FWOZX Performance — Fidelity Women's Leadership Fund, Class Z
Data updated: 2026-09-23
FWOZX returned +13.78% year to date and +26.08% over one year to Jul 2026. Annualised returns are +17.26% over 3 years and +9.17% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $161, against $153 for the category, and to $126 over one year, against $116. Volatility over the past three years was 15.44% a year. In the 12 months to Jul 2026 the fund took in a net $5.9M, and assets reached $180.23M.
FWOZX Growth of $100
What $100 invested in Fidelity Women's Leadership Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | FWOZX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $126 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $161 | $153 |
| 5 years (Aug 2021 – Jul 2026) | $155 | $159 |
| Since data start (Aug 2019 – Jul 2026) | $239 | $226 |
FWOZX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.78% |
| 1 year | +26.08% |
| 3 years (annualised) | +17.26% |
| 5 years (annualised) | +9.17% |
FWOZX Annual Returns
Calendar-year total returns of Fidelity Women's Leadership Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +13.78% |
| 2025 | +19.30% |
| 2024 | +13.81% |
| 2023 | +21.39% |
| 2022 | −19.59% |
| 2021 | +19.66% |
| 2020 | +25.55% |
| 2019 (Aug–Dec) | +5.39% |
FWOZX 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 | +1.7% | 0.0% | −5.9% | +12.7% | +6.0% | +0.8% | −1.3% | — | — | — | — | — |
| 2025 | +3.8% | −3.7% | −6.6% | −0.7% | +7.3% | +5.2% | +2.8% | +1.8% | +3.3% | +3.3% | +1.4% | +0.7% |
| 2024 | −0.2% | +5.5% | +4.4% | −5.0% | +3.8% | +0.8% | +1.7% | +1.4% | +2.2% | −2.8% | +5.6% | −3.7% |
| 2023 | +8.2% | −1.8% | +0.9% | −0.7% | −0.5% | +6.6% | +3.0% | −2.2% | −6.2% | −3.0% | +9.9% | +6.6% |
| 2022 | −8.6% | −2.2% | +1.9% | −8.5% | −0.4% | −8.0% | +9.6% | −4.4% | −9.3% | +10.0% | +6.7% | −5.6% |
| 2021 | −0.5% | +3.8% | +3.8% | +4.8% | −0.3% | +3.0% | +1.0% | +2.7% | −5.3% | +6.9% | −3.2% | +2.3% |
| 2020 | +1.5% | −7.6% | −16.0% | +14.2% | +7.8% | +2.4% | +5.8% | +6.2% | −2.5% | −2.4% | +12.6% | +5.1% |
| 2019 | — | — | — | — | — | — | — | −2.0% | +0.1% | +1.1% | +3.6% | +2.6% |
FWOZX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 15.44%
- 3-year Sharpe ratio: 0.83 (vs 4.5% risk-free rate)
- Best month: +12.65% (Apr 2026)
- Worst month: −6.57% (Mar 2025)
FWOZX Fund Flows
Monthly money in and out of Fidelity Women's Leadership Fund, from SEC Form N-PORT.
- 12-month net flow: $5.9M
- 12-month gross sales (incl. reinvestments): $27.9M
- Sales ÷ redemptions: 1.27×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $2.3M | $1.0M | $1.3M |
| Jun 2026 | $6.2M | $2.0M | $4.2M |
| May 2026 | $1.6M | $2.1M | −$529K |
| Apr 2026 | $1.9M | $2.0M | −$55K |
| Mar 2026 | $1.7M | $2.4M | −$715K |
| Feb 2026 | $1.9M | $1.6M | $306K |
| Jan 2026 | $2.5M | $2.2M | $255K |
| Dec 2025 | $5.4M | $1.7M | $3.8M |
| Nov 2025 | $1.1M | $2.0M | −$892K |
| Oct 2025 | $1.2M | $2.7M | −$1.6M |
| Sep 2025 | $1.3M | $1.3M | $8K |
| Aug 2025 | $925K | $1.1M | −$155K |
FWOZX Assets Under Management
Net assets of Fidelity Women's Leadership Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $180.23M |
| 2026-04-30 | $170.48M |
| 2026-01-31 | $161.36M |
| 2025-10-31 | $156.33M |
| 2025-07-31 | $145.61M |
| 2025-04-30 | $132.11M |
| 2025-01-31 | $154.90M |
| 2024-10-31 | $148.53M |
| 2024-07-31 | $154.55M |
| 2024-04-30 | $148.30M |
| 2024-01-31 | $146.10M |
| 2023-10-31 | $134.71M |
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.