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FAPCX: Fidelity Intl Capital Appreciation K6 Fu (MUTUAL FUND)
Basic Info 15.89 0.13(0.82%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (85%) |
Start Date: | 05/26/2017 |
Last Dividend Date: | 12/01/2023 |
12-Mo. Yield | 0.43% |
Expenses | 0.65% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 3.9 | 16.8 | 2.1 | 8.7 | 8.3 | 27.5 | -26.0 | 3.1 | 22.8 | 34.9 | -12.5 | 13.9 |
Sharpe Ratio | NA | 1.0 | 1.26 | -0.02 | 0.37 | 0.41 | 1.77 | -1.03 | 0.17 | 0.77 | 2.95 | -0.89 | 3.23 |
Draw Down(%) | NA | 6.8 | 11.3 | 37.0 | 37.0 | 37.0 | 11.3 | 35.7 | 14.2 | 30.8 | 5.3 | 21.7 | 2.1 |
Standard Deviation(%) | NA | 12.4 | 12.2 | 18.9 | 20.5 | 18.7 | 13.2 | 26.6 | 18.0 | 29.0 | 11.4 | 15.5 | 7.3 |
Treynor Ratio | NA | 0.14 | 0.18 | 0.0 | 0.09 | 0.09 | 0.29 | -0.29 | 0.03 | 0.29 | 0.45 | -0.18 | 0.34 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.02 | -0.04 | -0.07 | 0.02 | 0.04 | -0.04 | 0.03 |
Beta | NA | 0.89 | 0.85 | 0.92 | 0.83 | 0.82 | 0.8 | 0.96 | 0.92 | 0.77 | 0.74 | 0.78 | 0.69 |
RSquared | NA | 0.73 | 0.71 | 0.75 | 0.78 | 0.77 | 0.67 | 0.81 | 0.51 | 0.86 | 0.68 | 0.74 | 0.41 |
Yield(%) | N/A | 0.0 | 0.4 | 3.2 | 3.1 | N/A | 0.5 | 0.6 | 9.1 | 0.5 | 2.4 | 0.7 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | -40.0 | N/A | N/A | N/A | -40.0 | -93.1 | 1971.4 | -69.6 | 187.5 | 166.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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