FSOSX Performance — Fidelity Series Overseas Fund
Data updated: 2026-09-23
FSOSX returned +5.95% year to date and +9.73% over one year to Jul 2026. Annualised returns are +12.27% over 3 years and +5.85% over 5 years. The fund beat its Europe Equity category average: $100 invested three years ago grew to $142, against $124 for the category, and to $110 over one year, against $97. Volatility over the past three years was 13.70% a year. In the 12 months to Jul 2026 the fund took in a net $2.1B, and assets reached $17.67B.
FSOSX Growth of $100
What $100 invested in Fidelity Series Overseas Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Europe Equity category average over the same months.
| Period | FSOSX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $110 | $97 |
| 3 years (Aug 2023 – Jul 2026) | $142 | $124 |
| 5 years (Aug 2021 – Jul 2026) | $133 | $116 |
| Since data start (Aug 2019 – Jul 2026) | $195 | $156 |
FSOSX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.95% |
| 1 year | +9.73% |
| 3 years (annualised) | +12.27% |
| 5 years (annualised) | +5.85% |
FSOSX Annual Returns
Calendar-year total returns of Fidelity Series Overseas Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +5.95% |
| 2025 | +21.37% |
| 2024 | +6.04% |
| 2023 | +21.50% |
| 2022 | −23.26% |
| 2021 | +19.66% |
| 2020 | +16.36% |
| 2019 (Aug–Dec) | +9.97% |
FSOSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.6% | +2.7% | −8.5% | +6.8% | +1.2% | +3.0% | −2.3% | — | — | — | — | — |
| 2025 | +6.0% | +1.5% | −0.9% | +4.5% | +5.3% | +2.7% | −2.8% | +1.3% | +1.7% | +0.5% | −2.0% | +2.0% |
| 2024 | +0.6% | +4.5% | +3.1% | −4.1% | +4.5% | −0.1% | +2.6% | +3.3% | +0.3% | −6.1% | +1.1% | −3.4% |
| 2023 | +8.8% | −2.0% | +3.7% | +3.0% | −2.1% | +3.6% | +1.4% | −3.8% | −4.5% | −3.1% | +10.1% | +5.9% |
| 2022 | −8.5% | −5.0% | +0.8% | −8.1% | +0.1% | −10.0% | +8.4% | −7.3% | −9.2% | +6.0% | +12.8% | −3.0% |
| 2021 | −2.8% | +2.1% | +2.5% | +4.5% | +3.6% | −0.1% | +4.2% | +3.1% | −5.0% | +4.9% | −2.6% | +4.4% |
| 2020 | −1.2% | −6.3% | −13.3% | +8.0% | +6.5% | +3.7% | +5.3% | +4.1% | −1.2% | −5.0% | +12.7% | +4.8% |
| 2019 | — | — | — | — | — | — | — | −1.1% | +1.9% | +2.8% | +2.2% | +3.9% |
FSOSX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 13.70%
- 3-year Sharpe ratio: 0.57 (vs 4.5% risk-free rate)
- Best month: +10.07% (Nov 2023)
- Worst month: −8.50% (Mar 2026)
FSOSX Fund Flows
Monthly money in and out of Fidelity Series Overseas Fund, from SEC Form N-PORT.
- 12-month net flow: $2.1B
- 12-month gross sales (incl. reinvestments): $4.8B
- Sales ÷ redemptions: 1.81×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $137.9M | $311.8M | −$173.8M |
| Jun 2026 | $246.8M | $335.4M | −$88.6M |
| May 2026 | $166.6M | $403.9M | −$237.3M |
| Apr 2026 | $373.0M | $166.7M | $206.3M |
| Mar 2026 | $524.0M | $268.7M | $255.3M |
| Feb 2026 | $534.3M | $53.2M | $481.1M |
| Jan 2026 | $304.4M | $257.8M | $46.6M |
| Dec 2025 | $1.7B | $204.2M | $1.5B |
| Nov 2025 | $148.8M | $120.3M | $28.5M |
| Oct 2025 | $292.6M | $289.6M | $3.0M |
| Sep 2025 | $146.2M | $68.6M | $77.6M |
| Aug 2025 | $232.8M | $171.5M | $61.3M |
FSOSX Assets Under Management
Net assets of Fidelity Series Overseas Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $17.67B |
| 2026-04-30 | $17.84B |
| 2026-01-31 | $16.78B |
| 2025-10-31 | $15.99B |
| 2025-07-31 | $15.30B |
| 2025-04-30 | $14.74B |
| 2025-01-31 | $14.69B |
| 2024-10-31 | $14.73B |
| 2024-07-31 | $15.70B |
| 2024-04-30 | $14.91B |
| 2024-01-31 | $14.59B |
| 2023-10-31 | $12.74B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.