FDGKX
Fidelity Dividend Growth-K
$39.96
-0.08 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap |
---|---|
Market Cap | 7795.916M |
52 Week High | 40.04 |
52 Week Low | 28.457 |
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Key Data
Symbol | FDGKX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 39.96 |
Price Yesterday | 40.04 |
Market Cap | 7,795.92 |
YTD Return | 21.88% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0068 |
Overview
52 Week High | 40.04 |
---|---|
52 Week Low | 28.46 |
Market Cap | 7,795.92M |
Shares Outstanding | 195.09M |
Income Dividend Yield | 1.26% |
Long Term Dividend Yield | 1.69% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.95% |
Returns Annualized
One Day | -39.62% |
---|---|
Five Days | 115.07% |
One Months | 49.79% |
Three Months | 33.16% |
Six Months | 50.30% |
Nine Months | 49.84% |
One Year | 34.52% |
Three Years | 11.33% |
Five Years | 13.08% |
Ten Years | 10.46% |
YTD | 46.81% |
Since Inception | 9.81% |
Returns Total
One Day | -0.20% |
---|---|
Five Days | 1.53% |
One Month | 3.26% |
Three Months | 7.29% |
Six Months | 22.18% |
Nine Months | 34.95% |
One Year | 34.48% |
Three Years | 37.77% |
Five Years | 84.62% |
Ten Years | 169.71% |
YTD | 21.88% |
Since Inception | 351.73% |
Yearly Returns
2024 | 21.88% |
---|---|
2023 | 17.97% |
2022 | -11.63% |
2021 | 28.17% |
2020 | 2.31% |
2019 | 28.82% |
2018 | -7.08% |
2017 | 20.25% |
2016 | 8.19% |
2015 | -0.50% |
Risk against SP-DA
Alpha | 6.59% |
---|---|
Beta | 0.97 |
Correlation | 92.10% |
Downside Deviation | 2.45% |
Coefficient of determination | 84.83% |
Standard Deviation | 3.38% |
Sharpe Ratio | 0.5 |
Sortino | 2.36 |
Treynor | 30.15 |
Ulcer Index | 2.39 |
Ulcer Performance Index | 2.43 |