FZAKX
Fidelity Adv Leveraged Company Stock-Z
$53.21
-0.20 (-0.37%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 1125.046M |
| 52 Week High | 53.49 |
| 52 Week Low | 38.143 |
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Key Data
| Symbol | FZAKX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 53.21 |
| Price Yesterday | 53.41 |
| Market Cap | 1,125.05 |
| YTD Return | 18.38% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0064 |
Overview
| 52 Week High | 53.49 |
|---|---|
| 52 Week Low | 38.14 |
| Market Cap | 1,125.05M |
| Shares Outstanding | 21.14M |
| Income Dividend Yield | 0.53% |
| Long Term Dividend Yield | 10.15% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 10.67% |
Returns Annualized
| One Day | -61.18% |
|---|---|
| Five Days | 134.19% |
| One Months | 48.05% |
| Three Months | 13.32% |
| Six Months | 43.14% |
| Nine Months | 45.24% |
| One Year | 29.90% |
| Three Years | 7.01% |
| Five Years | 15.36% |
| Ten Years | 9.46% |
| YTD | 38.73% |
| Since Inception | 10.55% |
Returns Total
| One Day | -0.37% |
|---|---|
| Five Days | 1.70% |
| One Month | 3.16% |
| Three Months | 3.12% |
| Six Months | 19.28% |
| Nine Months | 31.87% |
| One Year | 29.87% |
| Three Years | 22.43% |
| Five Years | 103.92% |
| Ten Years | 146.45% |
| YTD | 18.38% |
| Since Inception | 196.96% |
Yearly Returns
| 2024 | 18.38% |
|---|---|
| 2023 | 26.27% |
| 2022 | -23.12% |
| 2021 | 25.61% |
| 2020 | 29.41% |
| 2019 | 30.00% |
| 2018 | -15.74% |
| 2017 | 17.78% |
| 2016 | 9.50% |
| 2015 | -5.41% |
Risk against SP-DA
| Alpha | -4.20% |
|---|---|
| Beta | 1.23 |
| Correlation | 93.22% |
| Downside Deviation | 3.40% |
| Coefficient of determination | 86.90% |
| Standard Deviation | 4.25% |
| Sharpe Ratio | 0.08 |
| Sortino | 0.35 |
| Treynor | 19.93 |
| Ulcer Index | 3.89 |
| Ulcer Performance Index | 0.3 |