FOSKX: FIDELITY OVERSEAS FUND CLASS K (MUTUAL FUND)
Basic Info 72.54 1.19(1.61%) June 13
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 1.75% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/13/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/22/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 16.6 | 12.8 | 15.8 | 10.5 | 7.6 | 9.2 | 4.9 | 5.3 | 20.7 | -24.7 | 19.4 | 15.6 | 28.6 | -14.6 | 29.8 | -1.2 | 8.4 | -3.5 | 27.0 | 25.3 | -15.8 | 6.8 | 25.5 | -44.3 |
| Sharpe Ratio | NA | 1.78 | 0.54 | 0.73 | 0.49 | 0.36 | NA | 0.19 | 0.12 | 1.28 | -1.04 | 1.47 | 0.54 | 2.56 | -1.17 | 4.18 | -0.08 | 0.6 | -0.33 | 2.33 | 1.55 | -0.52 | 0.3 | 0.88 | -1.22 |
| Draw Down(%) | NA | 13.9 | 13.9 | 19.0 | 36.5 | 36.5 | NA | 58.7 | 9.7 | 13.2 | 35.8 | 7.6 | 32.5 | 6.6 | 22.5 | 2.4 | 12.7 | 12.8 | 13.8 | 8.3 | 14.4 | 30.3 | 19.9 | 27.6 | 55.2 |
| Standard Deviation(%) | NA | 21.2 | 17.7 | 17.2 | 17.3 | 17.1 | NA | 20.8 | 13.4 | 13.4 | 25.1 | 13.2 | 28.6 | 10.6 | 13.8 | 7.0 | 16.8 | 13.9 | 10.7 | 11.6 | 16.4 | 30.5 | 22.4 | 29.0 | 51.0 |
| Treynor Ratio | NA | 0.34 | 0.09 | 0.12 | 0.08 | 0.07 | NA | 0.04 | 0.02 | 0.18 | -0.23 | 0.2 | 0.21 | 0.29 | -0.16 | 0.35 | -0.02 | 0.1 | -0.04 | 0.31 | 0.27 | -0.14 | 0.06 | 0.26 | -0.62 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.01 | 0.01 | NA | 0.0 | 0.0 | 0.01 | -0.05 | 0.03 | 0.04 | 0.03 | 0.0 | 0.03 | -0.02 | 0.04 | 0.0 | 0.03 | 0.03 | -0.01 | -0.01 | -0.01 | -0.03 |
| Beta | NA | 1.1 | 1.05 | 1.04 | 1.04 | 0.92 | NA | 0.98 | 0.99 | 0.97 | 1.12 | 0.95 | 0.73 | 0.93 | 0.99 | 0.85 | 0.92 | 0.87 | 0.89 | 0.86 | 0.95 | 1.1 | 1.04 | 0.99 | 1.0 |
| RSquared | NA | 0.94 | 0.9 | 0.9 | 0.89 | 0.77 | NA | 0.88 | 0.84 | 0.88 | 0.92 | 0.84 | 0.48 | 0.87 | 0.93 | 0.81 | 0.94 | 0.94 | 0.87 | 0.89 | 0.92 | 0.96 | 0.96 | 0.97 | 0.95 |
| Yield(%) | N/A | 0.0 | 1.7 | 1.6 | 2.4 | 2.6 | 3.6 | N/A | 1.9 | 1.3 | 0.7 | 5.3 | 0.7 | 1.8 | 4.9 | 1.5 | 2.1 | 1.3 | 1.8 | 2.3 | 3.1 | 2.9 | 1.8 | 2.1 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | 67.9 | -46.7 | 12.6 | N/A | N/A | N/A | 67.9 | 53.2 | -85.8 | 747.6 | -50.3 | -69.9 | 310.8 | -26.7 | 72.5 | -34.0 | -3.9 | -9.6 | -11.3 | 69.6 | 2.0 | 28.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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