Nasdaq - Delayed Quote USD

Fidelity Trend (FTRNX)

175.67
+4.35
+(2.54%)
At close: May 28 at 6:49:32 PM EDT

Fund Summary

The fund invests primarily in common stocks. It invests in companies that the adviser believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 47.00%
Worst 1Y Total Return --
Number of Years Up 46
Number of Years Down 19

Performance & Risk

YTD Return -2.48%
5y Average Return 17.30%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FTRNXCategory AverageFTRNXCategory AverageFTRNXCategory Average
Alpha 2.63 0.03 -1.72 0.04 1.19 0.01
BETA 1.3 0.01 1.27 0.01 1.14 0.01
Mean Annual Return 1.49 0.02 1.48 0.02 1.3 0.01
R-squared 87.73 0.89 87 0.87 86.19 0.87
Standard Deviation 22.62 0.2 22.08 0.16 18.99 0.15
Sharpe Ratio 0.59 0.01 0.68 0.01 0.72 0.01
Treynor Ratio 9.16 0.21 10.67 0.21 11.12 0.15

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