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FWWFX: FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND (MUTUAL FUND)
Basic Info 41.13 0.15(0.37%) December 02
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/26/1990 |
| Last Dividend Date: | 12/27/2023 |
| 12-Mo. Yield | 0.97% |
| Expenses | 0.95% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/26/1990 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 32.2 | 37.8 | 6.7 | 14.6 | 11.8 | 11.9 | 9.9 | 9.0 | 25.0 | -25.7 | 18.5 | 30.9 | 29.0 | -4.5 | 29.6 | -0.6 | 3.6 | 0.5 | 31.6 | 18.8 | -6.7 | 17.0 | 28.5 | -40.2 | 18.5 | 17.4 | 13.6 | 12.2 | 38.4 | -18.8 | -6.2 | -8.2 | 30.8 | 7.2 | 12.1 | 18.7 | 7.2 | 3.0 | 36.5 | 6.2 | 7.9 | -14.9 |
| Sharpe Ratio | NA | 1.67 | 1.86 | 0.14 | 0.57 | 0.57 | NA | NA | 0.42 | 1.48 | -1.17 | 1.09 | 0.96 | 2.24 | -0.35 | 3.66 | -0.06 | 0.24 | 0.04 | 2.55 | 1.33 | -0.28 | 0.81 | 1.02 | -1.08 | 0.92 | 1.16 | 1.13 | 0.94 | 2.44 | -0.98 | -0.53 | -0.74 | 2.32 | 0.22 | 0.7 | 2.55 | 0.54 | 0.0 | 5.56 | 0.48 | 0.32 | -2.38 |
| Draw Down(%) | NA | 11.8 | 11.8 | 32.5 | 33.7 | 33.7 | NA | NA | 56.5 | 12.1 | 31.9 | 8.5 | 31.5 | 6.4 | 20.0 | 2.1 | 13.5 | 13.4 | 12.0 | 8.3 | 12.2 | 22.4 | 16.5 | 24.8 | 49.4 | 11.4 | 13.6 | 8.3 | 10.4 | 14.7 | 30.3 | 24.5 | 16.3 | 7.4 | 31.1 | 12.3 | 5.5 | 6.1 | 6.7 | 2.8 | 8.9 | 10.2 | 20.1 |
| Standard Deviation(%) | NA | 16.8 | 16.4 | 18.7 | 21.5 | 18.0 | NA | NA | 17.0 | 14.1 | 23.4 | 16.9 | 31.9 | 12.3 | 16.8 | 7.9 | 14.3 | 14.5 | 12.6 | 12.4 | 14.2 | 24.2 | 20.8 | 27.9 | 37.9 | 17.0 | 12.2 | 10.1 | 12.0 | 15.5 | 20.4 | 16.3 | 16.7 | 11.9 | 17.6 | 12.2 | 5.9 | 6.2 | 6.8 | 6.2 | 7.9 | 12.7 | 15.2 |
| Treynor Ratio | NA | 0.28 | 0.3 | 0.03 | 0.12 | 0.1 | NA | NA | 0.08 | 0.22 | -0.26 | 0.17 | 0.3 | 0.27 | -0.05 | 0.31 | -0.01 | 0.04 | 0.0 | 0.35 | 0.22 | -0.07 | 0.18 | 0.31 | -0.49 | 0.18 | 0.18 | 0.14 | 0.16 | 0.45 | -0.26 | -0.13 | -0.15 | 0.45 | 0.06 | 0.13 | 0.23 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.09 | 0.08 | 0.02 | 0.03 | 0.03 | NA | NA | 0.02 | 0.03 | -0.04 | 0.03 | 0.07 | 0.02 | 0.05 | 0.01 | -0.02 | 0.03 | 0.02 | 0.06 | 0.01 | 0.03 | 0.02 | -0.02 | -0.01 | 0.02 | -0.01 | 0.0 | -0.01 | 0.01 | -0.03 | 0.03 | 0.02 | 0.04 | -0.02 | 0.04 | 0.06 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.02 | 1.0 | 1.04 | 1.03 | 0.99 | NA | NA | 0.87 | 0.97 | 1.05 | 1.12 | 1.02 | 1.04 | 1.09 | 0.95 | 0.79 | 0.87 | 1.0 | 0.91 | 0.84 | 0.9 | 0.95 | 0.93 | 0.85 | 0.88 | 0.8 | 0.81 | 0.69 | 0.85 | 0.78 | 0.68 | 0.8 | 0.61 | 0.68 | 0.67 | 0.65 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.54 | 0.54 | 0.72 | 0.78 | 0.78 | NA | NA | 0.76 | 0.7 | 0.82 | 0.69 | 0.87 | 0.78 | 0.78 | 0.73 | 0.86 | 0.84 | 0.74 | 0.81 | 0.9 | 0.95 | 0.94 | 0.94 | 0.95 | 0.94 | 0.87 | 0.69 | 0.57 | 0.65 | 0.68 | 0.62 | 0.58 | 0.44 | 0.62 | 0.65 | 0.41 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.0 | 5.4 | 7.5 | 7.3 | 8.6 | 7.7 | N/A | 1.2 | 4.4 | 13.5 | 9.7 | 6.0 | 8.4 | 8.3 | 1.2 | 4.0 | 10.2 | 9.9 | 1.4 | 0.3 | 0.9 | 0.9 | 0.8 | 12.4 | 14.2 | 6.3 | 0.7 | 0.6 | 0.1 | 0.0 | 13.3 | 9.7 | 3.4 | 8.3 | 4.1 | 1.2 | 5.6 | 2.6 | 2.8 | 1.1 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | -81.5 | 1.4 | 37.9 | 94.9 | 45.7 | N/A | N/A | -81.5 | -65.5 | 65.8 | 100.1 | -37.9 | 22.1 | 585.0 | -70.0 | -64.5 | 20.7 | 764.4 | 267.7 | -55.5 | 30.4 | -34.1 | -93.2 | -11.7 | 148.2 | 850.0 | 71.4 | 250.0 | N/A | -100.0 | 63.6 | 200.0 | -57.5 | 130.9 | 266.7 | -79.5 | 192.0 | -3.8 | 160.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/1990
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