FDEQX
Fidelity Disciplined Equity
$66.32
-0.02 (-0.03%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap Growth |
---|---|
Market Cap | 1932.989M |
52 Week High | 66.64 |
52 Week Low | 46.166 |
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Key Data
Symbol | FDEQX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 66.32 |
Price Yesterday | 66.34 |
Market Cap | 1,932.99 |
YTD Return | 13.39% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0048 |
Overview
52 Week High | 66.64 |
---|---|
52 Week Low | 46.17 |
Market Cap | 1,932.99M |
Shares Outstanding | 29.15M |
Income Dividend Yield | 0.32% |
Long Term Dividend Yield | 3.69% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.02% |
Returns Annualized
One Day | -7.32% |
---|---|
Five Days | -21.56% |
One Months | 43.44% |
Three Months | 68.12% |
Six Months | 66.57% |
Nine Months | 35.80% |
One Year | 39.12% |
Three Years | 10.70% |
Five Years | 16.12% |
Ten Years | 11.83% |
YTD | 68.12% |
Since Inception | 10.81% |
Returns Total
One Day | -0.03% |
---|---|
Five Days | -0.48% |
One Month | 2.90% |
Three Months | 13.39% |
Six Months | 28.51% |
Nine Months | 25.47% |
One Year | 38.53% |
Three Years | 35.44% |
Five Years | 110.70% |
Ten Years | 204.91% |
YTD | 13.39% |
Since Inception | 3,609.17% |
Yearly Returns
2024 | 13.39% |
---|---|
2023 | 34.04% |
2022 | -28.04% |
2021 | 27.65% |
2020 | 29.80% |
2019 | 31.95% |
2018 | -10.06% |
2017 | 21.54% |
2016 | 6.24% |
2015 | 0.12% |
Risk against SP-DA
Alpha | 4.61% |
---|---|
Beta | 1.16 |
Correlation | 98.68% |
Downside Deviation | 2.79% |
Coefficient of determination | 97.38% |
Standard Deviation | 3.94% |
Sharpe Ratio | 0.68 |
Sortino | 3.31 |
Treynor | 33.17 |
Ulcer Index | 2.41 |
Ulcer Performance Index | 3.83 |