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
FECAX: Fidelity Investment Trust - Fidelity Europe Capital Appreciation Fund (MUTUAL FUND)
Basic Info
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/05/1995 |
| Last Dividend Date: | 12/06/2013 |
| 12-Mo. Yield | 1.85% |
| Expenses | 1.02% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/21/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/05/1995 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 19.6 | 8.0 | 16.8 | 7.4 | 6.4 | 8.8 | -1.2 | 25.8 | 25.8 | -16.9 | 8.4 | 32.1 | -46.2 | 14.8 | 35.4 | 16.4 | 16.4 | 36.9 | -15.0 | -13.1 | -5.8 | 23.7 | 21.7 | 24.9 | 25.8 | 2.3 |
| Sharpe Ratio | NA | 1.53 | 0.36 | 0.7 | 0.26 | NA | 0.33 | -0.38 | 2.06 | 1.37 | -0.54 | 0.33 | 0.99 | -1.12 | 0.7 | 2.19 | 1.29 | 1.14 | 2.46 | -0.88 | -0.96 | -0.51 | 1.34 | 0.78 | 1.57 | 2.75 | 0.03 |
| Draw Down(%) | NA | 8.4 | 32.3 | 32.3 | 61.8 | NA | 61.8 | 6.2 | 8.4 | 17.4 | 32.3 | 21.9 | 27.1 | 57.3 | 14.0 | 17.8 | 9.7 | 15.9 | 18.4 | 27.7 | 28.6 | 23.3 | 11.6 | 31.2 | 8.8 | 4.4 | 6.6 |
| Standard Deviation(%) | NA | 12.8 | 22.1 | 23.8 | 24.0 | NA | 20.8 | 14.7 | 12.5 | 18.9 | 31.6 | 25.5 | 32.2 | 42.0 | 17.0 | 14.7 | 11.0 | 13.6 | 14.7 | 18.2 | 16.2 | 19.5 | 15.3 | 23.6 | 13.5 | 8.0 | 9.6 |
| Treynor Ratio | NA | 0.22 | 0.08 | 0.17 | 0.07 | NA | 0.08 | -0.06 | 0.3 | 0.27 | -0.17 | 0.08 | 0.33 | -0.51 | 0.14 | 0.36 | 0.16 | 0.19 | 0.48 | -0.28 | -0.25 | -0.11 | 0.21 | 0.18 | 0.25 | 0.27 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.01 | -0.02 | 0.01 | 0.02 | -0.03 | 0.01 | 0.0 | -0.03 | 0.01 | 0.02 | 0.03 | 0.0 | 0.03 | -0.02 | 0.0 | 0.01 | 0.03 | -0.02 | 0.01 | 0.03 | -0.02 |
| Beta | NA | 0.87 | 0.96 | 0.97 | 0.93 | NA | 0.88 | 0.89 | 0.87 | 0.95 | 0.99 | 0.99 | 0.96 | 0.92 | 0.82 | 0.89 | 0.87 | 0.83 | 0.75 | 0.57 | 0.62 | 0.92 | 0.96 | 1.0 | 0.84 | 0.81 | 0.78 |
| RSquared | NA | 0.91 | 0.96 | 0.96 | 0.94 | NA | 0.88 | 0.92 | 0.91 | 0.95 | 0.98 | 0.97 | 0.98 | 0.97 | 0.83 | 0.75 | 0.69 | 0.67 | 0.82 | 0.74 | 0.74 | 0.8 | 0.85 | 0.83 | 0.79 | 0.66 | 0.54 |
| Yield(%) | N/A | 1.9 | 1.9 | 2.6 | 6.7 | 5.6 | N/A | 0.0 | 1.9 | 2.6 | 1.9 | 1.0 | 2.3 | 2.1 | 17.5 | 10.9 | 13.8 | 1.2 | 1.6 | 1.1 | 0.9 | 4.5 | 3.2 | 0.0 | 16.8 | 12.5 | 1.9 |
| Dividend Growth(%) | N/A | -10.5 | 7.3 | -85.0 | N/A | N/A | N/A | -100.0 | -10.5 | 11.1 | 98.9 | -42.2 | -42.9 | -88.3 | 93.5 | -16.4 | 1185.2 | 4.5 | 15.8 | 11.8 | -82.7 | 63.3 | N/A | -100.0 | 48.0 | 560.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/05/1995
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 EUROPE STOCK Asset Class Trend Rankings |
Top Rated Funds in EUROPE STOCK
Best Mutual Funds
- VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) (89%)
- MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) (82%)
- DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) (80%)
- PRESX (T. ROWE PRICE EUROPEAN STOCK FUND T. ROWE PRICE EUROPEAN STOCK FUND) (77%)
- JFEIX (JPMORGAN INTREPID EUROPEAN FUND CLASS L) (75%)
- JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) (73%)
- EUGDX (MORGAN STANLEY EUROPEAN EQUITY FUND INC. I) (70%)
- VESIX (VANGUARD EUROPEAN STOCK INDEX FUND INSTITUTIONAL SHARES) (68%)
- VEUSX (VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES) (66%)
- MAEFX (BlackRock EuroFd I) (64%)
Best ETFs
- EZU (iShares MSCI Eurozone ETF) (100%)
- FEZ (SPDR EURO STOXX 50 ETF) (98%)
- VGK (Vanguard FTSE Europe ETF) (95%)
- IEV (iShares Europe ETF) (93%)
- DFE (WisdomTree Europe SmallCap Dividend Fund) (86%)
- FDD (First Trust Stoxx European Select Dividend Index Fund) (84%)
- FEP (First Trust Europe AlphaDEX Fund) (52%)
- HEDJ (WisdomTree Europe Hedged Equity Fund) (9%)
Best Closed End Funds
* Day change on 03/21/2014.Latest Articles Related to FECAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
