Fidelity Women's Leadership Fund (FWOMX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

Fidelity Women's Leadership Fund (FWOMX) has returned -7.51% so far this year and 15.14% over the past 12 months.

Based on dividend-adjusted daily data since May 21, 2019, FWOMX's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, your investment would double in approximately 6.0 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +14.1%, while the worst month was Mar 2020 at -16.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FWOMX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.8%, while the worst single day was Mar 16, 2020 at -13.1%.

Fidelity Women's Leadership Fund has an annualized alpha of -1.52%, 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 109.03% of S&P 500 Index downside but only 102.14% 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.

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

FWOMX ranks 37 for risk / return — below 37% 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.

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

Fidelity Women's Leadership Fund provided a 3.45% dividend yield over the last twelve months, with an annual payout of $0.61 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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 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 10.74%.

The chart below shows the rolling one-month volatility.