NasdaqGM - Delayed Quote USD

Fidelity U.S. Low Volatility Eq (0P0001I81X)

11.39 +0.07 (+0.62%)
At close: April 5 at 4:00 PM EDT

Fund Summary

The fund normally invests at least 80% of assets in U.S. equity securities. The advisor employs a strategy that combines fundamental stock selection and quantitative risk management techniques focused on reducing absolute portfolio risk in an effort to produce returns in excess of the Russell 3000® Index over a full market cycle (generally five to eight years) but with lower absolute volatility. The fund invests in either "growth" stocks or "value" stocks or both.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 17.73%
Worst 1Y Total Return --
Number of Years Up 3
Number of Years Down 1

Performance & Risk

YTD Return 5.99%
5y Average Return 0.00%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0001I81XCategory Average0P0001I81XCategory Average0P0001I81XCategory Average
Alpha -2.8 -0.01 -- -0.01 -- -0.01
BETA 0.7 0.01 -- 0.01 -- 0.01
Mean Annual Return 0.56 0.01 -- 0.01 -- 0.01
R-squared 84.62 0.94 -- 0.95 -- 0.95
Standard Deviation 13.27 0.17 -- 0.19 -- 0.15
Sharpe Ratio 0.29 0 -- 0.01 -- 0.01
Treynor Ratio 4.43 0.03 -- 0.1 -- 0.1

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