FIFWX
Fidelity Adv Founders-Z
$22.00
-0.03 (-0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 152.453M |
| 52 Week High | 22.05 |
| 52 Week Low | 15.196 |
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Key Data
| Symbol | FIFWX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 22 |
| Price Yesterday | 22.03 |
| Market Cap | 152.45 |
| YTD Return | 20.15% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0055 |
Overview
| 52 Week High | 22.05 |
|---|---|
| 52 Week Low | 15.20 |
| Market Cap | 152.45M |
| Shares Outstanding | 6.93M |
| Income Dividend Yield | 0.18% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.18% |
Returns Annualized
| One Day | -29.09% |
|---|---|
| Five Days | 86.45% |
| One Months | 65.36% |
| Three Months | 19.67% |
| Six Months | 47.73% |
| Nine Months | 51.06% |
| One Year | 33.43% |
| Three Years | 7.51% |
| Five Years | 16.74% |
| Ten Years | -999 |
| YTD | 42.80% |
| Since Inception | 17.68% |
Returns Total
| One Day | -0.14% |
|---|---|
| Five Days | 1.24% |
| One Month | 4.07% |
| Three Months | 4.51% |
| Six Months | 21.15% |
| Nine Months | 35.77% |
| One Year | 33.39% |
| Three Years | 24.13% |
| Five Years | 116.37% |
| Ten Years | -999 |
| YTD | 20.15% |
| Since Inception | 139.57% |
Yearly Returns
| 2024 | 20.15% |
|---|---|
| 2023 | 34.14% |
| 2022 | -26.53% |
| 2021 | 19.09% |
| 2020 | 47.37% |
| 2019 | 15.29% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -4.43% |
|---|---|
| Beta | 1.39 |
| Correlation | 95.54% |
| Downside Deviation | 4.01% |
| Coefficient of determination | 91.28% |
| Standard Deviation | 4.69% |
| Sharpe Ratio | 0.29 |
| Sortino | 1.17 |
| Treynor | 20.16 |
| Ulcer Index | 4.33 |
| Ulcer Performance Index | 1.09 |