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Fidelity Worldwide Fund (FWWFX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3159105051

CUSIP

315910505

Issuer

Fidelity

Inception Date

May 30, 1990

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FWWFX has a high expense ratio of 1.00%, indicating higher-than-average management fees.


Expense ratio chart for FWWFX: current value at 1.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.00%

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
FWWFX vs. VT FWWFX vs. FZILX FWWFX vs. FTIHX FWWFX vs. SMCWX FWWFX vs. FNIDX FWWFX vs. FNORX FWWFX vs. FGILX FWWFX vs. VTI FWWFX vs. FSPSX FWWFX vs. FPADX
Popular comparisons:
FWWFX vs. VT FWWFX vs. FZILX FWWFX vs. FTIHX FWWFX vs. SMCWX FWWFX vs. FNIDX FWWFX vs. FNORX FWWFX vs. FGILX FWWFX vs. VTI FWWFX vs. FSPSX FWWFX vs. FPADX

Performance

Performance Chart

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


1,200.00%1,300.00%1,400.00%1,500.00%1,600.00%JulyAugustSeptemberOctoberNovemberDecember
1,172.58%
1,549.90%
FWWFX (Fidelity Worldwide Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Worldwide Fund had a return of 11.86% year-to-date (YTD) and 12.41% in the last 12 months. Over the past 10 years, Fidelity Worldwide Fund had an annualized return of 5.42%, while the S&P 500 had an annualized return of 11.01%, indicating that Fidelity Worldwide Fund did not perform as well as the benchmark.


FWWFX

YTD

11.86%

1M

-12.69%

6M

-9.82%

1Y

12.41%

5Y*

4.79%

10Y*

5.42%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of FWWFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.73%9.32%4.29%-3.84%6.91%0.99%-0.48%2.84%2.61%-1.86%5.10%11.86%
20236.09%-2.47%3.31%1.71%1.61%6.19%2.78%-1.45%-5.62%-2.62%9.76%4.26%24.96%
2022-9.16%-4.38%2.63%-8.40%-0.14%-8.02%7.64%-5.45%-9.66%5.97%6.17%-9.12%-29.48%
2021-2.13%3.82%0.69%5.02%1.36%2.44%0.63%4.58%-4.53%6.15%-1.52%-10.10%5.33%
2020-0.21%-6.08%-11.63%12.01%8.02%4.54%6.29%8.20%-2.52%-4.02%10.57%-3.07%20.82%
20196.88%3.89%2.53%3.91%-5.01%5.51%0.80%-0.91%-1.21%2.59%3.03%-0.14%23.50%
20187.76%-3.65%-1.50%0.81%2.79%-0.14%1.72%3.55%1.29%-9.76%1.15%-14.83%-12.22%
20173.30%2.22%1.91%2.90%3.35%-0.12%3.97%1.70%1.02%3.68%1.48%-5.15%21.85%
2016-6.66%-1.74%5.99%0.97%1.19%-1.63%3.87%-0.18%1.73%-3.50%-0.95%0.56%-0.93%
2015-0.58%6.04%-0.21%0.17%2.04%-0.71%2.39%-7.14%-3.49%5.95%0.65%-0.19%4.29%
2014-1.79%5.71%-3.36%-1.66%2.80%2.44%-3.36%2.26%-2.97%1.63%1.20%-0.45%2.02%
20134.47%0.24%3.00%2.82%0.84%-2.68%6.91%-2.36%6.36%3.33%2.24%4.19%33.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FWWFX is 34, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FWWFX is 3434
Overall Rank
The Sharpe Ratio Rank of FWWFX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of FWWFX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of FWWFX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of FWWFX is 3838
Calmar Ratio Rank
The Martin Ratio Rank of FWWFX is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Worldwide Fund (FWWFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FWWFX, currently valued at 0.63, compared to the broader market-1.000.001.002.003.004.000.631.90
The chart of Sortino ratio for FWWFX, currently valued at 0.87, compared to the broader market-2.000.002.004.006.008.0010.000.872.54
The chart of Omega ratio for FWWFX, currently valued at 1.15, compared to the broader market0.501.001.502.002.503.003.501.151.35
The chart of Calmar ratio for FWWFX, currently valued at 0.51, compared to the broader market0.005.0010.0015.000.512.81
The chart of Martin ratio for FWWFX, currently valued at 3.94, compared to the broader market0.0020.0040.0060.003.9412.39
FWWFX
^GSPC

The current Fidelity Worldwide Fund Sharpe ratio is 0.63. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Worldwide Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.63
1.90
FWWFX (Fidelity Worldwide Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Worldwide Fund provided a 0.04% dividend yield over the last twelve months, with an annual payout of $0.01 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.00$2.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.01$0.29$0.21$0.16$0.02$0.18$0.09$0.17$0.20$1.02$2.57$2.15

Dividend yield

0.04%0.94%0.84%0.45%0.05%0.63%0.37%0.66%0.90%4.60%11.54%8.74%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$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
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.29
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.02
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.09
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.17
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.20
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.02$1.02
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.57$2.57
2013$2.15$2.15

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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-17.08%
-3.58%
FWWFX (Fidelity Worldwide Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Worldwide 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 Worldwide Fund was 55.76%, occurring on Mar 9, 2009. Recovery took 967 trading sessions.

The current Fidelity Worldwide Fund drawdown is 17.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.76%Nov 1, 2007338Mar 9, 2009967Jan 10, 20131305
-41.08%Nov 9, 2021235Oct 14, 2022521Nov 11, 2024756
-37.21%Mar 10, 2000751Mar 12, 2003208Jan 8, 2004959
-31.52%Feb 20, 202023Mar 23, 202070Jul 1, 202093
-31.07%May 6, 1998112Oct 8, 1998276Oct 29, 1999388

Volatility

Volatility Chart

The current Fidelity Worldwide Fund volatility is 13.86%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
13.86%
3.64%
FWWFX (Fidelity Worldwide Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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