- ISIN
- US3159115456
- Issuer
- Fidelity
- Inception Date
- Feb 14, 2019
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FIFWX Performance Chart
Fidelity Advisor Founders Fund Class Z (FIFWX) is up 9.2% since the beginning of the year. FIFWX is currently trading at $28 per share. Investors who bought $1,000 worth of FIFWX shares 5 years ago would now be looking at an investment worth $1,865.
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Returns By Period
Fidelity Advisor Founders Fund Class Z (FIFWX) has returned 9.23% so far this year and 22.78% over the past 12 months.
Fidelity Advisor Founders Fund Class Z
- 1D
- 1.17%
- 1M
- 3.49%
- YTD
- 9.23%
- 6M
- 8.22%
- 1Y
- 22.78%
- 3Y*
- 24.24%
- 5Y*
- 13.28%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FIFWX Monthly Returns History
Based on dividend-adjusted daily data since Feb 22, 2019, FIFWX's average daily return is +0.08%, while the average monthly return is +1.54%. At this rate, an investment would double in approximately 3.8 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +16.7%, while the worst month was Mar 2020 at -10.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FIFWX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.7%, while the worst single day was Mar 16, 2020 at -11.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.56% | -0.63% | -6.91% | 10.45% | 6.54% | -0.20% | 9.23% | ||||||
| 2025 | 5.71% | -5.08% | -7.64% | 0.83% | 8.75% | 6.75% | 3.06% | 0.98% | 3.95% | -0.34% | -0.90% | 0.53% | 16.53% |
| 2024 | 2.79% | 9.25% | 3.16% | -6.51% | 4.59% | 4.63% | -0.14% | 1.71% | 3.49% | 0.48% | 8.73% | 0.32% | 36.54% |
| 2023 | 10.23% | -3.51% | 4.05% | 0.46% | 2.70% | 6.98% | 4.97% | -3.14% | -5.65% | -3.37% | 12.46% | 5.34% | 34.14% |
| 2022 | -7.97% | -2.05% | 2.62% | -10.31% | 0.63% | -10.28% | 9.60% | -4.15% | -8.73% | 5.42% | 3.38% | -6.18% | -26.58% |
| 2021 | 0.18% | 4.08% | -0.73% | 6.49% | -1.27% | 3.26% | 0.60% | 3.62% | -3.44% | 7.62% | -2.31% | 0.18% | 19.13% |
Benchmark Metrics
Fidelity Advisor Founders Fund Class Z has an annualized alpha of 3.18%, beta of 1.06, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since February 22, 2019.
- This fund captured 111.93% of S&P 500 Index gains but only 97.58% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 3.18% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.06 and R2 of 0.85, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.18%
- Beta
- 1.06
- R²
- 0.85
- Upside Capture
- 111.93%
- Downside Capture
- 97.58%
Expense Ratio
FIFWX has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FIFWX ranks 29 for risk / return — below 29% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Founders Fund Class Z (FIFWX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIFWX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.78 | -0.97 |
| Martin ratioReturn relative to average drawdown | 7.24 | 12.44 | -5.20 |
Dividends
Dividend History
Fidelity Advisor Founders Fund Class Z provided a 2.35% dividend yield over the last twelve months, with an annual payout of $0.67 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.67 | $0.64 | $1.48 | $0.04 | $0.36 | $1.21 | $0.00 | $0.01 |
Dividend yield | 2.35% | 2.39% | 6.29% | 0.22% | 2.62% | 6.36% | 0.00% | 0.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Founders Fund Class Z. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 | $1.48 |
| 2023 | $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 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.36 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $1.21 |
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 Advisor Founders Fund Class Z. 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 Advisor Founders Fund Class Z was 32.44%, occurring on Oct 14, 2022. Recovery took 329 trading sessions.
The current Fidelity Advisor Founders Fund Class Z drawdown is 0.68%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -32.44%Oct 2022 | 11mo 8d | 1y 3mo | 2y 2moNov 2021 - Feb 2024 |
COVID crash2020 | -29.84%Mar 2020 | 25d | 2mo 14d | 3mo 9dFeb 2020 - May 2020 |
2025 selloff2025 | -23.27%Apr 2025 | 1mo 18d | 2mo 19d | 4mo 7dFeb 2025 - Jun 2025 |
2026 correction2026 | -12.23%Mar 2026 | 2mo 15d | 18d | 3mo 3dJan 2026 - Apr 2026 |
2024 correction2024 | -10.92%Aug 2024 | 19d | 1mo 15d | 2mo 4dJul 2024 - Sep 2024 |
Drawdown Indicators
| FIFWX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.44% | -56.78% | +24.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -9.10% | -3.13% |
Max Drawdown (3Y)Largest decline over 3 years | -23.27% | -18.90% | -4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -32.44% | -25.43% | -7.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.68% | -1.80% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -7.91% | -10.71% | +2.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.03% | +1.03% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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