Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FWIFX (FIDELITY WORLDWIDE FUND FIDELITY ADVISOR WORLDWIDE FUND: CLASS I) | 8.12% | -1.34% | 11.32% | 4.09% | 7.30% | 9.83% | NA | 11.67% |
Data as of 07/21/2025, AR inception is 02/26/2009
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FWIFX (FIDELITY WORLDWIDE FUND FIDELITY ADVISOR WORLDWIDE FUND: CLASS I) | 02/26/2009 | 07/21/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.39 | -1.34 | 11.32 | 4.09 | 7.30 | 9.83 | NA | 11.67 | 8.12 | 12.54 | 24.92 | -29.49 | 5.18 | 20.77 | 28.94 | -4.56 | 29.54 | -0.67 | 3.50 | 0.42 | 31.52 | 18.65 | -6.79 | 17.02 | 53.31 |
Sharpe Ratio | NA | -0.14 | 0.46 | 0.11 | 0.30 | NA | NA | 0.54 | 0.51 | 0.28 | 1.48 | -1.29 | 0.24 | 0.63 | 2.23 | -0.35 | 3.64 | -0.06 | 0.24 | 0.03 | 2.54 | 1.32 | -0.28 | 0.81 | 2.47 |
Standard Deviation(%) | NA | 25.29 | 20.23 | 20.99 | 19.76 | NA | NA | 19.32 | 24.52 | 21.02 | 14.12 | 24.10 | 21.42 | 32.66 | 12.33 | 16.75 | 7.98 | 14.37 | 14.57 | 12.59 | 12.40 | 14.19 | 24.19 | 20.87 | 26.46 |
Draw Down(%) | NA | 31.19 | 31.19 | 41.13 | 41.13 | NA | NA | 41.13 | 22.63 | 16.57 | 12.06 | 31.85 | 17.82 | 31.52 | 6.43 | 19.97 | 2.13 | 13.47 | 13.36 | 12.02 | 8.32 | 12.18 | 22.42 | 16.46 | 9.47 |
Yield(%) | 0.00 | 0.80 | 0.94 | 0.61 | 3.07 | 5.57 | 6.00 | 7.50 | 0.00 | 1.00 | 1.15 | 0.52 | 0.47 | 0.08 | 6.06 | 8.43 | 8.37 | 1.17 | 3.88 | 10.24 | 9.97 | 1.31 | 0.40 | 0.98 | 1.22 |
Data as of 07/21/2025, AR inception is 02/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FWIFX (FIDELITY WORLDWIDE FUND FIDELITY ADVISOR WORLDWIDE FUND: CLASS I) |
-5.10%
Sep 2020 - Sep 2023 |
1.65%
Jan 2018 - Jan 2023 |
5.42%
Oct 2013 - Oct 2023 |
7.83%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FWIFX (FIDELITY WORLDWIDE FUND FIDELITY ADVISOR WORLDWIDE FUND: CLASS I) |
21.56%
Mar 2009 - Mar 2012 |
20.08%
Mar 2009 - Mar 2014 |
13.89%
Sep 2011 - Sep 2021 |
11.86%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart