FIFVX vs. HAWX
Compare and contrast key facts about Fidelity Advisor Founders Fund Class I (FIFVX) and iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX).
FIFVX is managed by Fidelity. It was launched on Feb 14, 2019. HAWX is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA 100% Hedged to USD. It was launched on Jun 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIFVX or HAWX.
Correlation
The correlation between FIFVX and HAWX is 0.76, 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.
Performance
FIFVX vs. HAWX - Performance Comparison
Key characteristics
FIFVX:
1.35
HAWX:
1.65
FIFVX:
1.87
HAWX:
2.22
FIFVX:
1.25
HAWX:
1.30
FIFVX:
2.17
HAWX:
1.94
FIFVX:
7.08
HAWX:
8.57
FIFVX:
3.34%
HAWX:
2.08%
FIFVX:
17.46%
HAWX:
10.79%
FIFVX:
-34.78%
HAWX:
-30.64%
FIFVX:
-1.93%
HAWX:
-0.84%
Returns By Period
In the year-to-date period, FIFVX achieves a 6.76% return, which is significantly higher than HAWX's 5.68% return.
FIFVX
6.76%
3.48%
13.62%
26.39%
14.98%
N/A
HAWX
5.68%
4.10%
8.23%
17.26%
9.35%
N/A
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FIFVX vs. HAWX - Expense Ratio Comparison
FIFVX has a 0.85% expense ratio, which is higher than HAWX's 0.35% expense ratio.
Risk-Adjusted Performance
FIFVX vs. HAWX — Risk-Adjusted Performance Rank
FIFVX
HAWX
FIFVX vs. HAWX - Risk-Adjusted Performance Comparison
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.
Dividends
FIFVX vs. HAWX - Dividend Comparison
FIFVX has not paid dividends to shareholders, while HAWX's dividend yield for the trailing twelve months is around 3.13%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIFVX Fidelity Advisor Founders Fund Class I | 0.00% | 0.00% | 0.15% | 0.73% | 0.26% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% |
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF | 3.13% | 3.31% | 2.95% | 16.94% | 2.63% | 2.00% | 3.22% | 2.51% | 2.40% | 2.49% | 3.86% |
Drawdowns
FIFVX vs. HAWX - Drawdown Comparison
The maximum FIFVX drawdown since its inception was -34.78%, 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. For additional features, visit the drawdowns tool.
Volatility
FIFVX vs. HAWX - Volatility Comparison
Fidelity Advisor Founders Fund Class I (FIFVX) has a higher volatility of 4.82% compared to iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX) at 2.52%. 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.