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ISIN
US31618H8878
Issuer
Fidelity
Inception Date
Feb 19, 2009
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

FWCFX Performance Chart

Fidelity Advisor Worldwide Fund Class C (FWCFX) is up 19.0% since the beginning of the year. FWCFX is currently trading at $39 per share. Investors who bought $1,000 worth of FWCFX shares 5 years ago would now be looking at an investment worth $1,972.


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S&P 500 Index

Returns By Period

Fidelity Advisor Worldwide Fund Class C (FWCFX) has returned 18.99% so far this year and 38.78% over the past 12 months. Looking at the last ten years, FWCFX has achieved an annualized return of 15.59%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.


Fidelity Advisor Worldwide Fund Class C

1D
0.21%
1M
6.43%
YTD
18.99%
6M
18.96%
1Y
38.78%
3Y*
30.31%
5Y*
14.55%
10Y*
15.59%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FWCFX Monthly Returns History

Based on dividend-adjusted daily data since Feb 19, 2009, FWCFX's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, an investment would double in approximately 4.7 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +15.3%, while the worst month was Mar 2020 at -11.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FWCFX closed higher 54% of trading days. The best single day was Dec 13, 2024 with a return of +17.1%, while the worst single day was Mar 16, 2020 at -11.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.42%0.35%-6.83%15.33%6.47%0.21%18.99%
20253.55%-3.88%-8.01%0.03%6.96%7.47%3.07%0.67%3.88%2.19%-0.54%-0.35%14.91%
20242.63%9.25%4.20%-3.95%6.79%0.93%-0.57%2.74%2.55%-1.94%4.99%13.13%47.60%
20236.00%-2.59%3.24%1.61%1.50%6.12%2.68%-1.54%-5.70%-2.73%9.70%4.15%23.61%
2022-9.23%-4.49%2.54%-8.47%-0.22%-8.10%7.54%-5.57%-9.71%5.87%6.04%-4.36%-26.54%
2021-2.23%3.74%0.58%4.95%1.24%2.34%0.56%4.47%-4.63%6.08%-1.63%1.05%17.21%

Benchmark Metrics

Fidelity Advisor Worldwide Fund Class C has an annualized alpha of 0.70%, beta of 0.99, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since February 20, 2009.

  • With beta of 0.99 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
0.70%
Beta
0.99
0.85
Upside Capture
102.49%
Downside Capture
101.23%

Expense Ratio

FWCFX has a high expense ratio of 2.08%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FWCFX ranks 64 for risk / return — better than 64% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


FWCFX Risk / Return Rank: 6464
Overall Rank
FWCFX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FWCFX Sortino Ratio Rank: 5252
Sortino Ratio Rank
FWCFX Omega Ratio Rank: 5454
Omega Ratio Rank
FWCFX Calmar Ratio Rank: 7474
Calmar Ratio Rank
FWCFX Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class C (FWCFX) and compare them to S&P 500 Index.


FWCFXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.29

2.39

-0.10

Sortino ratio

Return per unit of downside risk

3.05

3.25

-0.21

Omega ratio

Gain probability vs. loss probability

1.41

1.43

-0.03

Calmar ratio

Return relative to maximum drawdown

3.36

3.11

+0.25

Martin ratio

Return relative to average drawdown

14.48

14.38

+0.10

Dividends

Dividend History

Fidelity Advisor Worldwide Fund Class C provided a 10.19% dividend yield over the last twelve months, with an annual payout of $3.97 per share.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%$0.00$2.00$4.00$6.00$8.00$10.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.97$3.97$9.53$0.00$1.37$4.18$2.58$1.20$2.14$1.65$0.01$0.75

Dividend yield

10.19%12.12%29.90%0.00%5.87%12.44%7.99%4.46%9.67%6.44%0.05%3.47%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.97$3.97
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$9.53$9.53
2023$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
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.37$1.37
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.18$4.18

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 Worldwide Fund Class C. 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 Worldwide Fund Class C was 34.39%, occurring on Oct 14, 2022. Recovery took 345 trading sessions.

The current Fidelity Advisor Worldwide Fund Class C drawdown is 0.13%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-34.39%Oct 2022
11mo 9d1y 4mo
2y 3moNov 2021 - Mar 2024
COVID crash2020
-31.60%Mar 2020
1mo 2d3mo 11d
4mo 13dFeb 2020 - Jul 2020
2025 selloff2025
-22.80%Apr 2025
2mo 11d3mo 10d
5mo 21dJan 2025 - Jul 2025
2011 bear market2011
-22.75%Oct 2011
5mo 4d1y 3mo
1y 8moMay 2011 - Jan 2013
Rate-hike selloffLate 2018
-20.18%Dec 2018
2mo 27d5mo 28d
8mo 25dSep 2018 - Jun 2019

Drawdown Indicators


FWCFXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.39%

-56.78%

+22.39%

Max Drawdown (1Y)

Largest decline over 1 year

-11.83%

-9.10%

-2.73%

Max Drawdown (3Y)

Largest decline over 3 years

-22.80%

-18.90%

-3.90%

Max Drawdown (5Y)

Largest decline over 5 years

-34.39%

-25.43%

-8.96%

Max Drawdown (10Y)

Largest decline over 10 years

-34.39%

-33.92%

-0.47%

Current Drawdown

Current decline from peak

-0.13%

0.00%

-0.13%

Average Drawdown

Average peak-to-trough decline

-6.45%

-10.72%

+4.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.74%

1.97%

+0.77%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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