Find A Portfolio/Ticker
Comparison Box
FAEAX: Fidelity Advisor Europe Cap Apprec A (MUTUAL FUND)
Basic Info
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/22/2000 |
Last Dividend Date: | 12/06/2013 |
12-Mo. Yield | 0.94% |
Expenses | 1.45% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/21/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/22/2000 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | 18.8 | 7.3 | 16.3 | 6.6 | 5.1 | -1.3 | 24.9 | 25.0 | -17.3 | 8.0 | 32.1 | -47.8 | 14.2 | 34.3 | 15.8 | 15.9 | 35.9 | -16.1 | -15.8 | 3.0 |
Sharpe Ratio | NA | 1.48 | 0.33 | 0.68 | 0.23 | 0.18 | -0.41 | 2.01 | 1.34 | -0.55 | 0.31 | 0.99 | -1.12 | 0.67 | 2.13 | 1.25 | 1.08 | 2.41 | -0.94 | -1.11 | 179.06 |
Draw Down(%) | NA | 8.4 | 32.6 | 32.6 | 63.0 | 63.0 | 6.2 | 8.4 | 17.2 | 32.6 | 22.0 | 27.3 | 58.7 | 13.9 | 17.8 | 9.7 | 16.5 | 18.4 | 28.5 | 30.3 | 0.0 |
Standard Deviation(%) | NA | 12.7 | 22.1 | 23.8 | 24.3 | 22.7 | 14.5 | 12.4 | 18.8 | 31.7 | 25.5 | 32.4 | 43.6 | 16.9 | 14.6 | 10.9 | 13.8 | 14.6 | 18.4 | 16.6 | 2.9 |
Treynor Ratio | NA | 0.22 | 0.08 | 0.17 | 0.06 | 0.05 | -0.07 | 0.29 | 0.27 | -0.18 | 0.08 | 0.33 | -0.51 | 0.14 | 0.35 | 0.16 | 0.18 | 0.47 | -0.3 | -0.29 | 20.8 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.02 | -0.03 | 0.01 | 0.0 | -0.04 | 0.01 | 0.01 | 0.03 | -0.01 | 0.02 | -0.03 | -0.02 | 0.49 |
Beta | NA | 0.86 | 0.96 | 0.97 | 0.95 | 0.88 | 0.88 | 0.86 | 0.94 | 0.99 | 0.99 | 0.97 | 0.95 | 0.82 | 0.88 | 0.86 | 0.85 | 0.75 | 0.57 | 0.63 | 0.25 |
RSquared | NA | 0.9 | 0.96 | 0.96 | 0.94 | 0.89 | 0.92 | 0.9 | 0.95 | 0.97 | 0.96 | 0.98 | 0.97 | 0.83 | 0.75 | 0.69 | 0.67 | 0.81 | 0.72 | 0.74 | 0.78 |
Yield(%) | N/A | 0.9 | 1.3 | 1.7 | 5.2 | N/A | 0.0 | 1.0 | 2.0 | 1.4 | 0.5 | 1.5 | 1.8 | 16.9 | 9.2 | 2.8 | 0.6 | 1.0 | 0.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -39.8 | -2.2 | -86.6 | N/A | N/A | -100.0 | -40.0 | 17.6 | 183.3 | -53.8 | -56.7 | -89.9 | 122.4 | 282.9 | 400.0 | -12.5 | 60.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EUROPE STOCK Asset Class Trend Rankings |
Top Rated Funds in EUROPE STOCK
Best Mutual Funds
- VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) (87%)
- MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) (80%)
- DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) (78%)
- PRESX (T. ROWE PRICE EUROPEAN STOCK FUND T. ROWE PRICE EUROPEAN STOCK FUND) (76%)
- JFEIX (JPMORGAN INTREPID EUROPEAN FUND CLASS L) (74%)
- JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) (72%)
- EUGDX (MORGAN STANLEY EUROPEAN EQUITY FUND INC. I) (70%)
- VESIX (VANGUARD EUROPEAN STOCK INDEX FUND INSTITUTIONAL SHARES) (67%)
- VEUSX (VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES) (65%)
- MAEFX (BlackRock EuroFd I) (63%)
Best ETFs
- EZU (iShares MSCI Eurozone ETF) (100%)
- FEZ (SPDR® EURO STOXX 50 ETF) (98%)
- VGK (Vanguard FTSE Europe Index Fund ETF Shares) (96%)
- IEV (iShares Europe ETF) (93%)
- FEU (SPDR STOXX Europe 50 ETF) (91%)
- DFE (WisdomTree Europe SmallCap Dividend Fund) (85%)
- FDD (First Trust STOXX® European Select Dividend Index Fund) (83%)
- FEP (First Trust Europe AlphaDEX® Fund) (52%)
- HEDJ (WisdomTree Europe Hedged Equity Fund) (11%)