Find A Portfolio/Ticker
Comparison Box
FAERX: FIDELITY ADVISOR OVERSEAS FUND CLASS T (MUTUAL FUND)
Basic Info 33.51 0.23(0.68%) May 16
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (44%) |
Start Date: | 12/06/1990 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 0.54% |
Expenses | 2.16% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/06/1995 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 7.9 | 14.7 | 2.6 | 8.3 | 5.4 | 7.8 | 6.0 | 5.6 | 19.8 | -24.8 | 18.7 | 14.4 | 27.1 | -15.2 | 29.4 | -5.8 | 3.4 | -8.8 | 30.5 | 20.6 | -18.0 | 12.9 | 26.1 | -43.1 | 16.8 | 18.8 | 14.1 | 12.9 | 44.1 | -20.2 | -20.3 | -18.6 | 42.1 | 11.3 | 11.3 | 12.4 | 8.6 | 1.2 | 41.8 | -4.8 | 6.8 | -2.4 |
Sharpe Ratio | NA | 1.34 | 0.76 | -0.02 | 0.32 | 0.26 | NA | NA | 0.23 | 1.16 | -1.05 | 1.41 | 0.5 | 2.43 | -1.22 | 4.11 | -0.34 | 0.23 | -0.77 | 2.51 | 1.25 | -0.61 | 0.56 | 0.91 | -1.08 | 0.8 | 1.12 | 1.1 | 0.83 | 2.63 | -0.92 | -1.26 | -1.25 | 2.91 | 0.38 | 0.62 | 1.26 | 0.53 | -0.19 | 3.89 | -0.47 | 0.17 | -2.86 |
Draw Down(%) | NA | 6.1 | 13.4 | 36.6 | 36.6 | 36.6 | NA | NA | 60.2 | 13.4 | 35.9 | 7.6 | 32.6 | 7.0 | 22.9 | 2.4 | 14.5 | 14.8 | 12.8 | 9.0 | 15.6 | 30.3 | 19.0 | 27.3 | 53.9 | 13.5 | 16.2 | 8.7 | 14.2 | 16.7 | 32.0 | 33.5 | 23.5 | 8.9 | 28.4 | 11.7 | 5.1 | 5.6 | 8.9 | 5.1 | 18.2 | 16.7 | 5.2 |
Standard Deviation(%) | NA | 12.0 | 12.6 | 18.0 | 19.5 | 16.7 | NA | NA | 18.2 | 13.5 | 25.1 | 13.2 | 28.3 | 10.6 | 13.6 | 7.0 | 17.4 | 14.6 | 11.4 | 12.1 | 16.6 | 29.4 | 22.6 | 28.6 | 40.6 | 17.3 | 14.0 | 10.9 | 14.4 | 16.5 | 23.3 | 18.2 | 18.1 | 13.3 | 21.1 | 12.4 | 7.0 | 9.0 | 9.3 | 10.2 | 15.2 | 17.7 | 12.8 |
Treynor Ratio | NA | 0.16 | 0.1 | 0.0 | 0.06 | 0.04 | NA | NA | 0.04 | 0.16 | -0.23 | 0.2 | 0.16 | 0.27 | -0.17 | 0.34 | -0.06 | 0.04 | -0.09 | 0.33 | 0.21 | -0.17 | 0.12 | 0.26 | -0.45 | 0.15 | 0.16 | 0.12 | 0.13 | 0.41 | -0.2 | -0.25 | -0.22 | 0.43 | 0.08 | 0.12 | 0.12 | 0.08 | -0.03 | 0.62 | -0.12 | 0.07 | 0.0 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | -0.05 | 0.02 | 0.02 | 0.02 | -0.01 | 0.03 | -0.04 | 0.02 | -0.02 | 0.04 | 0.01 | -0.02 | 0.01 | -0.01 | -0.02 | 0.02 | -0.02 | 0.0 | -0.02 | 0.02 | -0.02 | 0.0 | -0.02 | 0.05 | -0.02 | 0.02 | 0.02 | 0.0 | 0.0 | 0.08 | 0.01 | 0.01 | NA |
Beta | NA | 1.03 | 0.98 | 1.06 | 0.97 | 0.96 | NA | NA | 0.95 | 0.98 | 1.12 | 0.95 | 0.9 | 0.94 | 0.98 | 0.85 | 0.96 | 0.92 | 0.95 | 0.91 | 0.97 | 1.06 | 1.05 | 0.98 | 0.97 | 0.93 | 1.0 | 0.98 | 0.96 | 1.05 | 1.06 | 0.94 | 1.05 | 0.91 | 0.95 | 0.64 | 0.75 | 0.63 | 0.65 | 0.64 | 0.58 | 0.43 | NA |
RSquared | NA | 0.86 | 0.88 | 0.9 | 0.91 | 0.92 | NA | NA | 0.84 | 0.88 | 0.93 | 0.84 | 0.96 | 0.88 | 0.93 | 0.81 | 0.94 | 0.94 | 0.88 | 0.92 | 0.94 | 0.98 | 0.97 | 0.97 | 0.96 | 0.82 | 0.92 | 0.85 | 0.82 | 0.8 | 0.81 | 0.78 | 0.72 | 0.76 | 0.76 | 0.62 | 0.66 | 0.62 | 0.55 | 0.54 | 0.4 | 0.01 | 0.0 |
Yield(%) | N/A | 0.0 | 0.5 | 1.0 | 1.0 | 1.4 | 2.1 | 2.8 | N/A | 0.6 | 0.1 | 2.4 | 0.0 | 1.5 | 3.4 | 4.2 | 0.7 | 0.1 | 0.0 | 1.3 | 1.6 | 1.1 | 1.3 | 1.6 | 0.8 | 9.2 | 6.1 | 2.4 | 0.4 | 0.9 | 0.0 | 0.0 | 8.7 | 6.1 | 1.1 | 7.4 | 5.5 | 0.8 | 0.0 | 0.2 | 1.0 | 1.5 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | 400.0 | -23.1 | -36.9 | -38.6 | N/A | N/A | N/A | 433.3 | -95.8 | N/A | -100.0 | -65.9 | 2.3 | 437.5 | 700.0 | N/A | -100.0 | -8.0 | 25.0 | -9.1 | 0.0 | 10.0 | -90.2 | 64.0 | 197.6 | 500.0 | -30.0 | N/A | N/A | -100.0 | 86.5 | 516.7 | -83.9 | 41.8 | 690.0 | N/A | -100.0 | -80.0 | -28.6 | 75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/1995
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 Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) 0.07% (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) 0.54% (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) 0.11% (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) 0.36% (99%)
- BJBIX (ABERDEEN SELECT INTERNATIONAL EQUITY FUND CLASS A) 0.81% (98%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) 0.56% (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) 0.43% (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) 0.35% (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) 0.11% (96%)
- EXOSX (OVERSEAS SERIES CLASS I) 0.42% (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) 0.54% (100%)
- PID (Invesco International Dividend Achievers ETF) 0.27% (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) 0.25% (97%)
- CWI (SPDR® MSCI ACWI ex-US ETF) 0.24% (97%)
- VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) 0.57% (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) 0.30% (97%)
- SCHF (Schwab International Equity ETF) 0.58% (34%)
- VXUS (Vanguard Total International Stock Index Fund ETF Shares) 0.34% (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) 0.38% (28%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) 0.31% (28%)