EQPGX
Fidelity Adv Equity Growth-I
$21.99
-0.08 (-0.36%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Growth |
---|---|
Market Cap | 9576.865M |
52 Week High | 23.09 |
52 Week Low | 15.674 |
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Key Data
Symbol | EQPGX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 21.99 |
Price Yesterday | 22.07 |
Market Cap | 9,576.87 |
YTD Return | 11.00% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0071 |
Overview
52 Week High | 23.09 |
---|---|
52 Week Low | 15.67 |
Market Cap | 9,576.87M |
Shares Outstanding | 435.51M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.44% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.44% |
Returns Annualized
One Day | -59.99% |
---|---|
Five Days | -16.74% |
One Months | -42.86% |
Three Months | 27.14% |
Six Months | 60.09% |
Nine Months | 27.79% |
One Year | 37.63% |
Three Years | 8.50% |
Five Years | 17.47% |
Ten Years | 15.65% |
YTD | 39.56% |
Since Inception | 13.16% |
Returns Total
One Day | -0.36% |
---|---|
Five Days | -0.36% |
One Month | -4.76% |
Three Months | 6.18% |
Six Months | 26.26% |
Nine Months | 20.29% |
One Year | 37.58% |
Three Years | 27.65% |
Five Years | 123.34% |
Ten Years | 326.58% |
YTD | 11.00% |
Since Inception | 8,044.44% |
Yearly Returns
2024 | 11.00% |
---|---|
2023 | 35.60% |
2022 | -24.44% |
2021 | 23.00% |
2020 | 43.84% |
2019 | 34.00% |
2018 | -0.20% |
2017 | 35.19% |
2016 | 0.57% |
2015 | 7.03% |
Risk against SP-DA
Alpha | 9.12% |
---|---|
Beta | 1.21 |
Correlation | 94.73% |
Downside Deviation | 3.12% |
Coefficient of determination | 89.74% |
Standard Deviation | 4.37% |
Sharpe Ratio | 0.86 |
Sortino | 4.2 |
Treynor | 26.71 |
Ulcer Index | 3.02 |
Ulcer Performance Index | 4.34 |