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FISMX: FIDELITY INTERNATIONAL SMALL CAP FUND FIDELITY INTERNATIONAL SMALL CAP FUND (MUTUAL FUND)
Basic Info 30.89 0.27(0.87%) April 19
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (84%) |
Start Date: | 09/26/2002 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.87% |
Expenses | 1.43% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/27/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.1 | -1.5 | 7.9 | -0.1 | 5.8 | 6.2 | 10.7 | 8.0 | 11.4 | 19.6 | -16.7 | 13.4 | 10.0 | 21.4 | -16.1 | 32.9 | 8.2 | 6.4 | -5.4 | 35.1 | 18.9 | -15.5 | 25.4 | 45.5 | -46.5 | 13.2 | 14.1 | 29.6 | 29.6 | 80.2 | 9.3 |
Sharpe Ratio | NA | -0.16 | 0.69 | -0.07 | 0.29 | 0.4 | NA | NA | 0.66 | 1.42 | -0.96 | 1.18 | 0.38 | 2.26 | -1.52 | 5.39 | 0.6 | 0.58 | -0.61 | 3.35 | 1.37 | -0.67 | 1.47 | 2.21 | -1.52 | 0.63 | 0.72 | 2.51 | 1.95 | 7.19 | 2.89 |
Draw Down(%) | NA | 2.8 | 11.3 | 31.1 | 36.6 | 38.8 | NA | NA | 60.9 | 11.3 | 29.7 | 7.8 | 36.6 | 7.9 | 23.0 | 2.0 | 10.4 | 10.4 | 12.4 | 7.6 | 14.9 | 25.5 | 16.0 | 19.1 | 53.9 | 17.7 | 21.2 | 9.8 | 14.0 | 7.4 | 5.6 |
Standard Deviation(%) | NA | 8.7 | 10.2 | 14.0 | 16.4 | 13.7 | NA | NA | 15.9 | 10.9 | 18.8 | 11.4 | 25.7 | 8.9 | 11.5 | 6.0 | 13.3 | 10.9 | 8.9 | 10.5 | 13.8 | 23.2 | 17.2 | 20.6 | 31.1 | 16.4 | 15.1 | 10.9 | 14.7 | 11.1 | 13.7 |
Treynor Ratio | NA | -0.03 | 0.13 | -0.02 | 0.09 | 0.1 | NA | NA | 0.16 | 0.29 | -0.36 | 0.33 | 0.13 | 0.38 | -0.33 | 0.73 | 0.12 | 0.11 | -0.09 | 0.55 | 0.26 | -0.2 | 0.34 | 0.69 | -0.72 | 0.14 | 0.13 | 0.35 | 0.32 | 1.64 | 0.86 |
Alpha | NA | -0.02 | 0.02 | 0.01 | 0.0 | 0.01 | NA | NA | 0.02 | 0.03 | -0.01 | 0.05 | -0.1 | 0.02 | -0.04 | 0.05 | 0.03 | 0.03 | -0.01 | 0.07 | 0.01 | -0.02 | 0.05 | 0.06 | -0.1 | 0.0 | -0.03 | 0.06 | 0.04 | 0.18 | 0.09 |
Beta | NA | 0.46 | 0.52 | 0.5 | 0.56 | 0.57 | NA | NA | 0.64 | 0.53 | 0.5 | 0.41 | 0.73 | 0.52 | 0.53 | 0.45 | 0.68 | 0.6 | 0.58 | 0.63 | 0.74 | 0.78 | 0.75 | 0.65 | 0.66 | 0.72 | 0.83 | 0.79 | 0.89 | 0.48 | 0.46 |
RSquared | NA | 0.65 | 0.69 | 0.73 | 0.7 | 0.71 | NA | NA | 0.75 | 0.71 | 0.79 | 0.5 | 0.76 | 0.73 | 0.74 | 0.45 | 0.81 | 0.77 | 0.67 | 0.65 | 0.84 | 0.9 | 0.9 | 0.85 | 0.88 | 0.73 | 0.68 | 0.57 | 0.62 | 0.37 | 0.6 |
Yield(%) | N/A | 0.0 | 2.0 | 3.0 | 3.0 | 4.4 | 8.3 | 7.1 | N/A | 2.2 | 0.6 | 7.7 | 0.9 | 2.7 | 4.8 | 4.4 | 2.9 | 4.2 | 13.8 | 3.3 | 2.6 | 2.1 | 4.0 | 3.4 | 0.0 | 21.2 | 20.8 | 13.0 | 4.5 | 3.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 205.3 | 32.8 | -47.9 | -33.5 | N/A | N/A | N/A | 205.3 | -91.9 | 840.0 | -61.5 | -55.2 | 40.8 | 63.5 | -30.8 | -75.3 | 434.8 | 50.0 | 2.2 | -37.5 | 71.4 | N/A | -100.0 | -7.7 | 89.4 | 256.5 | 157.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/2002
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