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

Fund Info

ISIN

US3159115944

CUSIP

315911594

Issuer

Fidelity

Inception Date

Feb 14, 2019

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FIFNX has an expense ratio of 0.90%, placing it in the medium range.


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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Returns By Period

Fidelity Founders Fund (FIFNX) returned -0.34% year-to-date (YTD) and 13.88% over the past 12 months.


FIFNX

YTD

-0.34%

1M

12.29%

6M

-5.05%

1Y

13.88%

5Y*

14.22%

10Y*

N/A

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*Annualized

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
20255.65%-5.06%-7.63%0.78%6.73%-0.34%
20242.74%9.28%3.12%-6.53%4.56%4.65%-0.14%1.71%3.46%0.48%8.72%-5.76%28.11%
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 rank of FIFNX is 58, 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 FIFNX is 5858
Overall Rank
The Sharpe Ratio Rank of FIFNX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of FIFNX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of FIFNX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of FIFNX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of FIFNX is 5353
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 Founders Fund (FIFNX) 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 Founders Fund Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 0.57
  • 5-Year: 0.64
  • All Time: 0.62

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 Founders Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Fidelity Founders Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 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$0.10201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
Dividend$0.00$0.00$0.02$0.09$0.04$0.00$0.01

Dividend yield

0.00%0.00%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
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$0.00$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.


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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.

The current Fidelity Founders Fund drawdown is 8.45%.


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
-24.56%Dec 9, 202482Apr 8, 2025
-10.92%Jul 17, 202414Aug 5, 202432Sep 19, 202446
-9.24%Feb 16, 202115Mar 8, 202134Apr 26, 202149

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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