FIFOX
Fidelity Adv Founders-A
$21.74
-0.02 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 152.47M |
| 52 Week High | 21.78 |
| 52 Week Low | 15.05 |
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Key Data
| Symbol | FIFOX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 21.74 |
| Price Yesterday | 21.76 |
| Market Cap | 152.47 |
| YTD Return | 19.98% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0096 |
Overview
| 52 Week High | 21.78 |
|---|---|
| 52 Week Low | 15.05 |
| Market Cap | 152.47M |
| Shares Outstanding | 7.01M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -20.70% |
|---|---|
| Five Days | 87.85% |
| One Months | 65.37% |
| Three Months | 19.23% |
| Six Months | 47.15% |
| Nine Months | 50.45% |
| One Year | 32.92% |
| Three Years | 7.10% |
| Five Years | 16.29% |
| Ten Years | -999 |
| YTD | 42.39% |
| Since Inception | 17.21% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 1.26% |
| One Month | 4.07% |
| Three Months | 4.42% |
| Six Months | 20.91% |
| Nine Months | 35.37% |
| One Year | 32.89% |
| Three Years | 22.71% |
| Five Years | 112.22% |
| Ten Years | -999 |
| YTD | 19.98% |
| Since Inception | 134.55% |
Yearly Returns
| 2024 | 19.98% |
|---|---|
| 2023 | 33.53% |
| 2022 | -26.81% |
| 2021 | 18.63% |
| 2020 | 46.72% |
| 2019 | 14.92% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -4.91% |
|---|---|
| Beta | 1.39 |
| Correlation | 95.46% |
| Downside Deviation | 4.05% |
| Coefficient of determination | 91.12% |
| Standard Deviation | 4.69% |
| Sharpe Ratio | 0.26 |
| Sortino | 1.04 |
| Treynor | 19.81 |
| Ulcer Index | 4.39 |
| Ulcer Performance Index | 0.96 |