FIFVX vs. HAWX

In the year-to-date period, FIFVX achieves a 1.54% return, which is significantly lower than HAWX's 7.18% return.

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FIFVX has a 0.85% expense ratio, which is higher than HAWX's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Founders Fund Class I (FIFVX) and iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX). 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.

The current FIFVX Sharpe Ratio is 0.76, which is comparable to the HAWX Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of FIFVX and HAWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIFVX's dividend yield for the trailing twelve months is around 3.11%, which matches HAWX's 3.09% yield.

The maximum FIFVX drawdown since its inception was -32.48%, which is greater than HAWX's maximum drawdown of -30.64%. Use the drawdown chart below to compare losses from any high point for FIFVX and HAWX.

Fidelity Advisor Founders Fund Class I (FIFVX) has a higher volatility of 5.35% compared to iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX) at 3.36%. This indicates that FIFVX's price experiences larger fluctuations and is considered to be riskier than HAWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.