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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 25.30%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

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

Risk Statistics

3 Years 5 Years 10 Years
FWOMXCategory AverageFWOMXCategory AverageFWOMXCategory Average
Alpha -4.67 -0.01 -4.59 -0.01 -- -0.01
BETA 1.07 0.01 1.08 0.01 -- 0.01
Mean Annual Return 0.49 0.01 1.27 0.01 -- 0.01
R-squared 95.07 0.94 94.41 0.95 -- 0.95
Standard Deviation 18.9 0.17 18.76 0.19 -- 0.15
Sharpe Ratio 0.07 0 0.66 0.01 -- 0.01
Treynor Ratio -0.36 0.03 10.75 0.1 -- 0.1

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