FWCFX vs. ARTHX
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class C (FWCFX) and Artisan Global Equity Fund (ARTHX).
FWCFX is managed by Fidelity. It was launched on Feb 19, 2009. ARTHX is managed by Artisan. It was launched on Mar 28, 2010.
Performance
FWCFX vs. ARTHX - Performance Comparison
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FWCFX vs. ARTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWCFX Fidelity Advisor Worldwide Fund Class C | -3.30% | 14.91% | 47.60% | 23.61% | -26.54% | 17.21% | 29.53% | 27.53% | -5.55% | 28.20% |
ARTHX Artisan Global Equity Fund | 1.43% | 45.58% | 16.80% | 11.89% | -20.62% | 4.95% | 29.46% | 31.13% | -3.75% | 31.35% |
Returns By Period
In the year-to-date period, FWCFX achieves a -3.30% return, which is significantly lower than ARTHX's 1.43% return. Both investments have delivered pretty close results over the past 10 years, with FWCFX having a 13.46% annualized return and ARTHX not far ahead at 13.54%.
FWCFX
- 1D
- 4.05%
- 1M
- -6.11%
- YTD
- -3.30%
- 6M
- -2.39%
- 1Y
- 20.46%
- 3Y*
- 23.90%
- 5Y*
- 11.03%
- 10Y*
- 13.46%
ARTHX
- 1D
- 1.11%
- 1M
- -7.91%
- YTD
- 1.43%
- 6M
- 2.50%
- 1Y
- 36.60%
- 3Y*
- 22.55%
- 5Y*
- 9.80%
- 10Y*
- 13.54%
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FWCFX vs. ARTHX - Expense Ratio Comparison
FWCFX has a 2.08% expense ratio, which is higher than ARTHX's 1.28% expense ratio.
Return for Risk
FWCFX vs. ARTHX — Risk / Return Rank
FWCFX
ARTHX
FWCFX vs. ARTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class C (FWCFX) and Artisan Global Equity Fund (ARTHX). 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.
| FWCFX | ARTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 2.35 | -1.29 |
Sortino ratioReturn per unit of downside risk | 1.55 | 3.00 | -1.45 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.46 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 3.28 | -1.53 |
Martin ratioReturn relative to average drawdown | 6.71 | 14.04 | -7.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FWCFX | ARTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 2.35 | -1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.56 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.72 | -0.02 |
Correlation
The correlation between FWCFX and ARTHX is 0.88, 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
FWCFX vs. ARTHX - Dividend Comparison
FWCFX's dividend yield for the trailing twelve months is around 12.54%, less than ARTHX's 23.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWCFX Fidelity Advisor Worldwide Fund Class C | 12.54% | 12.12% | 29.90% | 0.00% | 5.87% | 12.44% | 7.99% | 4.46% | 9.67% | 6.44% | 0.05% | 3.47% |
ARTHX Artisan Global Equity Fund | 23.06% | 23.39% | 11.32% | 0.89% | 0.88% | 18.02% | 11.98% | 8.76% | 18.13% | 0.66% | 0.00% | 2.17% |
Drawdowns
FWCFX vs. ARTHX - Drawdown Comparison
The maximum FWCFX drawdown since its inception was -34.39%, smaller than the maximum ARTHX drawdown of -37.42%. Use the drawdown chart below to compare losses from any high point for FWCFX and ARTHX.
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Drawdown Indicators
| FWCFX | ARTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -37.42% | +3.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -10.30% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -34.39% | -37.42% | +3.03% |
Max Drawdown (10Y)Largest decline over 10 years | -34.39% | -37.42% | +3.03% |
Current DrawdownCurrent decline from peak | -8.27% | -9.16% | +0.89% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -7.19% | +0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 2.44% | +0.64% |
Volatility
FWCFX vs. ARTHX - Volatility Comparison
Fidelity Advisor Worldwide Fund Class C (FWCFX) has a higher volatility of 8.20% compared to Artisan Global Equity Fund (ARTHX) at 6.09%. This indicates that FWCFX's price experiences larger fluctuations and is considered to be riskier than ARTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FWCFX | ARTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.20% | 6.09% | +2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 13.50% | 10.40% | +3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.31% | 16.18% | +4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.25% | 17.54% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 17.50% | +1.93% |