FIFOX
Fidelity Adv Founders-A
$19.76
-0.22 (-1.10%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Growth |
---|---|
Market Cap | 140.347M |
52 Week High | 21.11 |
52 Week Low | 14.65 |
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Key Data
Symbol | FIFOX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 19.76 |
Price Yesterday | 19.98 |
Market Cap | 140.35 |
YTD Return | 9.05% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0115 |
Overview
52 Week High | 21.11 |
---|---|
52 Week Low | 14.65 |
Market Cap | 140.35M |
Shares Outstanding | 7.10M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | -93.88% |
---|---|
Five Days | -7.37% |
One Months | -53.13% |
Three Months | 22.85% |
Six Months | 67.13% |
Nine Months | 21.16% |
One Year | 34.92% |
Three Years | 4.89% |
Five Years | 14.82% |
Ten Years | -999 |
YTD | 31.42% |
Since Inception | 15.77% |
Returns Total
One Day | -1.10% |
---|---|
Five Days | -0.15% |
One Month | -6.40% |
Three Months | 5.27% |
Six Months | 28.98% |
Nine Months | 15.56% |
One Year | 34.88% |
Three Years | 15.37% |
Five Years | 99.33% |
Ten Years | -999 |
YTD | 9.05% |
Since Inception | 113.18% |
Yearly Returns
2024 | 9.05% |
---|---|
2023 | 33.53% |
2022 | -26.81% |
2021 | 18.63% |
2020 | 46.72% |
2019 | 14.92% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | 1.82% |
---|---|
Beta | 1.35 |
Correlation | 97.26% |
Downside Deviation | 4.05% |
Coefficient of determination | 94.59% |
Standard Deviation | 4.71% |
Sharpe Ratio | 0.55 |
Sortino | 2.21 |
Treynor | 21.93 |
Ulcer Index | 4.25 |
Ulcer Performance Index | 2.11 |