FIFWX Performance — Fidelity Founders Fund, Class Z
Data updated: 2026-09-23
FIFWX returned +8.38% year to date and +12.96% over one year to Jul 2026. Annualised returns are +20.42% over 3 years and +11.64% over 5 years. The fund beat its US Large Growth category average: $100 invested three years ago grew to $175, against $166 for the category, and to $113 over one year, against $111. Volatility over the past three years was 17.50% a year. In the 12 months to Jul 2026 the fund lost a net $15.4M, and assets reached $214.98M.
FIFWX Growth of $100
What $100 invested in Fidelity Founders Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | FIFWX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $113 | $111 |
| 3 years (Aug 2023 – Jul 2026) | $175 | $166 |
| 5 years (Aug 2021 – Jul 2026) | $173 | $158 |
| Since data start (Aug 2019 – Jul 2026) | $305 | $261 |
FIFWX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.38% |
| 1 year | +12.96% |
| 3 years (annualised) | +20.42% |
| 5 years (annualised) | +11.64% |
FIFWX Annual Returns
Calendar-year total returns of Fidelity Founders Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +8.38% |
| 2025 | +16.49% |
| 2024 | +32.21% |
| 2023 | +34.14% |
| 2022 | −26.53% |
| 2021 | +19.10% |
| 2020 | +47.39% |
| 2019 (Aug–Dec) | +5.52% |
FIFWX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | −0.6% | −6.9% | +10.4% | +6.6% | −1.7% | +0.7% | — | — | — | — | — |
| 2025 | +5.7% | −5.1% | −7.6% | +0.8% | +8.7% | +6.8% | +3.1% | +1.0% | +4.0% | −0.3% | −0.9% | +0.5% |
| 2024 | +2.8% | +9.2% | +3.2% | −6.5% | +4.6% | +4.6% | −0.1% | +1.7% | +3.5% | +0.5% | +8.7% | −2.9% |
| 2023 | +10.2% | −3.5% | +4.0% | +0.5% | +2.7% | +7.0% | +5.0% | −3.1% | −5.7% | −3.4% | +12.5% | +5.3% |
| 2022 | −8.0% | −2.1% | +2.6% | −10.3% | +0.6% | −10.2% | +9.6% | −4.2% | −8.7% | +5.4% | +3.4% | −6.2% |
| 2021 | +0.2% | +4.1% | −0.7% | +6.5% | −1.3% | +3.2% | +0.6% | +3.6% | −3.4% | +7.6% | −2.3% | +0.2% |
| 2020 | +3.4% | −5.0% | −10.5% | +16.7% | +9.3% | +5.8% | +6.4% | +7.9% | −2.1% | −1.7% | +8.8% | +3.5% |
| 2019 | — | — | — | — | — | — | — | −0.6% | −2.9% | +1.6% | +4.6% | +2.9% |
FIFWX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 17.50%
- 3-year Sharpe ratio: 0.91 (vs 4.5% risk-free rate)
- Best month: +12.46% (Nov 2023)
- Worst month: −7.64% (Mar 2025)
FIFWX Fund Flows
Monthly money in and out of Fidelity Founders Fund, from SEC Form N-PORT.
- 12-month net flow: −$15.4M
- 12-month gross sales (incl. reinvestments): $84.5M
- Sales ÷ redemptions: 0.85×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $2.3M | $3.9M | −$1.6M |
| Jun 2026 | $7.0M | $4.0M | $3.0M |
| May 2026 | $2.0M | $6.8M | −$4.8M |
| Apr 2026 | $2.1M | $5.0M | −$2.9M |
| Mar 2026 | $1.4M | $4.3M | −$2.9M |
| Feb 2026 | $2.0M | $5.1M | −$3.0M |
| Jan 2026 | $3.3M | $5.8M | −$2.4M |
| Dec 2025 | $2.5M | $4.1M | −$1.6M |
| Nov 2025 | $2.2M | $3.7M | −$1.5M |
| Oct 2025 | $4.5M | $6.3M | −$1.8M |
| Sep 2025 | $50.6M | $46.8M | $3.8M |
| Aug 2025 | $4.7M | $4.3M | $403K |
FIFWX Assets Under Management
Net assets of Fidelity Founders Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $214.98M |
| 2026-04-30 | $212.18M |
| 2026-01-31 | $216.90M |
| 2025-10-31 | $222.22M |
| 2025-07-31 | $210.71M |
| 2025-04-30 | $175.43M |
| 2025-01-31 | $199.32M |
| 2024-10-31 | $163.10M |
| 2024-07-31 | $152.92M |
| 2024-04-30 | $135.86M |
| 2024-01-31 | $120.49M |
| 2023-10-31 | $98.02M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.