Find A Portfolio/Ticker
Comparison Box
FSGSX: FIDELITY GLOBAL EX U.S. INDEX FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/15/2011 |
| Last Dividend Date: | 12/08/2017 |
| 12-Mo. Yield | 2.31% |
| Expenses | 0.13% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/15/2011 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -1.0 | 3.4 | 5.0 | -9.6 | 27.4 | 4.6 | -5.6 | -4.3 | 14.2 | 17.6 | -3.0 |
| Sharpe Ratio | NA | -0.66 | 0.39 | 0.15 | 0.32 | -0.92 | 3.77 | 0.25 | -0.37 | -0.41 | 1.2 | 1.12 | -0.31 |
| Draw Down(%) | NA | 18.8 | 18.8 | 25.7 | 25.7 | 18.8 | 2.2 | 12.0 | 18.7 | 13.3 | 11.1 | 15.9 | 15.2 |
| Standard Deviation(%) | NA | 12.7 | 13.2 | 13.0 | 14.6 | 13.4 | 7.1 | 17.1 | 15.1 | 10.6 | 11.9 | 15.8 | 31.7 |
| Treynor Ratio | NA | -0.08 | 0.05 | 0.02 | 0.05 | -0.12 | 0.3 | 0.05 | -0.06 | -0.05 | 0.16 | 0.19 | -0.1 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 1.02 | 0.97 | 0.96 | 0.95 | 1.02 | 0.91 | 0.96 | 0.96 | 0.91 | 0.9 | 0.93 | 0.97 |
| RSquared | NA | 0.94 | 0.96 | 0.96 | 0.96 | 0.95 | 0.89 | 0.98 | 0.97 | 0.92 | 0.94 | 0.96 | 0.98 |
| Yield(%) | N/A | 2.3 | 2.4 | 2.1 | N/A | 0.0 | 2.8 | 2.2 | 2.2 | 2.4 | 2.0 | 1.8 | 0.0 |
| Dividend Growth(%) | N/A | 37.2 | 13.9 | N/A | N/A | -100.0 | 37.2 | -12.1 | -13.8 | 34.8 | 24.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2011
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%)
- 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%)
- BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets ETF) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock ETF) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (27%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)
Best Closed End Funds
* Day change on 11/12/2018.Latest Articles Related to FSGSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
