FLVCX
Fidelity Leveraged Company Stock
$40.21
0.02 (0.05%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap |
---|---|
Market Cap | 2319.727M |
52 Week High | 40.37 |
52 Week Low | 28.537 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | FLVCX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 40.21 |
Price Yesterday | 40.19 |
Market Cap | 2,319.73 |
YTD Return | 15.31% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0075 |
Overview
52 Week High | 40.37 |
---|---|
52 Week Low | 28.54 |
Market Cap | 2,319.73M |
Shares Outstanding | 57.69M |
Income Dividend Yield | 0.53% |
Long Term Dividend Yield | 10.03% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 10.57% |
Returns Annualized
One Day | 13.37% |
---|---|
Five Days | -18.16% |
One Months | 79.35% |
Three Months | 80.26% |
Six Months | 67.55% |
Nine Months | 35.37% |
One Year | 36.06% |
Three Years | 8.82% |
Five Years | 15.33% |
Ten Years | 9.92% |
YTD | 80.26% |
Since Inception | 12.17% |
Returns Total
One Day | 0.05% |
---|---|
Five Days | -0.40% |
One Month | 4.74% |
Three Months | 15.31% |
Six Months | 28.88% |
Nine Months | 25.17% |
One Year | 35.52% |
Three Years | 28.72% |
Five Years | 103.64% |
Ten Years | 156.83% |
YTD | 15.31% |
Since Inception | 1,326.39% |
Yearly Returns
2024 | 15.31% |
---|---|
2023 | 26.11% |
2022 | -23.14% |
2021 | 26.16% |
2020 | 26.74% |
2019 | 35.60% |
2018 | -16.43% |
2017 | 21.03% |
2016 | 7.26% |
2015 | -6.04% |
Risk against SP-DA
Alpha | 0.33% |
---|---|
Beta | 1.2 |
Correlation | 96.09% |
Downside Deviation | 3.04% |
Coefficient of determination | 92.33% |
Standard Deviation | 4.20% |
Sharpe Ratio | 0.43 |
Sortino | 2.03 |
Treynor | 29.46 |
Ulcer Index | 3.71 |
Ulcer Performance Index | 1.67 |