FIDKX: FIDELITY INTERNATIONAL DISCOVERY FUND CLASS K (MUTUAL FUND)
Basic Info 46.56 0.35(0.75%) April 19
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (72%) |
Start Date: | 05/22/2008 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 2.07% |
Expenses | 0.99% |
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Performance Analytics (As of 04/19/2024)
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(%) | -2.2 | 5.3 | 10.3 | -2.2 | 6.4 | 5.2 | 8.1 | 3.6 | 14.3 | -24.7 | 11.2 | 21.5 | 27.6 | -17.0 | 31.9 | -5.6 | 4.9 | -5.5 | 25.1 | 22.2 | -15.1 | 11.3 | 30.4 | -41.8 |
Sharpe Ratio | NA | 2.22 | 0.83 | -0.18 | 0.28 | 0.27 | NA | 0.15 | 0.81 | -1.2 | 0.79 | 0.73 | 2.49 | -1.34 | 4.3 | -0.35 | 0.35 | -0.49 | 2.1 | 1.44 | -0.56 | 0.52 | 1.06 | -1.24 |
Draw Down(%) | NA | 3.0 | 13.2 | 36.5 | 36.5 | 36.5 | NA | 56.3 | 13.2 | 34.4 | 7.6 | 32.2 | 6.4 | 24.9 | 2.2 | 14.2 | 12.8 | 13.4 | 10.2 | 13.8 | 27.0 | 18.1 | 26.0 | 53.0 |
Standard Deviation(%) | NA | 11.9 | 12.1 | 16.5 | 19.0 | 16.2 | NA | 20.2 | 12.6 | 21.9 | 14.2 | 29.0 | 10.6 | 13.7 | 7.3 | 16.8 | 13.9 | 11.3 | 12.0 | 15.5 | 27.0 | 21.5 | 28.5 | 48.0 |
Treynor Ratio | NA | 0.25 | 0.1 | -0.03 | 0.06 | 0.05 | NA | 0.03 | 0.11 | -0.26 | 0.11 | 0.23 | 0.28 | -0.18 | 0.34 | -0.06 | 0.06 | -0.06 | 0.28 | 0.25 | -0.15 | 0.11 | 0.31 | -0.63 |
Alpha | NA | 0.06 | 0.01 | -0.02 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.06 | -0.01 | 0.05 | 0.02 | -0.01 | 0.03 | -0.03 | 0.03 | 0.0 | 0.02 | 0.02 | -0.01 | 0.01 | 0.0 | -0.02 |
Beta | NA | 1.03 | 0.95 | 0.99 | 0.96 | 0.95 | NA | 0.96 | 0.93 | 1.0 | 1.06 | 0.93 | 0.93 | 0.99 | 0.91 | 0.93 | 0.88 | 0.94 | 0.89 | 0.9 | 0.98 | 1.0 | 0.98 | 0.95 |
RSquared | NA | 0.86 | 0.9 | 0.94 | 0.94 | 0.94 | NA | 0.95 | 0.93 | 0.96 | 0.9 | 0.96 | 0.88 | 0.95 | 0.86 | 0.94 | 0.94 | 0.87 | 0.9 | 0.93 | 0.97 | 0.97 | 0.97 | 0.96 |
Yield(%) | N/A | 0.0 | 2.1 | 4.1 | 4.9 | 3.9 | 5.9 | N/A | 2.2 | 0.3 | 11.3 | 4.4 | 3.0 | 3.2 | 6.6 | 1.8 | 1.2 | 0.8 | 2.5 | 2.3 | 1.4 | 2.3 | 1.9 | 1.0 |
Dividend Growth(%) | N/A | -100.0 | 394.4 | 55.4 | 90.8 | N/A | N/A | N/A | 394.4 | -97.0 | 200.0 | 81.8 | -24.1 | -39.3 | 236.6 | 51.1 | 51.6 | -63.1 | 31.2 | 36.2 | -34.7 | 60.0 | 7.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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