Find A Portfolio/Ticker
Comparison Box
FOSFX: FIDELITY OVERSEAS FUND FIDELITY OVERSEAS FUND (MUTUAL FUND)
Basic Info 62.02 0.55(0.89%) April 22
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (88%) |
Start Date: | 09/02/1986 |
Last Dividend Date: | 12/01/2023 |
12-Mo. Yield | 1.05% |
Expenses | 0.95% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/03/1986 |
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 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 2.9 | 10.3 | 1.6 | 7.6 | 6.5 | 9.1 | 6.2 | 6.5 | 20.6 | -24.8 | 19.3 | 15.4 | 28.4 | -14.7 | 29.7 | -1.3 | 8.3 | -3.6 | 26.8 | 25.0 | -16.0 | 6.6 | 25.2 | -47.3 | 21.9 | 20.5 | 19.3 | 13.5 | 44.3 | -19.4 | -20.2 | -18.3 | 43.0 | 12.8 | 10.9 | 13.0 | 9.1 | 1.3 | 40.1 | -11.4 | 8.6 | -6.6 | 16.9 | 8.2 | 18.6 | -5.4 |
Sharpe Ratio | NA | 0.24 | 0.47 | -0.08 | 0.3 | 0.32 | NA | NA | 0.24 | 1.23 | -1.04 | 1.46 | 0.53 | 2.55 | -1.17 | 4.18 | -0.09 | 0.59 | -0.34 | 2.31 | 1.54 | -0.52 | 0.29 | 0.87 | -1.13 | 1.0 | 1.23 | 1.54 | 0.87 | 2.65 | -0.9 | -1.23 | -1.23 | 2.99 | 0.45 | 0.57 | 1.33 | 0.56 | -0.18 | 3.89 | -0.94 | 0.35 | -0.73 | 0.81 | 0.29 | 0.62 | -0.94 |
Draw Down(%) | NA | 6.0 | 13.2 | 36.5 | 36.5 | 36.5 | NA | NA | 63.5 | 13.2 | 35.9 | 7.6 | 32.5 | 6.6 | 22.5 | 2.5 | 12.7 | 12.9 | 13.8 | 8.3 | 14.4 | 30.4 | 19.9 | 27.7 | 57.6 | 13.7 | 17.1 | 8.7 | 14.0 | 16.5 | 31.3 | 33.6 | 23.3 | 8.9 | 28.1 | 11.6 | 5.0 | 5.5 | 8.4 | 5.7 | 22.0 | 11.3 | 20.9 | 10.3 | 12.0 | 29.4 | 21.3 |
Standard Deviation(%) | NA | 11.9 | 12.4 | 18.0 | 19.6 | 16.5 | NA | NA | 18.2 | 13.4 | 25.1 | 13.2 | 28.5 | 10.6 | 13.8 | 7.0 | 16.8 | 13.9 | 10.7 | 11.6 | 16.4 | 30.5 | 22.4 | 29.0 | 42.7 | 19.0 | 14.0 | 11.1 | 14.5 | 16.5 | 22.9 | 18.5 | 18.2 | 13.3 | 21.2 | 12.9 | 7.1 | 9.3 | 9.3 | 9.7 | 14.6 | 13.7 | 16.2 | 13.8 | 12.3 | 23.3 | 20.1 |
Treynor Ratio | NA | 0.03 | 0.06 | -0.01 | 0.06 | 0.06 | NA | NA | 0.05 | 0.17 | -0.23 | 0.2 | 0.17 | 0.29 | -0.16 | 0.34 | -0.02 | 0.09 | -0.04 | 0.31 | 0.27 | -0.15 | 0.06 | 0.25 | -0.48 | 0.19 | 0.17 | 0.17 | 0.13 | 0.42 | -0.2 | -0.24 | -0.21 | 0.44 | 0.1 | 0.1 | 0.12 | 0.08 | -0.03 | 0.58 | -0.2 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | -0.05 | 0.02 | 0.03 | 0.03 | 0.0 | 0.03 | -0.02 | 0.04 | 0.0 | 0.03 | 0.03 | -0.01 | -0.01 | -0.02 | -0.04 | 0.03 | -0.01 | 0.02 | -0.02 | 0.02 | -0.02 | 0.0 | -0.01 | 0.05 | -0.01 | 0.02 | 0.03 | 0.0 | 0.0 | 0.07 | -0.01 | 0.02 | NA | NA | NA | NA | NA |
Beta | NA | 1.06 | 0.97 | 1.07 | 0.98 | 0.96 | NA | NA | 0.96 | 0.97 | 1.12 | 0.95 | 0.91 | 0.93 | 0.99 | 0.85 | 0.92 | 0.88 | 0.89 | 0.86 | 0.95 | 1.1 | 1.04 | 0.99 | 1.01 | 1.02 | 0.99 | 0.99 | 0.97 | 1.04 | 1.05 | 0.95 | 1.06 | 0.91 | 0.95 | 0.74 | 0.76 | 0.62 | 0.65 | 0.66 | 0.67 | 0.65 | NA | NA | NA | NA | NA |
RSquared | NA | 0.87 | 0.87 | 0.9 | 0.91 | 0.91 | NA | NA | 0.77 | 0.88 | 0.92 | 0.84 | 0.96 | 0.87 | 0.93 | 0.81 | 0.94 | 0.94 | 0.87 | 0.89 | 0.92 | 0.96 | 0.96 | 0.97 | 0.95 | 0.81 | 0.89 | 0.82 | 0.82 | 0.8 | 0.81 | 0.79 | 0.72 | 0.76 | 0.75 | 0.77 | 0.66 | 0.56 | 0.55 | 0.62 | 0.58 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 1.1 | 2.1 | 2.2 | 2.4 | 3.9 | 3.9 | N/A | 1.2 | 0.6 | 5.1 | 0.6 | 1.7 | 4.8 | 1.4 | 1.9 | 1.1 | 1.7 | 2.1 | 2.8 | 2.6 | 1.5 | 1.8 | 0.8 | 14.1 | 12.2 | 1.6 | 0.9 | 1.3 | 0.3 | 0.0 | 10.3 | 8.3 | 2.2 | 5.5 | 6.8 | 2.5 | 1.7 | 2.2 | 9.8 | 6.5 | 5.5 | 5.2 | 2.5 | 33.0 | 6.5 |
Dividend Growth(%) | N/A | -100.0 | 59.0 | 19.0 | 4.9 | -37.9 | -50.7 | N/A | N/A | 59.0 | -87.3 | 890.3 | -55.7 | -71.1 | 340.0 | -29.5 | 81.4 | -35.8 | -2.9 | -10.4 | -9.4 | 77.1 | 2.1 | 27.0 | -94.1 | 21.8 | 810.5 | 90.0 | 0.0 | 233.3 | N/A | -100.0 | 61.7 | 333.8 | -57.7 | -16.0 | 189.9 | 46.8 | 9.3 | -82.6 | 54.4 | 3.9 | 14.9 | 131.0 | -93.8 | 339.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/03/1986
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) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- BJBIX (ABERDEEN SELECT INTERNATIONAL EQUITY FUND CLASS A) (98%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (97%)
- CWI (SPDR® MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock Index Fund ETF Shares) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (28%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)