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FEXKX: FIDELITY EXPORT AND MULTINATIONAL FUND CLASS K (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 04/13/2021 |
| 12-Mo. Yield | 0.54% |
| Expenses | 0.74% |
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Performance Analytics (As of 05/04/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/22/2008 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | -56.8 | -27.0 | -13.1 | -2.9 | -2.4 | -65.0 | -9.2 | 28.1 | -7.2 | 21.0 | 10.1 | 1.0 | 9.4 | 26.4 | 16.2 | -3.5 | 12.1 | 37.4 | -39.8 |
| Sharpe Ratio | NA | -0.48 | -0.39 | -0.25 | -0.08 | -0.07 | -0.48 | -0.22 | 1.92 | -0.58 | 2.99 | 0.78 | 0.06 | 0.83 | 2.36 | 1.27 | -0.14 | 0.64 | 1.44 | -1.21 |
| Draw Down(%) | NA | 68.4 | 68.7 | 68.7 | 68.7 | 68.7 | 68.4 | 42.9 | 9.7 | 18.0 | 3.4 | 8.5 | 11.4 | 7.3 | 5.9 | 10.1 | 20.9 | 17.2 | 21.2 | 51.1 |
| Standard Deviation(%) | NA | 118.1 | 72.1 | 56.2 | 41.3 | 38.8 | 200.7 | 42.7 | 13.8 | 14.8 | 6.9 | 12.6 | 14.6 | 11.4 | 11.2 | 12.8 | 24.2 | 18.7 | 25.9 | 47.3 |
| Treynor Ratio | NA | -0.63 | -0.33 | -0.17 | -0.04 | -0.03 | -0.91 | -0.1 | 0.55 | -0.15 | 0.4 | 0.13 | 0.01 | 0.12 | 0.3 | 0.19 | -0.04 | 0.13 | 0.36 | -0.56 |
| Alpha | NA | -0.3 | -0.15 | -0.09 | -0.05 | -0.04 | -0.73 | -0.19 | 0.02 | -0.03 | 0.02 | 0.04 | -0.02 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.05 |
| Beta | NA | 0.91 | 0.85 | 0.83 | 0.84 | 0.9 | 1.05 | 0.98 | 0.48 | 0.59 | 0.52 | 0.78 | 0.86 | 0.77 | 0.89 | 0.85 | 0.9 | 0.96 | 1.03 | 1.03 |
| RSquared | NA | 0.09 | 0.22 | 0.23 | 0.34 | 0.47 | 0.05 | 0.68 | 0.4 | 0.69 | 0.42 | 0.82 | 0.9 | 0.85 | 0.91 | 0.92 | 0.96 | 0.97 | 0.96 | 0.94 |
| Yield(%) | N/A | 0.5 | 6.3 | 8.1 | 8.7 | N/A | 0.0 | 0.4 | 6.4 | 12.7 | 13.7 | 6.6 | 6.4 | 20.8 | 13.6 | 10.3 | 1.6 | 0.9 | 1.1 | 0.8 |
| Dividend Growth(%) | N/A | -92.6 | -26.1 | -30.7 | N/A | N/A | -92.5 | -93.1 | -58.8 | -1.0 | 118.9 | -3.5 | -72.9 | 64.3 | 41.5 | 506.8 | 98.3 | 8.5 | -16.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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