FDEQX
Fidelity Disciplined Equity
$71.32
0.04 (0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 2083.485M |
| 52 Week High | 71.32 |
| 52 Week Low | 49.775 |
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Key Data
| Symbol | FDEQX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 71.32 |
| Price Yesterday | 71.28 |
| Market Cap | 2,083.49 |
| YTD Return | 21.94% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0046 |
Overview
| 52 Week High | 71.32 |
|---|---|
| 52 Week Low | 49.78 |
| Market Cap | 2,083.49M |
| Shares Outstanding | 29.21M |
| Income Dividend Yield | 0.30% |
| Long Term Dividend Yield | 3.43% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.73% |
Returns Annualized
| One Day | 15.20% |
|---|---|
| Five Days | 169.92% |
| One Months | 77.11% |
| Three Months | 36.41% |
| Six Months | 51.01% |
| Nine Months | 51.04% |
| One Year | 36.89% |
| Three Years | 8.88% |
| Five Years | 16.17% |
| Ten Years | 12.20% |
| YTD | 46.93% |
| Since Inception | 10.95% |
Returns Total
| One Day | 0.06% |
|---|---|
| Five Days | 1.99% |
| One Month | 4.64% |
| Three Months | 7.93% |
| Six Months | 22.46% |
| Nine Months | 35.76% |
| One Year | 36.85% |
| Three Years | 28.91% |
| Five Years | 111.14% |
| Ten Years | 215.20% |
| YTD | 21.94% |
| Since Inception | 3891.05% |
Yearly Returns
| 2024 | 21.94% |
|---|---|
| 2023 | 34.04% |
| 2022 | -28.04% |
| 2021 | 27.65% |
| 2020 | 29.80% |
| 2019 | 31.95% |
| 2018 | -10.06% |
| 2017 | 21.54% |
| 2016 | 6.24% |
| 2015 | 0.12% |
Risk against SP-DA
| Alpha | 3.66% |
|---|---|
| Beta | 1.19 |
| Correlation | 97.88% |
| Downside Deviation | 2.84% |
| Coefficient of determination | 95.80% |
| Standard Deviation | 3.92% |
| Sharpe Ratio | 0.6 |
| Sortino | 2.88 |
| Treynor | 26.4 |
| Ulcer Index | 2.61 |
| Ulcer Performance Index | 3.14 |