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
FOPTX: FIDELITY INTERNATIONAL SMALL CAP OPPORTUNITIES FUND FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTU (MUTUAL FUND)
Basic Info 21.75 0.53(2.38%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 08/11/2005 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 11.55% |
| Expenses | 1.08% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | 4.0 | 12.1 | 12.7 | 0.6 | 6.6 | 6.8 | 4.4 | 6.1 | 24.3 | 3.5 | 16.4 | -33.6 | 7.1 | 18.9 | 28.3 | -14.6 | 34.9 | -1.7 | 9.5 | -1.8 | 24.4 | 22.8 | -10.0 | 22.7 | 45.5 | -58.6 | 2.4 | 25.0 | 22.1 |
| Sharpe Ratio | NA | 1.19 | 1.15 | 0.81 | -0.06 | 0.33 | NA | NA | 0.25 | 1.49 | -0.01 | 0.94 | -1.39 | 0.41 | 0.72 | 2.7 | -1.23 | 4.92 | -0.13 | 0.83 | -0.2 | 2.53 | 1.66 | -0.43 | 1.25 | 1.84 | -1.26 | -0.03 | 1.09 | 4.98 |
| Draw Down(%) | NA | 11.1 | 11.1 | 14.9 | 46.1 | 46.1 | NA | NA | 72.8 | 11.6 | 6.9 | 15.0 | 39.1 | 16.3 | 31.4 | 7.2 | 23.9 | 2.1 | 10.6 | 9.7 | 13.5 | 8.4 | 11.1 | 22.9 | 15.0 | 21.3 | 68.2 | 18.3 | 25.3 | 7.9 |
| Standard Deviation(%) | NA | 16.5 | 13.6 | 14.0 | 17.5 | 16.6 | NA | NA | 19.6 | 14.5 | 12.8 | 13.7 | 25.3 | 17.2 | 25.9 | 9.9 | 13.0 | 7.0 | 14.7 | 11.4 | 9.3 | 9.6 | 13.8 | 23.3 | 18.1 | 24.7 | 47.3 | 20.5 | 20.0 | 13.0 |
| Treynor Ratio | NA | 0.31 | 0.25 | 0.18 | -0.02 | 0.08 | NA | NA | 0.06 | 0.37 | 0.0 | 0.2 | -0.53 | 0.12 | 0.25 | 0.46 | -0.27 | 0.67 | -0.03 | 0.15 | -0.03 | 0.38 | 0.3 | -0.13 | 0.28 | 0.56 | -0.58 | -0.01 | 0.19 | 0.75 |
| Alpha | NA | 0.05 | 0.03 | 0.02 | 0.0 | 0.0 | NA | NA | 0.0 | 0.04 | -0.01 | 0.02 | -0.07 | 0.03 | -0.07 | 0.03 | -0.03 | 0.04 | -0.01 | 0.04 | 0.01 | 0.03 | 0.03 | 0.0 | 0.03 | 0.04 | -0.11 | -0.04 | -0.01 | 0.14 |
| Beta | NA | 0.64 | 0.61 | 0.62 | 0.65 | 0.66 | NA | NA | 0.78 | 0.59 | 0.62 | 0.65 | 0.67 | 0.6 | 0.73 | 0.58 | 0.6 | 0.52 | 0.74 | 0.63 | 0.61 | 0.64 | 0.76 | 0.8 | 0.8 | 0.81 | 1.02 | 0.93 | 1.14 | 0.86 |
| RSquared | NA | 0.74 | 0.66 | 0.67 | 0.68 | 0.7 | NA | NA | 0.79 | 0.69 | 0.62 | 0.69 | 0.77 | 0.49 | 0.76 | 0.7 | 0.73 | 0.45 | 0.8 | 0.79 | 0.67 | 0.78 | 0.9 | 0.95 | 0.92 | 0.92 | 0.91 | 0.78 | 0.74 | 0.58 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.2 | 6.0 | 3.6 | 0.0 | 0.0 | 0.0 | 0.7 | 1.9 | 2.1 | 0.7 | 0.6 | 0.2 | 0.9 | 0.6 | 0.9 | 1.4 | 2.5 | 0.0 | 11.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 118.3 | 82.8 | N/A | N/A | N/A | -100.0 | -68.9 | 22.1 | 218.9 | 18.8 | 196.3 | -73.8 | 74.6 | -33.0 | -28.5 | -16.9 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2005
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 FOPTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
