FULVX
Fidelity US Low Volatility Equity
$11.59
0.03 (0.26%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap |
---|---|
Market Cap | 66.455M |
52 Week High | 11.59 |
52 Week Low | 9.72 |
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Key Data
Symbol | FULVX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 11.59 |
Price Yesterday | 11.56 |
Market Cap | 66.46 |
YTD Return | 8.52% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0066 |
Overview
52 Week High | 11.59 |
---|---|
52 Week Low | 9.72 |
Market Cap | 66.46M |
Shares Outstanding | 5.73M |
Income Dividend Yield | 1.01% |
Long Term Dividend Yield | 0.51% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.52% |
Returns Annualized
One Day | 92.28% |
---|---|
Five Days | 61.79% |
One Months | 42.35% |
Three Months | 40.23% |
Six Months | 35.37% |
Nine Months | 18.45% |
One Year | 15.65% |
Three Years | 6.08% |
Five Years | -999 |
Ten Years | -999 |
YTD | 40.23% |
Since Inception | 6.47% |
Returns Total
One Day | 0.26% |
---|---|
Five Days | 0.96% |
One Month | 2.84% |
Three Months | 8.52% |
Six Months | 16.05% |
Nine Months | 13.37% |
One Year | 15.44% |
Three Years | 19.26% |
Five Years | -999 |
Ten Years | -999 |
YTD | 8.52% |
Since Inception | 31.53% |
Yearly Returns
2024 | 8.52% |
---|---|
2023 | 6.37% |
2022 | -10.37% |
2021 | 17.73% |
2020 | 3.83% |
2019 | 3.98% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -6.54% |
---|---|
Beta | 0.65 |
Correlation | 89.37% |
Downside Deviation | 1.90% |
Coefficient of determination | 79.88% |
Standard Deviation | 2.44% |
Sharpe Ratio | -1.99 |
Sortino | -8.83 |
Treynor | 19.1 |
Ulcer Index | 2.08 |
Ulcer Performance Index | -8.08 |