FWIFX vs. LAZ
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class I (FWIFX) and Lazard Ltd (LAZ).
FWIFX is managed by Fidelity. It was launched on Feb 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FWIFX or LAZ.
Correlation
The correlation between FWIFX and LAZ is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FWIFX vs. LAZ - Performance Comparison
Key characteristics
FWIFX:
0.81
LAZ:
1.11
FWIFX:
1.08
LAZ:
1.95
FWIFX:
1.18
LAZ:
1.22
FWIFX:
0.71
LAZ:
1.64
FWIFX:
3.15
LAZ:
5.45
FWIFX:
5.36%
LAZ:
7.30%
FWIFX:
20.80%
LAZ:
35.71%
FWIFX:
-41.13%
LAZ:
-62.72%
FWIFX:
-13.76%
LAZ:
-15.44%
Returns By Period
In the year-to-date period, FWIFX achieves a 3.36% return, which is significantly higher than LAZ's -0.64% return. Over the past 10 years, FWIFX has underperformed LAZ with an annualized return of 5.79%, while LAZ has yielded a comparatively higher 6.70% annualized return.
FWIFX
3.36%
2.35%
-5.68%
14.47%
4.76%
5.79%
LAZ
-0.64%
-1.71%
19.32%
38.19%
8.99%
6.70%
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Risk-Adjusted Performance
FWIFX vs. LAZ — Risk-Adjusted Performance Rank
FWIFX
LAZ
FWIFX vs. LAZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class I (FWIFX) and Lazard Ltd (LAZ). 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
FWIFX vs. LAZ - Dividend Comparison
FWIFX's dividend yield for the trailing twelve months is around 0.86%, less than LAZ's 3.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWIFX Fidelity Advisor Worldwide Fund Class I | 0.86% | 0.89% | 0.93% | 0.74% | 0.44% | 0.07% | 0.66% | 0.40% | 0.67% | 0.85% | 4.38% | 11.54% |
LAZ Lazard Ltd | 3.91% | 3.89% | 5.75% | 5.60% | 4.31% | 4.44% | 4.78% | 8.21% | 5.35% | 6.55% | 5.22% | 2.40% |
Drawdowns
FWIFX vs. LAZ - Drawdown Comparison
The maximum FWIFX drawdown since its inception was -41.13%, smaller than the maximum LAZ drawdown of -62.72%. Use the drawdown chart below to compare losses from any high point for FWIFX and LAZ. For additional features, visit the drawdowns tool.
Volatility
FWIFX vs. LAZ - Volatility Comparison
The current volatility for Fidelity Advisor Worldwide Fund Class I (FWIFX) is 5.99%, while Lazard Ltd (LAZ) has a volatility of 11.65%. This indicates that FWIFX experiences smaller price fluctuations and is considered to be less risky than LAZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.