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Fidelity Founders Fund (FIFNX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS3159115944
CUSIP315911594
IssuerFidelity
Inception DateFeb 14, 2019
CategoryLarge Cap Growth Equities
Min. Investment$0
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FIFNX features an expense ratio of 0.90%, falling within the medium range.


Expense ratio chart for FIFNX: current value at 0.90% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.90%

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.


Popular comparisons: FIFNX vs. FNSBX, FIFNX vs. FAIGX, FIFNX vs. FDGRX, FIFNX vs. FDEGX, FIFNX vs. FXAIX, FIFNX vs. FBGRX, FIFNX vs. FELG, FIFNX vs. QUAL, FIFNX vs. SPY, FIFNX vs. FAEGX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Founders Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


90.00%100.00%110.00%120.00%130.00%140.00%JuneJulyAugustSeptemberOctoberNovember
144.52%
115.30%
FIFNX (Fidelity Founders Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Founders Fund had a return of 33.59% year-to-date (YTD) and 49.83% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date33.59%25.70%
1 month6.00%3.51%
6 months19.16%14.80%
1 year49.83%37.91%
5 years (annualized)17.78%14.18%
10 years (annualized)N/A11.41%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.74%9.28%3.12%-6.53%4.56%4.65%-0.14%1.71%3.46%0.48%33.59%
202310.26%-3.52%4.00%0.46%2.64%7.01%4.92%-3.15%-5.67%-3.38%12.52%5.30%33.95%
2022-7.98%-2.11%2.62%-10.28%0.63%-11.77%9.56%-4.17%-8.76%5.44%3.39%-6.21%-27.89%
20210.18%4.10%-0.79%6.52%-1.33%-1.13%0.65%3.52%-3.40%7.58%-2.27%-1.68%11.87%
20203.45%-5.09%-10.46%16.59%9.26%5.78%6.41%7.94%-2.16%-1.69%8.77%3.39%47.20%
20191.39%2.45%3.73%-5.43%6.43%0.73%-0.73%-2.93%1.60%4.64%2.84%15.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FIFNX is 77, placing it in the top 23% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of FIFNX is 7777
Combined Rank
The Sharpe Ratio Rank of FIFNX is 8282Sharpe Ratio Rank
The Sortino Ratio Rank of FIFNX is 6969Sortino Ratio Rank
The Omega Ratio Rank of FIFNX is 7070Omega Ratio Rank
The Calmar Ratio Rank of FIFNX is 8181Calmar Ratio Rank
The Martin Ratio Rank of FIFNX is 8181Martin 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 Founders Fund (FIFNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FIFNX
Sharpe ratio
The chart of Sharpe ratio for FIFNX, currently valued at 2.86, compared to the broader market0.002.004.002.86
Sortino ratio
The chart of Sortino ratio for FIFNX, currently valued at 3.69, compared to the broader market0.005.0010.003.69
Omega ratio
The chart of Omega ratio for FIFNX, currently valued at 1.51, compared to the broader market1.002.003.004.001.51
Calmar ratio
The chart of Calmar ratio for FIFNX, currently valued at 2.45, compared to the broader market0.005.0010.0015.0020.002.45
Martin ratio
The chart of Martin ratio for FIFNX, currently valued at 18.22, compared to the broader market0.0020.0040.0060.0080.00100.0018.22
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.97, compared to the broader market0.002.004.002.97
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.97, compared to the broader market0.005.0010.003.97
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.56, compared to the broader market1.002.003.004.001.56
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.93, compared to the broader market0.005.0010.0015.0020.003.93
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 19.39, compared to the broader market0.0020.0040.0060.0080.00100.0019.39

Sharpe Ratio

The current Fidelity Founders Fund Sharpe ratio is 2.86. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Founders Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.86
2.97
FIFNX (Fidelity Founders Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Founders Fund provided a 0.08% dividend yield over the last twelve months, with an annual payout of $0.02 per share.


0.00%0.10%0.20%0.30%0.40%0.50%0.60%0.70%$0.00$0.02$0.04$0.06$0.08$0.1020192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019
Dividend$0.02$0.02$0.09$0.04$0.00$0.01

Dividend yield

0.08%0.11%0.67%0.23%0.00%0.09%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.02
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.09
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.01$0.01

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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember00
FIFNX (Fidelity Founders Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Founders 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 Founders Fund was 34.82%, occurring on Oct 14, 2022. Recovery took 344 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.82%Nov 10, 2021234Oct 14, 2022344Feb 29, 2024578
-29.81%Feb 20, 202018Mar 16, 202052May 29, 202070
-10.92%Jul 17, 202414Aug 5, 202432Sep 19, 202446
-9.24%Feb 16, 202115Mar 8, 202134Apr 26, 202149
-8.83%Jul 29, 201947Oct 2, 201940Nov 27, 201987

Volatility

Volatility Chart

The current Fidelity Founders Fund volatility is 5.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JuneJulyAugustSeptemberOctoberNovember
5.00%
3.92%
FIFNX (Fidelity Founders Fund)
Benchmark (^GSPC)