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FDFKX: FIDELITY INDEPENDENCE FUND CLASS K (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/22/2008 |
Last Dividend Date: | 05/07/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.77% |
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Performance Analytics (As of 11/24/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 9.0 | 19.1 | 15.9 | 15.2 | 8.4 | 4.3 | 28.4 | 32.1 | -6.6 | 26.5 | -1.1 | 0.4 | 11.6 | 40.4 | 20.0 | -10.7 | 22.4 | 40.1 | -50.3 |
Sharpe Ratio | NA | 0.76 | 0.79 | 0.76 | 0.79 | 0.32 | 0.39 | 0.8 | 2.27 | -0.41 | 2.99 | -0.08 | 0.02 | 0.69 | 2.75 | 1.16 | -0.35 | 0.94 | 1.23 | -1.11 |
Draw Down(%) | NA | 8.0 | 31.8 | 31.8 | 31.8 | 62.9 | 8.0 | 31.8 | 6.0 | 23.0 | 3.4 | 18.8 | 16.9 | 12.6 | 7.9 | 13.7 | 29.1 | 19.0 | 25.7 | 60.3 |
Standard Deviation(%) | NA | 11.8 | 23.4 | 20.0 | 18.7 | 24.9 | 12.1 | 35.2 | 13.5 | 19.2 | 8.7 | 17.6 | 18.2 | 16.6 | 14.7 | 17.3 | 31.0 | 23.7 | 32.4 | 62.0 |
Treynor Ratio | NA | 0.2 | 0.23 | 0.18 | 0.16 | 0.08 | 0.11 | 0.29 | 0.48 | -0.09 | 0.29 | -0.01 | 0.0 | 0.1 | 0.35 | 0.18 | -0.09 | 0.18 | 0.32 | -0.54 |
Alpha | NA | -0.01 | -0.03 | -0.02 | -0.02 | -0.03 | -0.01 | -0.08 | 0.01 | -0.03 | -0.01 | 0.0 | -0.03 | -0.01 | 0.0 | 0.0 | -0.04 | 0.03 | -0.01 | -0.09 |
Beta | NA | 0.44 | 0.81 | 0.83 | 0.92 | 1.06 | 0.44 | 0.96 | 0.64 | 0.9 | 0.91 | 1.1 | 1.08 | 1.15 | 1.16 | 1.14 | 1.15 | 1.21 | 1.26 | 1.27 |
RSquared | NA | 0.55 | 0.84 | 0.85 | 0.85 | 0.86 | 0.56 | 0.95 | 0.72 | 0.96 | 0.8 | 0.86 | 0.92 | 0.89 | 0.91 | 0.92 | 0.96 | 0.96 | 0.92 | 0.84 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.0 | 0.5 | 0.4 | 0.4 | 0.0 | 0.5 | 0.4 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1192.9 | 75.0 | -20.0 | N/A | -100.0 | -36.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2008
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