FDGFX
Fidelity Dividend Growth
$40.03
-0.08 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap |
---|---|
Market Cap | 7797.764M |
52 Week High | 40.11 |
52 Week Low | 28.517 |
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Key Data
Symbol | FDGFX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 40.03 |
Price Yesterday | 40.11 |
Market Cap | 7,797.76 |
YTD Return | 21.85% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0077 |
Overview
52 Week High | 40.11 |
---|---|
52 Week Low | 28.52 |
Market Cap | 7,797.76M |
Shares Outstanding | 194.80M |
Income Dividend Yield | 1.17% |
Long Term Dividend Yield | 1.68% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.86% |
Returns Annualized
One Day | -39.57% |
---|---|
Five Days | 115.33% |
One Months | 49.78% |
Three Months | 33.12% |
Six Months | 50.22% |
Nine Months | 49.70% |
One Year | 34.40% |
Three Years | 11.22% |
Five Years | 12.97% |
Ten Years | 10.34% |
YTD | 46.73% |
Since Inception | 10.84% |
Returns Total
One Day | -0.20% |
---|---|
Five Days | 1.53% |
One Month | 3.26% |
Three Months | 7.28% |
Six Months | 22.14% |
Nine Months | 34.87% |
One Year | 34.36% |
Three Years | 37.38% |
Five Years | 83.70% |
Ten Years | 166.87% |
YTD | 21.85% |
Since Inception | 2367.94% |
Yearly Returns
2024 | 21.85% |
---|---|
2023 | 17.83% |
2022 | -11.70% |
2021 | 28.03% |
2020 | 2.20% |
2019 | 28.72% |
2018 | -7.23% |
2017 | 20.14% |
2016 | 8.05% |
2015 | -0.63% |
Risk against SP-DA
Alpha | 6.46% |
---|---|
Beta | 0.97 |
Correlation | 92.09% |
Downside Deviation | 2.44% |
Coefficient of determination | 84.80% |
Standard Deviation | 3.38% |
Sharpe Ratio | 0.49 |
Sortino | 2.33 |
Treynor | 30.02 |
Ulcer Index | 2.39 |
Ulcer Performance Index | 2.37 |