FINSX
Fidelity Adv New Insights-I
$38.36
-0.17 (-0.44%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Growth |
---|---|
Market Cap | 20401.421M |
52 Week High | 39.74 |
52 Week Low | 27.252 |
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Key Data
Symbol | FINSX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 38.36 |
Price Yesterday | 38.53 |
Market Cap | 20,401.42 |
YTD Return | 13.40% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0045 |
Overview
52 Week High | 39.74 |
---|---|
52 Week Low | 27.25 |
Market Cap | 20,401.42M |
Shares Outstanding | 531.84M |
Income Dividend Yield | 0.38% |
Long Term Dividend Yield | 4.52% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.89% |
Returns Annualized
One Day | -67.22% |
---|---|
Five Days | 0.00% |
One Months | -32.35% |
Three Months | 39.02% |
Six Months | 58.36% |
Nine Months | 32.00% |
One Year | 38.35% |
Three Years | 8.79% |
Five Years | 13.63% |
Ten Years | 12.58% |
YTD | 49.40% |
Since Inception | 12.35% |
Returns Total
One Day | -0.44% |
---|---|
Five Days | 0.00% |
One Month | -3.35% |
Three Months | 8.58% |
Six Months | 25.59% |
Nine Months | 23.26% |
One Year | 38.31% |
Three Years | 28.67% |
Five Years | 89.24% |
Ten Years | 226.11% |
YTD | 13.40% |
Since Inception | 1,008.67% |
Yearly Returns
2024 | 13.40% |
---|---|
2023 | 36.26% |
2022 | -27.28% |
2021 | 24.62% |
2020 | 23.96% |
2019 | 29.42% |
2018 | -4.17% |
2017 | 28.34% |
2016 | 6.55% |
2015 | 2.65% |
Risk against SP-DA
Alpha | 12.87% |
---|---|
Beta | 1.05 |
Correlation | 93.14% |
Downside Deviation | 2.15% |
Coefficient of determination | 86.76% |
Standard Deviation | 3.86% |
Sharpe Ratio | 1.03 |
Sortino | 6.44 |
Treynor | 31.42 |
Ulcer Index | 1.95 |
Ulcer Performance Index | 7.07 |