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FAECX: Fidelity Advisor Europe Cap Apprec T (MUTUAL FUND)
Basic Info
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/02/1999 |
| Last Dividend Date: | 12/06/2013 |
| 12-Mo. Yield | 0.65% |
| Expenses | 1.70% |
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Performance Analytics (As of 03/21/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/02/1999 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 18.5 | 7.1 | 16.0 | 6.3 | 4.9 | -1.3 | 24.6 | 24.7 | -17.5 | 7.7 | 31.6 | -47.9 | 13.9 | 34.1 | 15.6 | 14.8 | 35.7 | -16.2 | -15.9 | -8.0 | 21.0 |
| Sharpe Ratio | NA | 1.44 | 0.31 | 0.66 | 0.21 | 0.16 | -0.41 | 1.98 | 1.32 | -0.55 | 0.3 | 0.97 | -1.12 | 0.64 | 2.12 | 1.24 | 1.01 | 2.37 | -0.94 | -1.12 | -0.63 | 5.28 |
| Draw Down(%) | NA | 8.4 | 32.6 | 32.6 | 63.1 | 63.1 | 6.2 | 8.4 | 17.2 | 32.6 | 22.1 | 27.3 | 58.8 | 14.0 | 17.8 | 9.8 | 16.7 | 18.5 | 28.6 | 30.4 | 24.2 | 4.9 |
| Standard Deviation(%) | NA | 12.8 | 22.4 | 24.1 | 24.7 | 22.4 | 14.5 | 12.4 | 18.8 | 31.7 | 25.5 | 32.5 | 43.6 | 16.9 | 14.6 | 10.9 | 13.8 | 14.7 | 18.5 | 16.6 | 19.2 | 14.2 |
| Treynor Ratio | NA | 0.21 | 0.07 | 0.16 | 0.05 | 0.04 | -0.07 | 0.29 | 0.26 | -0.18 | 0.08 | 0.33 | -0.51 | 0.13 | 0.35 | 0.16 | 0.16 | 0.46 | -0.3 | -0.29 | -0.13 | 0.73 |
| Alpha | NA | -0.01 | -0.02 | -0.03 | -0.04 | -0.01 | -0.02 | 0.01 | 0.02 | -0.03 | 0.01 | 0.0 | -0.04 | 0.01 | 0.01 | 0.03 | -0.01 | 0.02 | -0.03 | -0.02 | 0.0 | 0.04 |
| Beta | NA | 0.87 | 0.97 | 0.98 | 0.95 | 0.89 | 0.88 | 0.86 | 0.94 | 0.99 | 0.99 | 0.97 | 0.95 | 0.81 | 0.88 | 0.85 | 0.85 | 0.76 | 0.57 | 0.63 | 0.9 | 1.03 |
| RSquared | NA | 0.91 | 0.96 | 0.96 | 0.93 | 0.89 | 0.92 | 0.91 | 0.95 | 0.97 | 0.97 | 0.98 | 0.97 | 0.83 | 0.75 | 0.68 | 0.67 | 0.81 | 0.72 | 0.74 | 0.8 | 0.88 |
| Yield(%) | N/A | 0.6 | 1.0 | 1.3 | 4.8 | N/A | 0.0 | 0.7 | 1.7 | 1.1 | 0.2 | 1.3 | 1.5 | 16.4 | 9.1 | 2.4 | 0.0 | 0.7 | 0.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -51.8 | -5.2 | -89.0 | N/A | N/A | -100.0 | -51.8 | 27.3 | 388.9 | -76.1 | -56.9 | -90.9 | 118.3 | 333.3 | N/A | -100.0 | 100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/1999
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EUROPE STOCK Asset Class Trend Rankings |
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Best ETFs
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- DFE (WisdomTree Europe SmallCap Dividend Fund) (86%)
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- FEP (First Trust Europe AlphaDEX Fund) (52%)
- HEDJ (WisdomTree Europe Hedged Equity Fund) (9%)
