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Nasdaq - Delayed Quote USD

Fidelity Women's Leadership (FWOMX)

15.09
+0.13
+(0.87%)
At close: 6:49:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -13.42%
5y Average Return 11.00%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 10, 2025) 25.30%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 25.30%
Worst 3Y Total Return 3.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FWOMX
Category
YTD
-6.65%
5.31%
1-Month
-6.65%
-4.19%
3-Month
-6.65%
3.90%
1-Year
-3.38%
20.31%
3-Year
4.23%
6.48%
5-Year
14.39%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
13.12%
25.56%
Last Bear Market
-16.14%
-15.11%

Annual Total Return (%) History

Year
FWOMX
Category
2025
--
--
2024
13.70%
--
2023
21.12%
22.32%
2022
-19.81%
-16.96%
2021
19.42%
26.07%
2020
25.30%
15.83%
2019
--
28.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.65% -- -- --
2024 9.86% -0.71% 5.36% -1.07%
2023 7.12% 5.28% -5.55% 13.70%
2022 -8.95% -16.14% -5.04% 10.59%
2021 7.11% 7.54% -1.93% 5.72%
2020 -21.25% 26.00% 9.43% 15.40%
2019 0.59% 7.35% -- --

Rank in Category (By Total Return)

YTD 92
1-Month 89
3-Month 92
1-Year 98
3-Year 94
5-Year 92

Load Adjusted Returns

1-Year -3.38%
3-Year 4.23%
5-Year 14.39%
10-Year --

Performance & Risk

YTD Return -13.42%
5y Average Return 11.00%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 135.11M
YTD Return -6.65%
Yield 0.48%
Morningstar Rating
Inception Date May 01, 2019

Fund Summary

The fund Normally invests at least 80% of assets in equity securities of companies that prioritize and advance women's leadership and development. Such companies include those that, at the time of initial purchase, include a woman as a member of the senior management team, are governed by a board for which women represent at least one third of all directors, or in the Adviser's opinion, have adopted policies designed to attract, retain and promote women. It invests in securities of domestic and foreign issuers.

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