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FIENX: FIDELITY INTERNATIONAL ENHANCED INDEX FUND FIDELITY INTERNATIONAL ENHANCED INDEX FUND (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/07/2008 |
Last Dividend Date: | 11/14/2023 |
12-Mo. Yield | 3.11% |
Expenses | 0.63% |
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Performance Analytics (As of 11/28/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 12.1 | 3.5 | 5.3 | 4.2 | 6.8 | 2.3 | 11.8 | -14.0 | 11.5 | 7.7 | 18.3 | -14.7 | 27.6 | 1.9 | 1.5 | -3.7 | 23.0 | 18.9 | -12.0 | 8.9 | 21.7 | -43.2 |
Sharpe Ratio | NA | 0.6 | 0.11 | 0.21 | 0.2 | NA | 0.08 | 0.69 | -0.73 | 0.9 | 0.25 | 1.6 | -1.17 | 3.68 | 0.1 | 0.09 | -0.33 | 1.89 | 1.21 | -0.45 | 0.42 | 0.77 | -1.03 |
Draw Down(%) | NA | 11.1 | 29.1 | 33.8 | 36.8 | NA | 59.7 | 11.1 | 28.3 | 7.2 | 33.8 | 9.2 | 22.8 | 2.3 | 12.8 | 15.9 | 14.0 | 9.9 | 15.9 | 25.6 | 19.3 | 29.2 | 54.5 |
Standard Deviation(%) | NA | 13.1 | 16.0 | 18.9 | 16.4 | NA | 20.8 | 12.8 | 21.0 | 12.7 | 29.8 | 10.5 | 13.7 | 7.4 | 17.6 | 15.4 | 11.2 | 12.2 | 15.7 | 26.9 | 21.2 | 28.2 | 43.3 |
Treynor Ratio | NA | 0.08 | 0.02 | 0.04 | 0.03 | NA | 0.02 | 0.09 | -0.16 | 0.12 | 0.08 | 0.17 | -0.16 | 0.29 | 0.02 | 0.01 | -0.04 | 0.25 | 0.2 | -0.12 | 0.09 | 0.22 | -0.43 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.02 | -0.02 |
Beta | NA | 0.96 | 0.97 | 0.97 | 0.97 | NA | 0.99 | 0.96 | 0.97 | 0.99 | 0.96 | 0.97 | 1.01 | 0.95 | 0.99 | 0.99 | 0.96 | 0.93 | 0.93 | 0.98 | 0.99 | 0.97 | 1.03 |
RSquared | NA | 0.96 | 0.98 | 0.98 | 0.98 | NA | 0.97 | 0.96 | 0.98 | 0.97 | 0.99 | 0.96 | 0.97 | 0.91 | 0.98 | 0.97 | 0.93 | 0.95 | 0.96 | 0.98 | 0.98 | 0.97 | 0.96 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 2.1 | 2.9 | 1.7 | 3.5 | 2.0 | 2.1 | 2.6 | 2.0 | 2.0 | 2.2 | 3.4 | 2.7 | 2.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 39.1 | -23.3 | 76.5 | -41.4 | 45.0 | 17.6 | -19.0 | 31.2 | -5.9 | 6.2 | -27.3 | 10.0 | 5.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2008
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