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Fidelity Agricultural Productivity Fund (FARMX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US31641Q5320

CUSIP

31641Q532

Issuer

Fidelity

Inception Date

Apr 15, 2020

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

FARMX has a high expense ratio of 0.99%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

Fidelity Agricultural Productivity Fund (FARMX) returned 11.31% year-to-date (YTD) and 10.77% over the past 12 months.


FARMX

YTD

11.31%

1M

5.68%

6M

2.07%

1Y

10.77%

3Y*

-2.68%

5Y*

13.01%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

5.49%

6M

-2.00%

1Y

12.02%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of FARMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.85%-3.15%-0.79%0.79%6.57%11.31%
2024-5.83%0.93%7.75%-5.17%-1.52%-1.08%0.75%2.58%2.24%-1.42%5.33%-8.31%-4.83%
20232.38%-1.95%-3.03%-3.42%-8.86%6.83%5.57%-5.60%-4.88%-6.23%1.47%7.07%-11.61%
20221.34%4.85%12.32%-4.03%0.84%-14.67%8.02%4.33%-8.45%13.50%4.60%-5.83%13.68%
20213.99%10.20%4.23%2.63%0.96%-4.02%-1.44%0.95%-2.61%4.96%-4.02%6.12%23.05%
20205.30%3.61%1.19%4.51%8.16%1.28%0.48%14.91%5.21%53.54%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FARMX is 39, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FARMX is 3939
Overall Rank
The Sharpe Ratio Rank of FARMX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of FARMX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of FARMX is 3636
Omega Ratio Rank
The Calmar Ratio Rank of FARMX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of FARMX is 4848
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Agricultural Productivity Fund (FARMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Agricultural Productivity Fund Sharpe ratios as of Jun 1, 2025 (values are recalculated daily):

  • 1-Year: 0.59
  • 5-Year: 0.65
  • All Time: 0.72

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Agricultural Productivity Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Fidelity Agricultural Productivity Fund provided a 2.06% dividend yield over the last twelve months, with an annual payout of $0.39 per share.


0.50%1.00%1.50%2.00%$0.00$0.10$0.20$0.30$0.4020202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020
Dividend$0.39$0.39$0.24$0.25$0.13$0.07

Dividend yield

2.06%2.29%1.33%1.17%0.71%0.45%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Agricultural Productivity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.33$0.39
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.13$0.24
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.18$0.25
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.05$0.13
2020$0.02$0.00$0.00$0.00$0.00$0.05$0.07

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Agricultural Productivity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity Agricultural Productivity Fund was 30.27%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Fidelity Agricultural Productivity Fund drawdown is 16.35%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.27%Apr 21, 2022744Apr 8, 2025
-12.72%May 10, 202149Jul 19, 2021142Feb 8, 2022191
-10.13%Jun 9, 202022Jul 9, 202021Aug 7, 202043
-9.88%Apr 30, 202011May 14, 20208May 27, 202019
-5.99%Sep 18, 20204Sep 23, 202011Oct 8, 202015
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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