FLCKX
Fidelity Leveraged Company Stock-K
$41.39
-0.13 (-0.31%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 2693.508M |
| 52 Week High | 41.65 |
| 52 Week Low | 29.755 |
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Key Data
| Symbol | FLCKX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 41.39 |
| Price Yesterday | 41.52 |
| Market Cap | 2,693.51 |
| YTD Return | 18.05% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0065 |
Overview
| 52 Week High | 41.65 |
|---|---|
| 52 Week Low | 29.76 |
| Market Cap | 2,693.51M |
| Shares Outstanding | 65.08M |
| Income Dividend Yield | 0.60% |
| Long Term Dividend Yield | 9.75% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 10.35% |
Returns Annualized
| One Day | -54.66% |
|---|---|
| Five Days | 122.23% |
| One Months | 44.93% |
| Three Months | 13.40% |
| Six Months | 42.39% |
| Nine Months | 44.62% |
| One Year | 29.59% |
| Three Years | 7.01% |
| Five Years | 15.06% |
| Ten Years | 9.68% |
| YTD | 38.00% |
| Since Inception | 8.11% |
Returns Total
| One Day | -0.31% |
|---|---|
| Five Days | 1.60% |
| One Month | 2.99% |
| Three Months | 3.14% |
| Six Months | 18.97% |
| Nine Months | 31.46% |
| One Year | 29.55% |
| Three Years | 22.41% |
| Five Years | 101.26% |
| Ten Years | 151.43% |
| YTD | 18.05% |
| Since Inception | 251.06% |
Yearly Returns
| 2024 | 18.05% |
|---|---|
| 2023 | 26.22% |
| 2022 | -23.06% |
| 2021 | 26.26% |
| 2020 | 26.85% |
| 2019 | 35.76% |
| 2018 | -16.33% |
| 2017 | 21.16% |
| 2016 | 7.38% |
| 2015 | -5.92% |
Risk against SP-DA
| Alpha | -4.21% |
|---|---|
| Beta | 1.22 |
| Correlation | 93.26% |
| Downside Deviation | 3.39% |
| Coefficient of determination | 86.98% |
| Standard Deviation | 4.20% |
| Sharpe Ratio | 0.06 |
| Sortino | 0.26 |
| Treynor | 19.88 |
| Ulcer Index | 3.86 |
| Ulcer Performance Index | 0.23 |