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Fidelity Worldwide Fund (FWWFX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3159105051
CUSIP
315910505
Issuer
Fidelity
Inception Date
May 30, 1990
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

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.


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S&P 500 Index

Returns By Period

Fidelity Worldwide Fund (FWWFX) has returned -6.83% so far this year and 17.88% over the past 12 months. Over the last decade, FWWFX has posted an annualized return of 12.39%, slightly higher than the S&P 500 Index benchmark’s 12.16%.


Fidelity Worldwide Fund

1D
-1.26%
1M
-10.36%
YTD
-6.83%
6M
-5.37%
1Y
17.88%
3Y*
17.33%
5Y*
8.22%
10Y*
12.39%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 30, 1990, FWWFX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +12.0%, while the worst month was Aug 1998 at -18.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FWWFX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -11.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.50%0.43%-10.36%-6.83%
20253.65%-3.77%-7.95%0.13%7.03%7.56%3.18%0.74%3.97%2.26%-0.44%-0.24%16.16%
20242.73%9.32%4.29%-3.84%6.91%0.99%-0.48%2.84%2.61%-1.86%5.10%-3.10%27.65%
20236.09%-2.47%3.31%1.71%1.61%6.19%2.78%-1.45%-5.62%-2.63%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%-4.30%-25.74%
2021-2.13%3.82%0.69%5.02%1.36%2.44%0.63%4.58%-4.53%6.15%-1.52%1.13%18.49%

Benchmark Metrics

Fidelity Worldwide Fund has an annualized alpha of 1.79%, beta of 0.84, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since May 31, 1990.


Alpha
1.79%
Beta
0.84
0.79
Upside Capture
98.20%
Downside Capture
96.18%

Expense Ratio

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


Return for Risk

Risk / Return Rank

FWWFX ranks 44 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.


FWWFX Risk / Return Rank: 4444
Overall Rank
FWWFX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
FWWFX Sortino Ratio Rank: 4040
Sortino Ratio Rank
FWWFX Omega Ratio Rank: 3737
Omega Ratio Rank
FWWFX Calmar Ratio Rank: 5252
Calmar Ratio Rank
FWWFX Martin Ratio Rank: 5050
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 Worldwide Fund (FWWFX) and compare them to a chosen benchmark (S&P 500 Index).


FWWFXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.87

0.90

-0.03

Sortino ratio

Return per unit of downside risk

1.29

1.39

-0.10

Omega ratio

Gain probability vs. loss probability

1.18

1.21

-0.03

Calmar ratio

Return relative to maximum drawdown

1.28

1.40

-0.12

Martin ratio

Return relative to average drawdown

5.00

6.61

-1.60

Explore FWWFX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fidelity Worldwide Fund provided a 12.38% dividend yield over the last twelve months, with an annual payout of $4.19 per share.


0.00%5.00%10.00%15.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.19$4.19$5.10$0.29$1.58$4.59$2.77$1.38$2.23$1.65$0.27$0.75

Dividend yield

12.38%11.54%14.64%0.94%6.29%12.76%8.08%4.87%9.63%6.24%1.22%3.38%

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
2026$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$4.19$4.19
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.10$5.10
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$1.58$1.58
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.59$4.59

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 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 56.54%, occurring on Mar 9, 2009. Recovery took 1007 trading sessions.

The current Fidelity Worldwide Fund drawdown is 11.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.54%Nov 1, 2007339Mar 9, 20091007Mar 8, 20131346
-40.5%Mar 10, 2000753Mar 12, 2003433Nov 29, 20041186
-33.72%Nov 9, 2021235Oct 14, 2022339Feb 22, 2024574
-31.52%Feb 20, 202023Mar 23, 202070Jul 1, 202093
-31.07%May 6, 1998109Oct 8, 1998271Nov 4, 1999380

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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