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Fidelity Founders Z (FIFWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.74+0.23 (+1.07%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.73%
5-Year Average Return17.14%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jun 24, 2024)47.37%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return47.37%
Worst 3-Yr Total Return5.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIFWXCategory
YTD13.27%12.38%
1-Month4.59%5.09%
3-Month0.88%10.28%
1-Year33.07%41.70%
3-Year6.90%22.56%
5-Year17.23%21.98%
10-Year0.00%15.99%
Last Bull Market37.23%25.99%
Last Bear Market-18.98%-17.29%

Annual Total Return (%) History

Year
FIFWXCategory
2024
N/AN/A
2023
34.14%N/A
2022
-26.53%N/A
2021
19.09%N/A
2020
47.37%35.86%
2019
N/A31.90%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.84%N/AN/AN/A
202310.67%10.37%-4.07%14.48%
2022-7.49%-18.98%-4.13%2.24%
20213.51%8.51%0.65%5.34%
2020-12.14%34.90%12.35%10.67%
20194.39%-2.84%9.42%N/A

Rank In Category (By Total Return)

YTD41
1-Month64
3-Month73
1-Year41
3-Year52
5-Year26

Load Adjusted Returns

1-Year33.07%
3-Year6.90%
5-Year17.23%
10-YearN/A