price fluctuations and is considered to be less risky than FIEUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VEUAXFIEUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.17%

7.64%

-0.47%

Volatility (6M)

Calculated over the trailing 6-month period

11.10%

11.63%

-0.53%

Volatility (1Y)

Calculated over the trailing 1-year period

17.23%

17.52%

-0.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.37%

16.96%

+0.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.70%

17.76%

+0.94%