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
FGHNX: FIDELITY GLOBAL HIGH INCOME FUND FIDELITY GLOBAL HIGH INCOME FUND (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/18/2011 |
| Last Dividend Date: | 09/10/2024 |
| 12-Mo. Yield | 6.00% |
| Expenses | 0.90% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/07/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 15.2 | 1.7 | 3.4 | 3.8 | 4.1 | 6.9 | 10.2 | -10.6 | 3.5 | 5.3 | 12.9 | -4.1 | 9.1 | 11.5 | -2.3 | 1.6 | 5.6 | 17.0 | -7.3 |
| Sharpe Ratio | NA | 2.5 | -0.38 | 0.17 | 0.42 | 0.58 | 0.68 | 1.27 | -1.75 | 1.34 | 0.42 | 3.89 | -1.73 | 3.56 | 2.3 | -0.59 | 0.5 | 1.65 | 4.86 | -1.52 |
| Draw Down(%) | NA | 1.7 | 17.1 | 23.8 | 23.8 | 23.8 | 1.7 | 4.5 | 16.9 | 3.0 | 23.8 | 1.7 | 5.9 | 1.5 | 4.3 | 7.4 | 6.1 | 5.8 | 3.5 | 12.6 |
| Standard Deviation(%) | NA | 3.5 | 5.2 | 6.8 | 5.5 | 5.2 | 3.0 | 4.8 | 6.9 | 2.6 | 12.0 | 3.0 | 3.1 | 2.4 | 4.9 | 3.9 | 3.2 | 3.4 | 3.5 | 7.6 |
| Treynor Ratio | NA | 0.12 | -0.02 | 0.01 | 0.03 | 0.03 | 0.03 | 0.08 | -0.15 | 0.05 | 0.05 | 0.16 | -0.08 | 0.15 | 0.13 | -0.03 | 0.02 | 0.06 | 0.19 | -0.13 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.06 |
| Beta | NA | 0.75 | 0.8 | 0.95 | 0.9 | 0.9 | 0.75 | 0.77 | 0.83 | 0.77 | 1.09 | 0.72 | 0.72 | 0.58 | 0.86 | 0.82 | 0.78 | 0.91 | 0.89 | 0.92 |
| RSquared | NA | 0.77 | 0.8 | 0.86 | 0.82 | 0.79 | 0.7 | 0.84 | 0.81 | 0.49 | 0.94 | 0.67 | 0.71 | 0.48 | 0.78 | 0.7 | 0.72 | 0.73 | 0.63 | 0.6 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 4.7 | 4.1 | 4.2 | 4.4 | 5.1 | 5.0 | 4.2 | 4.7 | 5.4 | 8.1 | 7.3 | 5.9 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -0.8 | -1.3 | -3.5 | -4.4 | -6.9 | -8.4 | 26.3 | -4.1 | -19.2 | -38.0 | 9.4 | 35.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/17/2011
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 High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS HIGH INCOME FUND A) (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) (94%)
- PRHYX (T. Rowe Price High Yield Fd In) (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) (92%)
- PHAYX (Putnam High Yield Advantage Y) (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) (94%)
- PHB (Invesco Fundamental High Yield Corporate Bond ETF) (93%)
- JNK (SPDR Bloomberg High Yield Bond ETF) (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) (29%)
- SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) (28%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) (100%)
- DSU (BlackRock Debt Strategies Closed Fund) (99%)
- BLW (BlackRock Limited Duration Income Trust) (99%)
- DHY (Credit Suisse High Yield Bond Fund) (99%)
- CIK (Credit Suisse Asset Management IF) (99%)
- DHF (BNY Mellon High Yield Strategies Fund) (98%)
- EAD (Allspring Income Opportunities Fund) (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) (98%)
- MCI (Barings Corporate Investors) (97%)
- MPV (Barings Participation Investors (the Trust)) (97%)
Latest Articles Related to FGHNX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
