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
FPBFX: FIDELITY PACIFIC BASIN FUND FIDELITY PACIFIC BASIN FUND (MUTUAL FUND)
Basic Info 47.57 2.78(5.52%) June 05
| Asset Class: | DIVERSIFIED PACIFIC/ASIA |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 11/21/1986 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 9.37% |
| Expenses | 1.12% |
| 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 11/21/1986 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.3 | 22.8 | 48.8 | 24.1 | 9.3 | 12.7 | 10.7 | 9.4 | 8.3 | 37.1 | 9.3 | 14.1 | -23.7 | 2.3 | 32.9 | 32.2 | -18.1 | 40.1 | 2.9 | 6.0 | 0.6 | 27.5 | 20.1 | -17.0 | 32.9 | 59.3 | -55.8 | 25.2 | 16.1 | 32.8 | 14.1 | 38.7 | -7.9 | -19.9 | -35.4 | 119.6 | 8.3 | -15.1 | -2.8 | -6.1 | -3.0 | 63.9 | -7.6 | 12.5 | -27.2 | 11.4 | 10.4 | 25.0 | 9.5 |
| Sharpe Ratio | NA | 3.17 | 2.76 | 1.23 | 0.4 | 0.65 | NA | NA | 0.34 | 1.75 | 0.33 | 0.72 | -1.06 | 0.15 | 1.23 | 2.59 | -1.24 | 6.15 | 0.2 | 0.41 | 0.06 | 2.26 | 1.64 | -0.75 | 1.88 | 2.33 | -1.41 | 1.14 | 0.79 | 2.63 | 0.72 | 2.31 | -0.5 | -1.08 | -1.76 | 5.83 | 0.19 | -0.98 | -0.66 | -0.85 | -0.51 | 5.64 | -0.83 | 0.57 | -1.53 | 0.41 | 0.49 | 0.83 | 6.39 |
| Draw Down(%) | NA | 12.3 | 12.3 | 19.5 | 38.0 | 39.9 | NA | NA | 69.1 | 17.6 | 10.8 | 12.9 | 35.2 | 11.4 | 27.6 | 7.5 | 26.0 | 3.2 | 11.1 | 17.5 | 8.9 | 11.9 | 13.7 | 25.2 | 15.1 | 24.7 | 65.3 | 17.8 | 19.7 | 8.9 | 19.9 | 12.2 | 23.6 | 29.5 | 37.1 | 7.6 | 21.8 | 27.6 | 10.6 | 12.0 | 13.6 | 7.7 | 17.8 | 13.1 | 30.7 | 12.7 | 13.5 | 28.5 | 5.0 |
| Standard Deviation(%) | NA | 24.3 | 19.8 | 18.6 | 19.0 | 17.7 | NA | NA | 18.3 | 19.6 | 16.9 | 14.6 | 23.9 | 14.8 | 26.4 | 11.9 | 15.8 | 6.4 | 13.2 | 14.8 | 9.2 | 12.2 | 12.3 | 22.9 | 17.5 | 25.4 | 40.2 | 19.4 | 16.2 | 11.6 | 18.1 | 16.4 | 18.0 | 21.0 | 22.6 | 19.9 | 24.6 | 19.1 | 9.6 | 11.9 | 12.0 | 10.9 | 12.0 | 15.1 | 21.3 | 13.4 | 11.3 | 24.8 | 21.5 |
| Treynor Ratio | NA | 0.8 | 0.57 | 0.23 | 0.07 | 0.12 | NA | NA | 0.08 | 0.33 | 0.06 | 0.1 | -0.21 | 0.02 | 0.36 | 0.31 | -0.19 | 0.56 | 0.04 | 0.07 | 0.01 | 0.39 | 0.27 | -0.19 | 0.37 | 0.59 | -0.6 | 0.24 | 0.15 | 0.42 | 0.15 | 0.51 | -0.14 | -0.3 | -0.41 | 1.33 | 0.07 | -0.3 | -0.08 | -0.2 | -0.1 | 1.61 | -0.25 | 0.13 | -0.55 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.02 | 0.01 | 0.0 | 0.01 | NA | NA | 0.02 | 0.01 | 0.03 | 0.0 | -0.02 | 0.0 | 0.06 | 0.05 | -0.02 | 0.06 | 0.0 | 0.02 | 0.02 | 0.05 | 0.03 | -0.02 | 0.06 | 0.11 | -0.16 | 0.07 | 0.02 | 0.05 | -0.01 | 0.03 | -0.01 | 0.0 | -0.06 | 0.16 | 0.02 | 0.0 | 0.01 | -0.04 | -0.05 | 0.14 | -0.01 | 0.01 | -0.11 | NA | NA | NA | NA |
| Beta | NA | 0.96 | 0.96 | 0.99 | 1.04 | 0.98 | NA | NA | 0.81 | 1.04 | 0.96 | 1.01 | 1.19 | 0.94 | 0.91 | 0.98 | 1.0 | 0.7 | 0.77 | 0.84 | 0.75 | 0.7 | 0.74 | 0.92 | 0.9 | 1.0 | 0.95 | 0.94 | 0.85 | 0.74 | 0.88 | 0.75 | 0.64 | 0.75 | 0.97 | 0.88 | 0.68 | 0.62 | 0.81 | 0.49 | 0.61 | 0.38 | 0.4 | 0.64 | 0.59 | NA | NA | NA | NA |
| RSquared | NA | 0.85 | 0.79 | 0.8 | 0.81 | 0.82 | NA | NA | 0.67 | 0.78 | 0.77 | 0.8 | 0.86 | 0.77 | 0.89 | 0.79 | 0.82 | 0.59 | 0.85 | 0.86 | 0.76 | 0.71 | 0.7 | 0.86 | 0.79 | 0.86 | 0.9 | 0.72 | 0.82 | 0.71 | 0.81 | 0.7 | 0.56 | 0.72 | 0.72 | 0.76 | 0.67 | 0.57 | 0.8 | 0.59 | 0.53 | 0.47 | 0.66 | 0.75 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.2 | 7.3 | 6.4 | 8.0 | 7.8 | 7.2 | N/A | 10.4 | 6.3 | 5.7 | 6.1 | 13.3 | 5.6 | 1.0 | 8.0 | 5.8 | 2.4 | 5.0 | 6.5 | 16.2 | 3.5 | 0.8 | 4.2 | 6.3 | 0.2 | 15.0 | 9.1 | 2.7 | 1.2 | 1.2 | 0.0 | 0.0 | 4.7 | 2.0 | 0.2 | 1.7 | 0.5 | 0.0 | 10.8 | 3.4 | 0.9 | 0.0 | 1.0 | 4.3 | 0.8 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 73.4 | -35.4 | 104.6 | 33.8 | 170.2 | N/A | N/A | 73.4 | 15.5 | -34.0 | -58.9 | 199.4 | 656.2 | -91.0 | 85.1 | 145.6 | -52.0 | -26.5 | -56.5 | 441.6 | 275.7 | -77.0 | 3.4 | 1114.3 | -98.3 | 72.1 | 347.8 | 155.2 | 31.2 | N/A | N/A | -100.0 | 419.2 | 1200.0 | -92.0 | 212.5 | N/A | -100.0 | 410.0 | 263.6 | N/A | -100.0 | -75.0 | 481.8 | -26.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/21/1986
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 DIVERSIFIED PACIFIC/ASIA Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED PACIFIC/ASIA
Best Mutual Funds
- FPBFX (FIDELITY PACIFIC BASIN FUND FIDELITY PACIFIC BASIN FUND) (100%)
- MIAPX (MATTHEWS ASIA GROWTH FUND INSTITUTIONAL CLASS SHARES) (95%)
- MPACX (MATTHEWS ASIA GROWTH FUND INVESTOR CLASS SHARES) (90%)
- MIPIX (MATTHEWS ASIA DIVIDEND FUND INSTITUTIONAL CLASS SHARES) (86%)
- MAPCX (BlackRock Pacific Fd I) (81%)
- MAPIX (MATTHEWS ASIA DIVIDEND FUND INVESTOR CLASS SHARES) (76%)
- ICARX (ICON EMERGING MARKETS FUND CLASS S) (62%)
- VPKIX (VANGUARD PACIFIC STOCK INDEX FUND INSTITUTIONAL SHARES) (48%)
- VPADX (VANGUARD PACIFIC STOCK INDEX FUND ADMIRAL SHARES) (38%)
- TGRSX (INVESCO PACIFIC GROWTH FUND CLASS R5) (33%)
Best ETFs
- VPL (Vanguard FTSE Pacific ETF) (43%)
- ADRA (Adara Acquisition Corp) (24%)
- DVYA (iShares Asia/Pacific Dividend ETF) (5%)
Latest Articles Related to FPBFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
