FZAKX
Fidelity Adv Leveraged Company Stock-Z
$51.96
0.17 (0.33%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap |
---|---|
Market Cap | 1107.19M |
52 Week High | 52.18 |
52 Week Low | 36.771 |
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Key Data
Symbol | FZAKX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 51.96 |
Price Yesterday | 51.79 |
Market Cap | 1,107.19 |
YTD Return | 15.60% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0067 |
Overview
52 Week High | 52.18 |
---|---|
52 Week Low | 36.77 |
Market Cap | 1,107.19M |
Shares Outstanding | 21.31M |
Income Dividend Yield | 0.54% |
Long Term Dividend Yield | 10.39% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 10.93% |
Returns Annualized
One Day | 128.56% |
---|---|
Five Days | 35.24% |
One Months | 95.96% |
Three Months | 76.15% |
Six Months | 70.15% |
Nine Months | 39.06% |
One Year | 40.98% |
Three Years | 8.78% |
Five Years | 15.18% |
Ten Years | 10.03% |
YTD | 83.91% |
Since Inception | 10.59% |
Returns Total
One Day | 0.33% |
---|---|
Five Days | 0.60% |
One Month | 5.76% |
Three Months | 14.93% |
Six Months | 30.13% |
Nine Months | 28.03% |
One Year | 40.94% |
Three Years | 28.64% |
Five Years | 102.47% |
Ten Years | 159.50% |
YTD | 15.60% |
Since Inception | 189.99% |
Yearly Returns
2024 | 15.60% |
---|---|
2023 | 26.27% |
2022 | -23.12% |
2021 | 25.61% |
2020 | 29.41% |
2019 | 30.00% |
2018 | -15.74% |
2017 | 17.78% |
2016 | 9.50% |
2015 | -5.41% |
Risk against SP-DA
Alpha | 0.78% |
---|---|
Beta | 1.21 |
Correlation | 96.61% |
Downside Deviation | 3.07% |
Coefficient of determination | 93.33% |
Standard Deviation | 4.22% |
Sharpe Ratio | 0.47 |
Sortino | 2.24 |
Treynor | 29.47 |
Ulcer Index | 3.71 |
Ulcer Performance Index | 1.86 |