FTRNX
Fidelity Trend
$165.74
-1.35 (-0.81%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Growth |
---|---|
Market Cap | 3285.961M |
52 Week High | 175.82 |
52 Week Low | 117.645 |
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Key Data
Symbol | FTRNX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 165.74 |
Price Yesterday | 167.09 |
Market Cap | 3,285.96 |
YTD Return | 11.58% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0058 |
Overview
52 Week High | 175.82 |
---|---|
52 Week Low | 117.65 |
Market Cap | 3,285.96M |
Shares Outstanding | 19.83M |
Income Dividend Yield | 0.04% |
Long Term Dividend Yield | 4.16% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.21% |
Returns Annualized
One Day | -87.08% |
---|---|
Five Days | -94.44% |
One Months | -28.83% |
Three Months | 46.89% |
Six Months | 62.77% |
Nine Months | 22.69% |
One Year | 36.66% |
Three Years | 7.39% |
Five Years | 17.51% |
Ten Years | 15.23% |
YTD | 44.57% |
Since Inception | 10.89% |
Returns Total
One Day | -0.81% |
---|---|
Five Days | -5.57% |
One Month | -2.92% |
Three Months | 10.08% |
Six Months | 27.31% |
Nine Months | 16.66% |
One Year | 36.62% |
Three Years | 23.83% |
Five Years | 123.56% |
Ten Years | 311.42% |
YTD | 11.58% |
Since Inception | 3,855.61% |
Yearly Returns
2024 | 11.58% |
---|---|
2023 | 44.39% |
2022 | -33.64% |
2021 | 22.86% |
2020 | 47.00% |
2019 | 36.04% |
2018 | -3.07% |
2017 | 29.41% |
2016 | 4.57% |
2015 | 5.32% |
Risk against SP-DA
Alpha | 6.05% |
---|---|
Beta | 1.47 |
Correlation | 96.97% |
Downside Deviation | 3.42% |
Coefficient of determination | 94.04% |
Standard Deviation | 5.16% |
Sharpe Ratio | 0.79 |
Sortino | 4.13 |
Treynor | 21.27 |
Ulcer Index | 4.05 |
Ulcer Performance Index | 3.49 |