FNIDX vs. FWWFX
Compare and contrast key facts about Fidelity International Sustainability Index Fd (FNIDX) and Fidelity Worldwide Fund (FWWFX).
FNIDX is managed by Fidelity. It was launched on May 9, 2017. FWWFX is managed by Fidelity. It was launched on May 30, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNIDX or FWWFX.
Performance
FNIDX vs. FWWFX - Performance Comparison
Returns By Period
In the year-to-date period, FNIDX achieves a 6.75% return, which is significantly lower than FWWFX's 29.86% return.
FNIDX
6.75%
-4.22%
0.16%
12.41%
4.75%
N/A
FWWFX
29.86%
0.97%
8.78%
34.91%
14.63%
11.93%
Key characteristics
| FNIDX | FWWFX | |
|---|---|---|
| Sharpe Ratio | 0.91 | 2.17 |
| Sortino Ratio | 1.37 | 2.95 |
| Omega Ratio | 1.17 | 1.39 |
| Calmar Ratio | 0.83 | 2.47 |
| Martin Ratio | 4.26 | 12.75 |
| Ulcer Index | 2.91% | 2.78% |
| Daily Std Dev | 13.62% | 16.34% |
| Max Drawdown | -33.17% | -55.76% |
| Current Drawdown | -8.36% | -1.85% |
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FNIDX vs. FWWFX - Expense Ratio Comparison
FNIDX has a 0.20% expense ratio, which is lower than FWWFX's 1.00% expense ratio.
Correlation
The correlation between FNIDX and FWWFX is 0.83, 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.
Risk-Adjusted Performance
FNIDX vs. FWWFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Sustainability Index Fd (FNIDX) and Fidelity Worldwide Fund (FWWFX). 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
FNIDX vs. FWWFX - Dividend Comparison
FNIDX's dividend yield for the trailing twelve months is around 2.47%, more than FWWFX's 0.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNIDX Fidelity International Sustainability Index Fd | 2.47% | 2.64% | 2.32% | 1.94% | 1.13% | 2.17% | 2.28% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% |
FWWFX Fidelity Worldwide Fund | 0.73% | 0.94% | 0.84% | 0.45% | 0.05% | 0.63% | 0.37% | 0.66% | 0.90% | 4.60% | 11.54% | 8.74% |
Drawdowns
FNIDX vs. FWWFX - Drawdown Comparison
The maximum FNIDX drawdown since its inception was -33.17%, smaller than the maximum FWWFX drawdown of -55.76%. Use the drawdown chart below to compare losses from any high point for FNIDX and FWWFX. For additional features, visit the drawdowns tool.
Volatility
FNIDX vs. FWWFX - Volatility Comparison
The current volatility for Fidelity International Sustainability Index Fd (FNIDX) is 3.65%, while Fidelity Worldwide Fund (FWWFX) has a volatility of 4.48%. This indicates that FNIDX experiences smaller price fluctuations and is considered to be less risky than FWWFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.