Toronto - Delayed Quote CAD

Fidelity U.S. Dividend Fund Series E3T5 (0P0001ADJC.TO)

20.29
-0.73
(-3.47%)
At close: December 1 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return 18.41%
Worst 1Y Total Return -2.85%
Best 3Y Total Return 18.41%
Worst 3Y Total Return 5.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001ADJC.TO
Category
YTD
15.86%
4.28%
1-Month
-1.03%
0.04%
3-Month
-1.43%
4.28%
1-Year
17.83%
15.99%
3-Year
9.62%
12.30%
5-Year
0.00%
15.30%
10-Year
0.00%
6.45%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001ADJC.TO
Category
2021
--
--
2020
2.63%
--
2019
18.41%
--
2018
-2.85%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 7.25% 4.67% -- --
2020 -15.76% 8.01% 2.59% 9.94%
2019 8.80% 0.74% 2.87% 5.02%
2018 -2.68% 3.06% 3.14% -6.09%
2017 -1.03% 5.57% -- --

Rank in Category (By Total Return)

YTD 38
1-Month 76
3-Month 76
1-Year 60
3-Year 80
5-Year --

Load Adjusted Returns

1-Year 26.61%
3-Year 9.73%
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category US Equity
Fund Family Fidelity Investments Canada ULC
Net Assets 443.67M
YTD Return 15.86%
Yield 0.22%
Morningstar Rating
Inception Date Apr 21, 2017

Fund Summary

The fund aims to achieve long-term capital growth. It invests primarily in equity securities of U.S. companies that pay dividends or that are expected to pay dividends and in other types of securities that are expected to distribute income.

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