Fidelity Advisor Women's Leadership Fund Class M (FWOEX)

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

Fidelity Advisor Women's Leadership Fund Class M (FWOEX) has returned -7.64% so far this year and 17.31% over the past 12 months.

Based on dividend-adjusted daily data since May 21, 2019, FWOEX's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, your investment would double in approximately 6.2 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +14.0%, while the worst month was Mar 2020 at -16.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FWOEX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +9.9%, while the worst single day was Mar 16, 2020 at -13.0%.

Fidelity Advisor Women's Leadership Fund Class M has an annualized alpha of -1.85%, beta of 1.00, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since May 22, 2019.

• This fund participated in 109.07% of S&P 500 Index downside but only 100.78% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.00 and R² of 0.94, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FWOEX has a high expense ratio of 1.35%, indicating above-average management fees.

FWOEX ranks 49 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Fidelity Advisor Women's Leadership Fund Class M (FWOEX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Advisor Women's Leadership Fund Class M provided a 5.82% dividend yield over the last twelve months, with an annual payout of $1.01 per share.

The table displays the monthly dividend distributions for Fidelity Advisor Women's Leadership Fund Class M. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Fidelity Advisor Women's Leadership Fund Class M. 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 Women's Leadership Fund Class M was 36.54%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.

The current Fidelity Advisor Women's Leadership Fund Class M drawdown is 10.34%.

The chart below shows the rolling one-month volatility.