EQPGX
Fidelity Adv Equity Growth-I
$25.01
-0.06 (-0.24%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 10829.98M |
| 52 Week High | 25.07 |
| 52 Week Low | 16.799 |
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Key Data
| Symbol | EQPGX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 25.01 |
| Price Yesterday | 25.07 |
| Market Cap | 10,829.98 |
| YTD Return | 26.25% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0068 |
Overview
| 52 Week High | 25.07 |
|---|---|
| 52 Week Low | 16.80 |
| Market Cap | 10,829.98M |
| Shares Outstanding | 433.03M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.38% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.38% |
Returns Annualized
| One Day | -45.36% |
|---|---|
| Five Days | 188.64% |
| One Months | 102.42% |
| Three Months | 43.39% |
| Six Months | 61.83% |
| Nine Months | 58.40% |
| One Year | 41.24% |
| Three Years | 11.43% |
| Five Years | 20.04% |
| Ten Years | 16.47% |
| YTD | 57.19% |
| Since Inception | 13.49% |
Returns Total
| One Day | -0.24% |
|---|---|
| Five Days | 2.12% |
| One Month | 5.75% |
| Three Months | 9.26% |
| Six Months | 26.70% |
| Nine Months | 40.63% |
| One Year | 41.19% |
| Three Years | 38.15% |
| Five Years | 148.68% |
| Ten Years | 357.47% |
| YTD | 26.25% |
| Since Inception | 9162.96% |
Yearly Returns
| 2024 | 26.25% |
|---|---|
| 2023 | 35.60% |
| 2022 | -24.44% |
| 2021 | 23.00% |
| 2020 | 43.84% |
| 2019 | 34.00% |
| 2018 | -0.20% |
| 2017 | 35.19% |
| 2016 | 0.57% |
| 2015 | 7.03% |
Risk against SP-DA
| Alpha | 6.36% |
|---|---|
| Beta | 1.26 |
| Correlation | 95.39% |
| Downside Deviation | 3.12% |
| Coefficient of determination | 90.99% |
| Standard Deviation | 4.26% |
| Sharpe Ratio | 0.85 |
| Sortino | 4.02 |
| Treynor | 28.37 |
| Ulcer Index | 3.09 |
| Ulcer Performance Index | 4.05 |