FDEKX
Fidelity Disciplined Equity-K
$63.74
-0.34 (-0.53%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Growth |
---|---|
Market Cap | 1958.788M |
52 Week High | 66.61 |
52 Week Low | 46.929 |
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Key Data
Symbol | FDEKX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 63.74 |
Price Yesterday | 64.08 |
Market Cap | 1,958.79 |
YTD Return | 9.03% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.004 |
Overview
52 Week High | 66.61 |
---|---|
52 Week Low | 46.93 |
Market Cap | 1,958.79M |
Shares Outstanding | 30.73M |
Income Dividend Yield | 0.41% |
Long Term Dividend Yield | 3.84% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.25% |
Returns Annualized
One Day | -73.87% |
---|---|
Five Days | 18.12% |
One Months | -36.11% |
Three Months | 22.74% |
Six Months | 59.70% |
Nine Months | 23.82% |
One Year | 35.64% |
Three Years | 6.87% |
Five Years | 14.47% |
Ten Years | 11.60% |
YTD | 31.34% |
Since Inception | 8.93% |
Returns Total
One Day | -0.53% |
---|---|
Five Days | 0.33% |
One Month | -3.83% |
Three Months | 5.25% |
Six Months | 26.11% |
Nine Months | 17.46% |
One Year | 35.60% |
Three Years | 22.04% |
Five Years | 96.28% |
Ten Years | 198.87% |
YTD | 9.03% |
Since Inception | 289.89% |
Yearly Returns
2024 | 9.03% |
---|---|
2023 | 34.14% |
2022 | -27.97% |
2021 | 27.74% |
2020 | 29.93% |
2019 | 32.06% |
2018 | -9.96% |
2017 | 21.66% |
2016 | 6.32% |
2015 | 0.25% |
Risk against SP-DA
Alpha | 6.13% |
---|---|
Beta | 1.17 |
Correlation | 98.60% |
Downside Deviation | 2.84% |
Coefficient of determination | 97.22% |
Standard Deviation | 4.04% |
Sharpe Ratio | 0.69 |
Sortino | 3.41 |
Treynor | 25.81 |
Ulcer Index | 2.55 |
Ulcer Performance Index | 3.8 |