Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIFWX (Fidelity Advisor Founders Fund Class Z) | 4.09% | 16.15% | 21.70% | 11.28% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIFWX (Fidelity Advisor Founders Fund Class Z) | 02/25/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.85 | 16.15 | 21.70 | 11.28 | NA | NA | NA | … | … | 4.09 | 15.20 | 32.26 | 34.14 | -26.58 | 19.13 | 47.37 | 13.92 |
| Sharpe Ratio | NA | 1.09 | 1.02 | 0.43 | NA | NA | NA | … | … | 0.56 | 0.55 | 1.64 | 1.84 | -0.97 | 1.02 | 1.41 | 1.01 |
| Standard Deviation(%) | NA | 15.17 | 19.01 | 21.06 | NA | NA | NA | … | … | 17.79 | 22.89 | 17.51 | 16.77 | 28.85 | 18.72 | 33.19 | 14.98 |
| Draw Down(%) | NA | 12.23 | 23.27 | 32.44 | NA | NA | NA | … | … | 12.23 | 23.27 | 10.92 | 13.22 | 28.61 | 9.58 | 29.84 | 8.83 |
| Yield(%) | 0.00 | 2.60 | 2.89 | 2.41 | 2.94 | 1.96 | 1.47 | … | … | 0.00 | 2.70 | 4.10 | 0.29 | 1.88 | 7.21 | 0.00 | 0.10 |
Data as of 06/10/2026, Common starting date is 02/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFWX (Fidelity Advisor Founders Fund Class Z) |
3.69%
Oct 2020 – Oct 2023 |
10.20%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFWX (Fidelity Advisor Founders Fund Class Z) |
28.64%
Sep 2022 – Sep 2025 |
19.36%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart