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
FIXIX: FIDELITY INTERNATIONAL SMALL CAP FUND FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS I (MUTUAL FUND)
Basic Info 39.65 0.08(0.20%) June 08
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 05/28/2003 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 3.67% |
| Expenses | 1.16% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/28/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.3 | 6.9 | 14.8 | 13.3 | 4.6 | 8.3 | 7.7 | 7.0 | 10.7 | 24.7 | 0.0 | 19.6 | -16.7 | 8.2 | 10.0 | 21.5 | -16.1 | 32.9 | 8.2 | 6.4 | -5.3 | 35.3 | 19.1 | -15.5 | 25.7 | 45.5 | -46.5 | 13.2 | 14.1 | 29.6 | 29.4 | 53.3 |
| Sharpe Ratio | NA | 0.88 | 0.96 | 0.81 | 0.14 | 0.45 | NA | NA | 0.6 | 1.75 | -0.33 | 1.48 | -0.97 | 0.66 | 0.37 | 2.26 | -1.53 | 5.37 | 0.6 | 0.59 | -0.6 | 3.37 | 1.38 | -0.67 | 1.48 | 2.21 | -1.52 | 0.62 | 0.71 | 2.5 | 1.95 | 8.74 |
| Draw Down(%) | NA | 10.7 | 10.7 | 12.7 | 34.2 | 38.8 | NA | NA | 60.9 | 11.1 | 9.5 | 11.3 | 29.7 | 11.8 | 36.6 | 7.9 | 23.1 | 2.0 | 10.4 | 10.4 | 12.4 | 7.7 | 14.9 | 25.5 | 15.9 | 19.0 | 53.9 | 17.7 | 21.2 | 9.8 | 14.0 | 3.8 |
| Standard Deviation(%) | NA | 15.8 | 12.5 | 12.3 | 13.8 | 14.3 | NA | NA | 15.8 | 12.5 | 10.8 | 10.9 | 18.8 | 12.4 | 26.1 | 8.9 | 11.5 | 6.0 | 13.3 | 10.9 | 8.9 | 10.4 | 13.9 | 23.1 | 17.3 | 20.6 | 31.1 | 16.4 | 15.0 | 10.9 | 14.6 | 11.8 |
| Treynor Ratio | NA | 0.23 | 0.21 | 0.19 | 0.04 | 0.12 | NA | NA | 0.15 | 0.44 | -0.07 | 0.31 | -0.36 | 0.19 | 0.14 | 0.38 | -0.33 | 0.72 | 0.12 | 0.11 | -0.09 | 0.56 | 0.26 | -0.2 | 0.34 | 0.69 | -0.72 | 0.14 | 0.13 | 0.34 | 0.32 | 1.47 |
| Alpha | NA | 0.05 | 0.03 | 0.02 | 0.01 | 0.0 | NA | NA | 0.02 | 0.05 | -0.03 | 0.04 | -0.01 | 0.03 | -0.09 | 0.02 | -0.04 | 0.05 | 0.03 | 0.03 | -0.01 | 0.07 | 0.02 | -0.02 | 0.05 | 0.06 | -0.1 | 0.0 | -0.03 | 0.06 | 0.04 | 0.17 |
| Beta | NA | 0.59 | 0.55 | 0.54 | 0.52 | 0.56 | NA | NA | 0.64 | 0.5 | 0.54 | 0.53 | 0.5 | 0.44 | 0.7 | 0.53 | 0.53 | 0.45 | 0.68 | 0.59 | 0.58 | 0.63 | 0.74 | 0.77 | 0.75 | 0.66 | 0.66 | 0.72 | 0.83 | 0.79 | 0.88 | 0.7 |
| RSquared | NA | 0.71 | 0.67 | 0.68 | 0.7 | 0.68 | NA | NA | 0.75 | 0.67 | 0.66 | 0.71 | 0.79 | 0.48 | 0.7 | 0.73 | 0.74 | 0.46 | 0.8 | 0.77 | 0.67 | 0.65 | 0.84 | 0.9 | 0.9 | 0.85 | 0.88 | 0.73 | 0.68 | 0.57 | 0.62 | 0.48 |
| Yield(%) | N/A | 0.0 | 3.7 | 3.0 | 2.1 | 3.3 | 4.2 | 4.7 | N/A | 4.3 | 2.6 | 2.2 | 0.6 | 2.7 | 0.9 | 2.8 | 4.8 | 4.4 | 3.0 | 4.3 | 13.3 | 3.5 | 2.7 | 2.2 | 4.2 | 3.5 | 0.0 | 21.2 | 20.8 | 13.1 | 4.4 | 2.7 |
| Dividend Growth(%) | N/A | -100.0 | 64.3 | 113.1 | -8.6 | -57.6 | N/A | N/A | N/A | 64.3 | 34.6 | 225.8 | -78.2 | 232.7 | -61.8 | -55.0 | 40.3 | 58.0 | -29.0 | -73.7 | 387.4 | 47.7 | 4.9 | -37.0 | 72.0 | N/A | -100.0 | -7.9 | 89.5 | 261.2 | 147.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2003
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 SMALL/MID GROWTH Asset Class Trend Rankings |
Top Rated Funds in FOREIGN SMALL/MID GROWTH
Best Mutual Funds
- ACFFX (COLUMBIA ACORN INTERNATIONAL SELECT COLUMBIA ACORN INTERNATIONAL SELECT CLASS Z) (100%)
- ACINX (COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS Z) (99%)
- ARTJX (ARTISAN INTERNATIONAL SMALL CAP FUND INVESTOR SHARES) (97%)
- OSMYX (Oppenheimer Intl Small Company Y) (96%)
- ACIOX (INTERNATIONAL OPPORTUNITIES FUND I CLASS) (94%)
- AIOIX (INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) (91%)
- MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) (90%)
- PRIDX (T. ROWE PRICE INTERNATIONAL DISCOVERY FUND T. ROWE PRICE INTERNATIONAL DISCOVERY FUND) (87%)
- WIISX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) (85%)
Latest Articles Related to FIXIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
