FULVX
Fidelity US Low Volatility Equity
$11.46
-0.05 (-0.43%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 30.458M |
| 52 Week High | 11.65 |
| 52 Week Low | 9.72 |
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Key Data
| Symbol | FULVX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 11.46 |
| Price Yesterday | 11.51 |
| Market Cap | 30.46 |
| YTD Return | 7.30% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.007 |
Overview
| 52 Week High | 11.65 |
|---|---|
| 52 Week Low | 9.72 |
| Market Cap | 30.46M |
| Shares Outstanding | 2.66M |
| Income Dividend Yield | 0.79% |
| Long Term Dividend Yield | 0.51% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.31% |
Returns Annualized
| One Day | -66.65% |
|---|---|
| Five Days | -12.36% |
| One Months | -1.09% |
| Three Months | 4.00% |
| Six Months | 14.98% |
| Nine Months | 19.92% |
| One Year | 13.76% |
| Three Years | 2.87% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 14.66% |
| Since Inception | 5.82% |
Returns Total
| One Day | -0.43% |
|---|---|
| Five Days | -0.26% |
| One Month | -0.09% |
| Three Months | 0.97% |
| Six Months | 7.10% |
| Nine Months | 14.42% |
| One Year | 13.75% |
| Three Years | 8.82% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 7.30% |
| Since Inception | 30.05% |
Yearly Returns
| 2024 | 7.30% |
|---|---|
| 2023 | 6.37% |
| 2022 | -10.37% |
| 2021 | 17.73% |
| 2020 | 3.83% |
| 2019 | 3.98% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.58% |
|---|---|
| Beta | 0.64 |
| Correlation | 87.21% |
| Downside Deviation | 1.97% |
| Coefficient of determination | 76.05% |
| Standard Deviation | 2.37% |
| Sharpe Ratio | -1.83 |
| Sortino | -7.57 |
| Treynor | 13.07 |
| Ulcer Index | 2.16 |
| Ulcer Performance Index | -6.92 |