FDIKX: FIDELITY DIVERSIFIED INTERNATIONAL FUND CLASS K (MUTUAL FUND)
Basic Info 44.42 0.16(0.36%) March 27
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (72%) |
Start Date: | 05/22/2008 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 4.50% |
Expenses | 0.99% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/22/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 8.4 | 20.9 | 3.5 | 9.0 | 6.1 | 9.1 | 4.0 | 17.8 | -23.8 | 12.9 | 19.1 | 29.8 | -15.2 | 26.8 | -3.6 | 3.2 | -3.0 | 25.3 | 19.6 | -13.6 | 9.9 | 32.1 | -44.2 |
Sharpe Ratio | NA | 3.33 | 1.5 | 0.05 | 0.39 | 0.31 | NA | 0.16 | 1.09 | -1.09 | 0.98 | 0.65 | 2.66 | -1.17 | 3.79 | -0.23 | 0.23 | -0.28 | 2.18 | 1.33 | -0.53 | 0.47 | 1.14 | -1.24 |
Draw Down(%) | NA | 2.7 | 12.4 | 35.5 | 35.5 | 35.5 | NA | 57.5 | 12.4 | 34.3 | 7.7 | 31.6 | 6.1 | 23.7 | 2.3 | 13.4 | 14.5 | 12.5 | 9.3 | 14.0 | 26.9 | 17.9 | 25.1 | 55.8 |
Standard Deviation(%) | NA | 11.2 | 11.5 | 16.8 | 19.0 | 16.3 | NA | 20.2 | 12.5 | 23.1 | 13.1 | 28.7 | 10.7 | 14.1 | 6.9 | 16.9 | 14.1 | 10.9 | 11.6 | 14.8 | 25.9 | 20.7 | 28.1 | 50.1 |
Treynor Ratio | NA | 0.36 | 0.19 | 0.01 | 0.08 | 0.05 | NA | 0.03 | 0.15 | -0.24 | 0.14 | 0.21 | 0.3 | -0.16 | 0.3 | -0.04 | 0.04 | -0.03 | 0.29 | 0.23 | -0.15 | 0.1 | 0.33 | -0.63 |
Alpha | NA | 0.05 | 0.01 | -0.01 | 0.01 | 0.0 | NA | 0.0 | 0.0 | -0.05 | 0.0 | 0.04 | 0.03 | 0.0 | 0.02 | -0.03 | 0.02 | 0.01 | 0.02 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 |
Beta | NA | 1.03 | 0.93 | 1.01 | 0.96 | 0.95 | NA | 0.96 | 0.94 | 1.05 | 0.95 | 0.91 | 0.96 | 1.03 | 0.87 | 0.93 | 0.89 | 0.92 | 0.88 | 0.87 | 0.94 | 0.97 | 0.97 | 0.99 |
RSquared | NA | 0.91 | 0.93 | 0.93 | 0.93 | 0.93 | NA | 0.95 | 0.94 | 0.95 | 0.85 | 0.95 | 0.91 | 0.95 | 0.86 | 0.94 | 0.93 | 0.9 | 0.92 | 0.95 | 0.98 | 0.98 | 0.98 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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