FWMNX vs. SGOIX
Compare and contrast key facts about Fidelity Advisor Women's Leadership Fund Class I (FWMNX) and First Eagle Overseas Fund Class I (SGOIX).
FWMNX is managed by Fidelity. It was launched on May 1, 2019. SGOIX is managed by First Eagle.
Performance
FWMNX vs. SGOIX - Performance Comparison
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FWMNX vs. SGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FWMNX Fidelity Advisor Women's Leadership Fund Class I | -7.51% | 19.13% | 11.74% | 21.18% | -19.76% | 19.59% | 25.28% | 11.17% |
SGOIX First Eagle Overseas Fund Class I | 1.44% | 39.06% | 6.45% | 10.73% | -7.86% | 5.25% | 7.25% | 9.52% |
Returns By Period
In the year-to-date period, FWMNX achieves a -7.51% return, which is significantly lower than SGOIX's 1.44% return.
FWMNX
- 1D
- -0.85%
- 1M
- -9.04%
- YTD
- -7.51%
- 6M
- -2.53%
- 1Y
- 17.96%
- 3Y*
- 11.67%
- 5Y*
- 5.96%
- 10Y*
- —
SGOIX
- 1D
- 0.19%
- 1M
- -10.98%
- YTD
- 1.44%
- 6M
- 7.39%
- 1Y
- 27.04%
- 3Y*
- 15.87%
- 5Y*
- 9.77%
- 10Y*
- 8.06%
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FWMNX vs. SGOIX - Expense Ratio Comparison
FWMNX has a 0.81% expense ratio, which is lower than SGOIX's 0.88% expense ratio.
Return for Risk
FWMNX vs. SGOIX — Risk / Return Rank
FWMNX
SGOIX
FWMNX vs. SGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Women's Leadership Fund Class I (FWMNX) and First Eagle Overseas Fund Class I (SGOIX). 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.
| FWMNX | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.97 | -0.98 |
Sortino ratioReturn per unit of downside risk | 1.47 | 2.51 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.39 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 2.25 | -1.03 |
Martin ratioReturn relative to average drawdown | 5.74 | 9.52 | -3.78 |
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
| FWMNX | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.97 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.84 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.87 | -0.35 |
Correlation
The correlation between FWMNX and SGOIX is 0.71, 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
FWMNX vs. SGOIX - Dividend Comparison
FWMNX's dividend yield for the trailing twelve months is around 6.19%, less than SGOIX's 8.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWMNX Fidelity Advisor Women's Leadership Fund Class I | 6.19% | 5.73% | 0.08% | 0.66% | 0.70% | 2.78% | 0.26% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% |
SGOIX First Eagle Overseas Fund Class I | 8.33% | 8.45% | 8.49% | 2.45% | 3.81% | 5.92% | 0.47% | 5.70% | 3.36% | 3.59% | 3.80% | 1.58% |
Drawdowns
FWMNX vs. SGOIX - Drawdown Comparison
The maximum FWMNX drawdown since its inception was -36.47%, roughly equal to the maximum SGOIX drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for FWMNX and SGOIX.
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Drawdown Indicators
| FWMNX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.47% | -35.54% | -0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.05% | -11.35% | -1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -29.96% | -21.39% | -8.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.79% | — |
Current DrawdownCurrent decline from peak | -10.30% | -10.98% | +0.68% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -4.57% | -3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.68% | +0.09% |
Volatility
FWMNX vs. SGOIX - Volatility Comparison
The current volatility for Fidelity Advisor Women's Leadership Fund Class I (FWMNX) is 4.85%, while First Eagle Overseas Fund Class I (SGOIX) has a volatility of 5.81%. This indicates that FWMNX experiences smaller price fluctuations and is considered to be less risky than SGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FWMNX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 5.81% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 9.60% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.43% | 13.48% | +4.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 11.73% | +5.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 11.34% | +9.28% |