It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FDIBX: FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/09/1999 |
| Last Dividend Date: | 12/26/2014 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.08% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/09/1999 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -3.2 | 3.0 | 4.3 | 3.3 | -7.8 | 3.0 | -4.2 | 23.9 | 18.3 | -14.5 | 8.1 | 21.2 | -43.8 | -4.7 | 7.6 | 12.1 | 17.7 | 39.7 | -10.0 | -14.2 | -10.5 | 10.6 |
| Sharpe Ratio | NA | -0.81 | 0.24 | 0.17 | -0.09 | NA | 0.0 | -0.76 | 0.21 | -0.38 | 2.05 | 1.23 | -0.56 | 0.38 | 0.72 | -1.05 | -0.37 | 0.25 | 0.87 | 1.32 | 3.48 | -0.75 | -1.28 | -0.96 | 39.48 |
| Draw Down(%) | NA | 20.7 | 21.3 | 24.8 | 67.5 | NA | 67.5 | 13.4 | 14.7 | 13.2 | 9.5 | 14.2 | 27.3 | 18.0 | 30.7 | 54.6 | 20.7 | 18.6 | 7.2 | 11.1 | 11.7 | 23.6 | 25.7 | 16.8 | 0.8 |
| Standard Deviation(%) | NA | 18.6 | 14.3 | 17.3 | 23.5 | NA | 19.9 | 20.6 | 14.3 | 11.1 | 11.7 | 15.0 | 26.2 | 21.1 | 29.3 | 42.6 | 21.1 | 17.2 | 11.5 | 12.7 | 11.2 | 14.8 | 13.1 | 15.2 | 11.1 |
| Treynor Ratio | NA | -0.16 | 0.04 | 0.03 | -0.02 | NA | 0.0 | -0.17 | 0.03 | -0.05 | 0.27 | 0.21 | -0.15 | 0.08 | 0.21 | -0.44 | -0.09 | 0.04 | 0.11 | 0.2 | 0.55 | -0.16 | -0.24 | -0.16 | 4.71 |
| Alpha | NA | -0.02 | 0.0 | -0.01 | -0.04 | NA | -0.01 | -0.03 | 0.02 | 0.0 | 0.02 | 0.01 | -0.01 | 0.0 | -0.03 | -0.01 | -0.06 | -0.06 | 0.0 | 0.01 | 0.04 | 0.0 | 0.0 | 0.01 | 0.32 |
| Beta | NA | 0.92 | 0.93 | 0.93 | 0.98 | NA | 0.93 | 0.92 | 0.89 | 0.93 | 0.87 | 0.88 | 0.95 | 0.98 | 1.01 | 1.01 | 0.89 | 1.12 | 0.94 | 0.85 | 0.71 | 0.69 | 0.69 | 0.89 | 0.93 |
| RSquared | NA | 0.95 | 0.92 | 0.95 | 0.9 | NA | 0.88 | 0.95 | 0.93 | 0.89 | 0.9 | 0.95 | 0.98 | 0.98 | 0.98 | 0.95 | 0.53 | 0.77 | 0.71 | 0.84 | 0.79 | 0.86 | 0.84 | 0.74 | 0.65 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.4 | 2.7 | 3.4 | N/A | 0.0 | 0.0 | 0.1 | 1.1 | 0.9 | 0.1 | 0.9 | 0.9 | 1.4 | 13.8 | 7.7 | 5.7 | 0.3 | 0.1 | 0.0 | 0.0 | 1.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -30.3 | -93.6 | N/A | N/A | N/A | N/A | -100.0 | -87.0 | 42.0 | 466.7 | -84.3 | 30.1 | -65.8 | -90.1 | 88.4 | 57.3 | 2472.5 | 300.0 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/1999
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%)
