FINSX
Fidelity Adv New Insights-I
$43.34
0.06 (0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 21596.105M |
| 52 Week High | 43.34 |
| 52 Week Low | 29.523 |
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Key Data
| Symbol | FINSX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 43.34 |
| Price Yesterday | 43.28 |
| Market Cap | 21,596.11 |
| YTD Return | 28.12% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.004 |
Overview
| 52 Week High | 43.34 |
|---|---|
| 52 Week Low | 29.52 |
| Market Cap | 21,596.11M |
| Shares Outstanding | 498.30M |
| Income Dividend Yield | 0.33% |
| Long Term Dividend Yield | 4.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.33% |
Returns Annualized
| One Day | 41.83% |
|---|---|
| Five Days | 209.58% |
| One Months | 95.29% |
| Three Months | 45.11% |
| Six Months | 64.46% |
| Nine Months | 58.00% |
| One Year | 43.63% |
| Three Years | 10.71% |
| Five Years | 15.51% |
| Ten Years | 13.43% |
| YTD | 61.74% |
| Since Inception | 12.88% |
Returns Total
| One Day | 0.14% |
|---|---|
| Five Days | 2.27% |
| One Month | 5.45% |
| Three Months | 9.58% |
| Six Months | 27.71% |
| Nine Months | 40.37% |
| One Year | 43.58% |
| Three Years | 35.48% |
| Five Years | 105.22% |
| Ten Years | 251.56% |
| YTD | 28.12% |
| Since Inception | 1152.60% |
Yearly Returns
| 2024 | 28.12% |
|---|---|
| 2023 | 36.26% |
| 2022 | -27.28% |
| 2021 | 24.62% |
| 2020 | 23.96% |
| 2019 | 29.42% |
| 2018 | -4.17% |
| 2017 | 28.34% |
| 2016 | 6.55% |
| 2015 | 2.65% |
Risk against SP-DA
| Alpha | 12.26% |
|---|---|
| Beta | 1.11 |
| Correlation | 95.37% |
| Downside Deviation | 2.27% |
| Coefficient of determination | 90.95% |
| Standard Deviation | 3.76% |
| Sharpe Ratio | 1.15 |
| Sortino | 6.58 |
| Treynor | 34.34 |
| Ulcer Index | 2.04 |
| Ulcer Performance Index | 7.32 |