FLVCX
Fidelity Leveraged Company Stock
$41.14
-0.13 (-0.31%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 2693.683M |
| 52 Week High | 41.4 |
| 52 Week Low | 29.596 |
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Key Data
| Symbol | FLVCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 41.14 |
| Price Yesterday | 41.27 |
| Market Cap | 2,693.68 |
| YTD Return | 17.98% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0071 |
Overview
| 52 Week High | 41.40 |
|---|---|
| 52 Week Low | 29.60 |
| Market Cap | 2,693.68M |
| Shares Outstanding | 65.48M |
| Income Dividend Yield | 0.52% |
| Long Term Dividend Yield | 9.81% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 10.33% |
Returns Annualized
| One Day | -54.88% |
|---|---|
| Five Days | 120.56% |
| One Months | 44.80% |
| Three Months | 13.26% |
| Six Months | 42.30% |
| Nine Months | 44.49% |
| One Year | 29.49% |
| Three Years | 6.91% |
| Five Years | 14.94% |
| Ten Years | 9.57% |
| YTD | 37.83% |
| Since Inception | 12.13% |
Returns Total
| One Day | -0.31% |
|---|---|
| Five Days | 1.58% |
| One Month | 2.98% |
| Three Months | 3.11% |
| Six Months | 18.94% |
| Nine Months | 31.37% |
| One Year | 29.46% |
| Three Years | 22.06% |
| Five Years | 100.26% |
| Ten Years | 148.84% |
| YTD | 17.98% |
| Since Inception | 1359.38% |
Yearly Returns
| 2024 | 17.98% |
|---|---|
| 2023 | 26.11% |
| 2022 | -23.14% |
| 2021 | 26.16% |
| 2020 | 26.74% |
| 2019 | 35.60% |
| 2018 | -16.43% |
| 2017 | 21.03% |
| 2016 | 7.26% |
| 2015 | -6.04% |
Risk against SP-DA
| Alpha | -4.28% |
|---|---|
| Beta | 1.22 |
| Correlation | 93.22% |
| Downside Deviation | 3.40% |
| Coefficient of determination | 86.91% |
| Standard Deviation | 4.20% |
| Sharpe Ratio | 0.05 |
| Sortino | 0.23 |
| Treynor | 19.82 |
| Ulcer Index | 3.88 |
| Ulcer Performance Index | 0.2 |