FZANX
Fidelity Adv New Insights-Z
$38.12
0.34 (0.90%)
Currency in USD / Last Updated: 4/22/2024
Category | Large Cap Growth |
---|---|
Market Cap | 20179.698M |
52 Week High | 39.92 |
52 Week Low | 27.34 |
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Key Data
Symbol | FZANX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 38.12 |
Price Yesterday | 37.78 |
Market Cap | 20,179.70 |
YTD Return | 12.22% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0033 |
Overview
52 Week High | 39.92 |
---|---|
52 Week Low | 27.34 |
Market Cap | 20,179.70M |
Shares Outstanding | 529.37M |
Income Dividend Yield | 0.48% |
Long Term Dividend Yield | 4.54% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.03% |
Returns Annualized
One Day | 858.27% |
---|---|
Five Days | -58.48% |
One Months | -43.23% |
Three Months | 38.97% |
Six Months | 57.56% |
Nine Months | 30.72% |
One Year | 37.27% |
Three Years | 9.03% |
Five Years | 13.65% |
Ten Years | 12.52% |
YTD | 45.91% |
Since Inception | 13.27% |
Returns Total
One Day | 0.90% |
---|---|
Five Days | -1.73% |
One Month | -4.39% |
Three Months | 8.57% |
Six Months | 25.27% |
Nine Months | 22.23% |
One Year | 37.06% |
Three Years | 29.49% |
Five Years | 89.43% |
Ten Years | 224.59% |
YTD | 12.22% |
Since Inception | 276.68% |
Yearly Returns
2024 | 12.22% |
---|---|
2023 | 36.43% |
2022 | -27.21% |
2021 | 24.79% |
2020 | 24.09% |
2019 | 29.60% |
2018 | -4.06% |
2017 | 28.53% |
2016 | 6.68% |
2015 | 2.78% |
Risk against SP-DA
Alpha | 13.25% |
---|---|
Beta | 1.04 |
Correlation | 92.69% |
Downside Deviation | 2.09% |
Coefficient of determination | 85.91% |
Standard Deviation | 3.85% |
Sharpe Ratio | 1.05 |
Sortino | 6.72 |
Treynor | 30.53 |
Ulcer Index | 1.93 |
Ulcer Performance Index | 7.27 |