Nasdaq - Delayed Quote USD
Fidelity Equity Dividend Income K (FETKX)
28.81
+0.26
+(0.91%)
At close: 8:04:15 PM EDT
Fund Summary
The fund normally invests at least 80% of assets in equity securities. It normally invests primarily in income-producing equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in large cap "value" stocks.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.22% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 2.05% |
| 5y Average Return | 15.16% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FETKX | Category Average | FETKX | Category Average | FETKX | Category Average | |
| Alpha | -2.44 | -0.01 | 0.88 | -0.03 | -2.17 | -0.03 |
| BETA | 0.8 | 0.01 | 0.77 | 0.01 | 0.88 | 0.01 |
| Mean Annual Return | 0.73 | 0.01 | 1.15 | 0.01 | 0.78 | 0.01 |
| R-squared | 71.82 | 0.78 | 68.36 | 0.83 | 79.88 | 0.84 |
| Standard Deviation | 15.35 | 0.17 | 15.02 | 0.19 | 15.16 | 0.16 |
| Sharpe Ratio | 0.27 | 0 | 0.73 | 0 | 0.49 | 0.01 |
| Treynor Ratio | 3.95 | 0.04 | 13.71 | 0.07 | 7.44 | 0.08 |
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