Fidelity Women's Leadership Fund (FWOMX)
The investment seeks long-term growth of capital. The fund Normally invests at least 80% of assets in equity securities of companies that prioritize and advance women's leadership and development. Such companies include those that, at the time of initial purchase, include a woman as a member of the senior management team, are governed by a board for which women represent at least one third of all directors, or in the Adviser's opinion, have adopted policies designed to attract, retain and promote women. It invests in securities of domestic and foreign issuers.
Fund Info
US31641Q6641
31641Q664
May 1, 2019
$0
Large-Cap
Blend
Expense Ratio
FWOMX features an expense ratio of 0.90%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Women's Leadership Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Women's Leadership Fund had a return of 3.18% year-to-date (YTD) and 12.52% in the last 12 months.
FWOMX
3.18%
-0.90%
4.99%
12.52%
9.19%
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of FWOMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.77% | 3.18% | |||||||||||
| 2024 | -0.20% | 5.46% | 4.37% | -5.02% | 3.72% | 0.80% | 1.69% | 1.36% | 2.22% | -2.75% | 5.59% | -4.99% | 12.13% |
| 2023 | 8.23% | -1.97% | 0.97% | -0.66% | -0.52% | 6.54% | 2.95% | -2.18% | -6.21% | -2.97% | 9.96% | 6.57% | 21.12% |
| 2022 | -8.64% | -2.21% | 1.90% | -8.45% | -0.38% | -8.05% | 9.58% | -4.37% | -9.38% | 9.91% | 6.65% | -5.66% | -19.82% |
| 2021 | -0.51% | 3.76% | 3.76% | 4.72% | -0.33% | 1.88% | 0.90% | 2.61% | -5.28% | 6.89% | -3.32% | 0.78% | 16.34% |
| 2020 | 1.37% | -7.50% | -16.02% | 14.07% | 7.85% | 2.42% | 5.82% | 6.20% | -2.63% | -2.45% | 12.55% | 5.10% | 25.30% |
| 2019 | -3.05% | 6.40% | 2.56% | -2.02% | 0.10% | 0.98% | 3.59% | 2.63% | 11.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FWOMX is 53, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Women's Leadership Fund (FWOMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Women's Leadership Fund provided a 0.44% dividend yield over the last twelve months, with an annual payout of $0.08 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.08 | $0.08 | $0.09 | $0.08 | $0.02 | $0.03 | $0.03 |
Dividend yield | 0.44% | 0.46% | 0.57% | 0.62% | 0.13% | 0.21% | 0.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Women's Leadership Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.08 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.09 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.02 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.03 |
| 2019 | $0.03 | $0.03 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Women's Leadership 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 Women's Leadership Fund was 36.47%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current Fidelity Women's Leadership Fund drawdown is 3.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.47% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -31.08% | Nov 9, 2021 | 225 | Sep 30, 2022 | 369 | Mar 21, 2024 | 594 |
| -9.21% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -8.37% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -7.89% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
Volatility
Volatility Chart
The current Fidelity Women's Leadership Fund volatility is 2.90%, 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.