FKMCX vs. ACWL.L

In the year-to-date period, FKMCX achieves a -7.20% return, which is significantly higher than ACWL.L's -8.04% return. Over the past 10 years, FKMCX has underperformed ACWL.L with an annualized return of 1.59%, while ACWL.L has yielded a comparatively higher 29.96% annualized return.

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FKMCX has a 0.76% expense ratio, which is higher than ACWL.L's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Lyxor MSCI All Country World UCITS ETF (ACWL.L). 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 FKMCX Sharpe Ratio is -0.26, which is lower than the ACWL.L Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of FKMCX and ACWL.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKMCX's dividend yield for the trailing twelve months is around 0.78%, while ACWL.L has not paid dividends to shareholders.

The maximum FKMCX drawdown since its inception was -59.55%, which is greater than ACWL.L's maximum drawdown of -18.21%. Use the drawdown chart below to compare losses from any high point for FKMCX and ACWL.L. For additional features, visit the drawdowns tool.

Fidelity Mid-Cap Stock Fund Class K (FKMCX) has a higher volatility of 13.72% compared to Lyxor MSCI All Country World UCITS ETF (ACWL.L) at 11.63%. This indicates that FKMCX's price experiences larger fluctuations and is considered to be riskier than ACWL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.