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
FTISX: FIDELITY INTERNATIONAL SMALL CAP FUND FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS T (MUTUAL FUND)
Basic Info 38.1 0.94(2.41%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 05/29/2003 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 3.38% |
| Expenses | 1.29% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | 6.5 | 14.0 | 12.7 | 3.9 | 7.5 | 7.0 | 6.0 | 10.0 | 24.0 | -0.5 | 19.0 | -17.1 | 7.4 | 9.3 | 20.8 | -16.6 | 32.1 | 7.6 | 5.7 | -5.9 | 34.4 | 18.2 | -16.0 | 24.9 | 44.8 | -46.7 | 12.6 | 13.4 | 28.8 | 28.6 | 51.2 |
| Sharpe Ratio | NA | 0.84 | 0.91 | 0.77 | 0.1 | 0.41 | NA | NA | 0.55 | 1.7 | -0.38 | 1.41 | -0.99 | 0.59 | 0.35 | 2.18 | -1.57 | 5.27 | 0.56 | 0.52 | -0.67 | 3.29 | 1.32 | -0.69 | 1.44 | 2.18 | -1.53 | 0.58 | 0.66 | 2.42 | 1.89 | 8.44 |
| Draw Down(%) | NA | 10.7 | 10.7 | 12.9 | 34.7 | 39.5 | NA | NA | 61.1 | 11.2 | 9.6 | 11.4 | 30.0 | 12.1 | 36.7 | 7.9 | 23.4 | 2.0 | 10.4 | 10.6 | 12.6 | 7.7 | 15.0 | 25.8 | 16.0 | 19.1 | 54.1 | 17.7 | 21.2 | 9.9 | 14.1 | 3.8 |
| Standard Deviation(%) | NA | 15.8 | 12.4 | 12.2 | 13.8 | 14.3 | NA | NA | 15.8 | 12.5 | 10.8 | 10.9 | 18.8 | 12.5 | 26.0 | 8.8 | 11.5 | 6.0 | 13.3 | 10.9 | 8.9 | 10.5 | 13.9 | 23.2 | 17.3 | 20.5 | 31.2 | 16.4 | 15.1 | 11.0 | 14.6 | 11.8 |
| Treynor Ratio | NA | 0.23 | 0.21 | 0.18 | 0.03 | 0.11 | NA | NA | 0.14 | 0.43 | -0.08 | 0.29 | -0.37 | 0.17 | 0.13 | 0.37 | -0.34 | 0.71 | 0.11 | 0.1 | -0.1 | 0.54 | 0.25 | -0.21 | 0.33 | 0.68 | -0.72 | 0.13 | 0.12 | 0.33 | 0.31 | 1.43 |
| Alpha | NA | 0.05 | 0.03 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.04 | -0.03 | 0.03 | -0.01 | 0.03 | -0.09 | 0.01 | -0.05 | 0.05 | 0.02 | 0.02 | -0.01 | 0.07 | 0.01 | -0.03 | 0.04 | 0.05 | -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 | 0.49 | 0.54 | 0.53 | 0.5 | 0.44 | 0.7 | 0.52 | 0.53 | 0.44 | 0.68 | 0.6 | 0.58 | 0.63 | 0.74 | 0.78 | 0.75 | 0.65 | 0.66 | 0.72 | 0.83 | 0.8 | 0.88 | 0.7 |
| RSquared | NA | 0.71 | 0.66 | 0.67 | 0.7 | 0.68 | NA | NA | 0.75 | 0.66 | 0.65 | 0.71 | 0.79 | 0.48 | 0.7 | 0.73 | 0.74 | 0.45 | 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 | 0.47 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.9 | 2.2 | 1.6 | 0.1 | 2.2 | 0.4 | 2.2 | 4.3 | 3.9 | 2.2 | 3.8 | 13.4 | 2.9 | 1.8 | 1.4 | 3.6 | 2.9 | 0.0 | 20.7 | 20.3 | 12.5 | 4.0 | 2.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 75.1 | 56.2 | 1120.0 | -94.7 | 557.4 | -79.7 | -61.0 | 43.7 | 86.9 | -41.6 | -76.8 | 487.6 | 86.0 | 6.6 | -52.0 | 75.1 | N/A | -100.0 | -8.0 | 93.3 | 278.9 | 137.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2002
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%)
