FIFWX
Fidelity Adv Founders-Z
$20.02
-0.08 (-0.40%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Growth |
---|---|
Market Cap | 140.651M |
52 Week High | 21.34 |
52 Week Low | 14.757 |
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Key Data
Symbol | FIFWX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 20.02 |
Price Yesterday | 20.1 |
Market Cap | 140.65 |
YTD Return | 9.34% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0075 |
Overview
52 Week High | 21.34 |
---|---|
52 Week Low | 14.76 |
Market Cap | 140.65M |
Shares Outstanding | 7.03M |
Income Dividend Yield | 0.20% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.20% |
Returns Annualized
One Day | -63.43% |
---|---|
Five Days | -93.11% |
One Months | -35.84% |
Three Months | 41.42% |
Six Months | 57.89% |
Nine Months | 19.46% |
One Year | 31.61% |
Three Years | 5.20% |
Five Years | 15.98% |
Ten Years | -999 |
YTD | 35.03% |
Since Inception | 16.34% |
Returns Total
One Day | -0.40% |
---|---|
Five Days | -5.16% |
One Month | -3.80% |
Three Months | 9.04% |
Six Months | 25.40% |
Nine Months | 14.33% |
One Year | 31.57% |
Three Years | 16.41% |
Five Years | 109.48% |
Ten Years | -999 |
YTD | 9.34% |
Since Inception | 117.99% |
Yearly Returns
2024 | 9.34% |
---|---|
2023 | 34.14% |
2022 | -26.53% |
2021 | 19.09% |
2020 | 47.37% |
2019 | 15.28% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | 3.14% |
---|---|
Beta | 1.35 |
Correlation | 98.44% |
Downside Deviation | 3.86% |
Coefficient of determination | 96.90% |
Standard Deviation | 4.65% |
Sharpe Ratio | 0.56 |
Sortino | 2.35 |
Treynor | 19.48 |
Ulcer Index | 4.12 |
Ulcer Performance Index | 2.2 |