PortfoliosLab logoPortfoliosLab logo
FEDAX vs. CNWIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FEDAX vs. CNWIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Emerging Markets Discovery Fund Class A (FEDAX) and Calamos Evolving World Growth Fund Class I (CNWIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FEDAX vs. CNWIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FEDAX
Fidelity Advisor Emerging Markets Discovery Fund Class A
4.10%31.49%-3.90%20.38%-12.13%6.39%16.62%19.32%-19.19%36.46%
CNWIX
Calamos Evolving World Growth Fund Class I
4.79%19.29%14.99%6.60%-24.35%-4.70%54.23%20.76%-17.74%36.97%

Returns By Period

In the year-to-date period, FEDAX achieves a 4.10% return, which is significantly lower than CNWIX's 4.79% return. Over the past 10 years, FEDAX has outperformed CNWIX with an annualized return of 9.23%, while CNWIX has yielded a comparatively lower 8.36% annualized return.


FEDAX

1D
-0.75%
1M
-9.21%
YTD
4.10%
6M
10.12%
1Y
34.84%
3Y*
14.63%
5Y*
7.41%
10Y*
9.23%

CNWIX

1D
-2.00%
1M
-16.05%
YTD
4.79%
6M
3.82%
1Y
27.65%
3Y*
13.45%
5Y*
2.05%
10Y*
8.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


FEDAX vs. CNWIX - Expense Ratio Comparison

FEDAX has a 1.49% expense ratio, which is higher than CNWIX's 1.05% expense ratio.


Return for Risk

FEDAX vs. CNWIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FEDAX
FEDAX Risk / Return Rank: 9494
Overall Rank
FEDAX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
FEDAX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FEDAX Omega Ratio Rank: 9292
Omega Ratio Rank
FEDAX Calmar Ratio Rank: 9494
Calmar Ratio Rank
FEDAX Martin Ratio Rank: 9494
Martin Ratio Rank

CNWIX
CNWIX Risk / Return Rank: 7070
Overall Rank
CNWIX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
CNWIX Sortino Ratio Rank: 7272
Sortino Ratio Rank
CNWIX Omega Ratio Rank: 7070
Omega Ratio Rank
CNWIX Calmar Ratio Rank: 6868
Calmar Ratio Rank
CNWIX Martin Ratio Rank: 6464
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.

FEDAX vs. CNWIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Emerging Markets Discovery Fund Class A (FEDAX) and Calamos Evolving World Growth Fund Class I (CNWIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FEDAXCNWIXDifference

Sharpe ratio

Return per unit of total volatility

2.36

1.36

+1.00

Sortino ratio

Return per unit of downside risk

2.95

1.78

+1.18

Omega ratio

Gain probability vs. loss probability

1.45

1.26

+0.18

Calmar ratio

Return relative to maximum drawdown

3.15

1.55

+1.60

Martin ratio

Return relative to average drawdown

12.43

6.05

+6.39

FEDAX vs. CNWIX - Sharpe Ratio Comparison

The current FEDAX Sharpe Ratio is 2.36, which is higher than the CNWIX Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of FEDAX and CNWIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FEDAXCNWIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.36

1.36

+1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.12

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.35

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.27

+0.23

Correlation

The correlation between FEDAX and CNWIX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FEDAX vs. CNWIX - Dividend Comparison

FEDAX's dividend yield for the trailing twelve months is around 4.39%, more than CNWIX's 0.06% yield.


TTM20252024202320222021202020192018201720162015
FEDAX
Fidelity Advisor Emerging Markets Discovery Fund Class A
4.39%4.57%3.79%1.85%1.41%11.64%0.31%0.74%1.54%1.50%1.13%0.52%
CNWIX
Calamos Evolving World Growth Fund Class I
0.06%0.06%0.00%0.54%0.97%2.79%2.01%1.04%0.00%0.42%0.00%0.38%

Drawdowns

FEDAX vs. CNWIX - Drawdown Comparison

The maximum FEDAX drawdown since its inception was -43.35%, roughly equal to the maximum CNWIX drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for FEDAX and CNWIX.


Loading graphics...

Drawdown Indicators


FEDAXCNWIXDifference

Max Drawdown

Largest peak-to-trough decline

-43.35%

-43.57%

+0.22%

Max Drawdown (1Y)

Largest decline over 1 year

-9.95%

-16.28%

+6.33%

Max Drawdown (5Y)

Largest decline over 5 years

-27.68%

-37.47%

+9.79%

Max Drawdown (10Y)

Largest decline over 10 years

-43.35%

-43.57%

+0.22%

Current Drawdown

Current decline from peak

-9.58%

-16.28%

+6.70%

Average Drawdown

Average peak-to-trough decline

-9.06%

-16.56%

+7.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.52%

4.17%

-1.65%

Volatility

FEDAX vs. CNWIX - Volatility Comparison

The current volatility for Fidelity Advisor Emerging Markets Discovery Fund Class A (FEDAX) is 6.48%, while Calamos Evolving World Growth Fund Class I (CNWIX) has a volatility of 10.65%. This indicates that FEDAX experiences smaller price fluctuations and is considered to be less risky than CNWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FEDAXCNWIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.48%

10.65%

-4.17%

Volatility (6M)

Calculated over the trailing 6-month period

9.76%

16.88%

-7.12%

Volatility (1Y)

Calculated over the trailing 1-year period

14.38%

20.17%

-5.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.98%

17.53%

-3.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.67%

24.07%

-8.40%