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FSSKX: FIDELITY STOCK SELECTOR ALL CAP FUND CLASS K (MUTUAL FUND)
Basic Info 72.74 0.73(1.01%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (67%) |
Start Date: | 05/22/2008 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.31% |
Expenses | 0.66% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/22/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 5.3 | 23.6 | 5.8 | 13.1 | 11.6 | 13.9 | 9.7 | 27.0 | -19.5 | 23.3 | 25.0 | 32.3 | -8.5 | 25.4 | 9.7 | -0.1 | 11.0 | 34.2 | 18.1 | -5.0 | 19.4 | 29.1 | -38.3 |
Sharpe Ratio | NA | 1.32 | 1.82 | 0.2 | 0.53 | 0.59 | NA | 0.43 | 1.69 | -0.82 | 1.67 | 0.72 | 2.36 | -0.56 | 3.25 | 0.67 | -0.01 | 0.9 | 2.95 | 1.35 | -0.19 | 0.97 | 1.0 | -1.13 |
Draw Down(%) | NA | 5.5 | 10.8 | 25.2 | 34.4 | 34.4 | NA | 53.0 | 10.8 | 25.0 | 6.1 | 34.4 | 6.9 | 23.0 | 2.6 | 13.4 | 14.3 | 8.2 | 5.9 | 11.0 | 23.9 | 16.7 | 25.9 | 49.3 |
Standard Deviation(%) | NA | 12.0 | 12.2 | 18.2 | 21.8 | 18.2 | NA | 21.1 | 13.6 | 25.6 | 13.9 | 34.3 | 13.1 | 17.6 | 7.7 | 14.2 | 15.2 | 12.3 | 11.6 | 13.4 | 26.1 | 19.8 | 28.9 | 49.0 |
Treynor Ratio | NA | 0.27 | 0.36 | 0.06 | 0.16 | 0.14 | NA | 0.11 | 0.35 | -0.31 | 0.43 | 0.27 | 0.53 | -0.12 | 0.31 | 0.1 | 0.0 | 0.13 | 0.36 | 0.2 | -0.05 | 0.19 | 0.25 | -0.51 |
Alpha | NA | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | NA | 0.0 | -0.01 | 0.04 | 0.06 | -0.08 | 0.02 | -0.04 | 0.0 | 0.04 | -0.03 | 0.0 | 0.0 | 0.01 | -0.02 | 0.03 | -0.03 | -0.02 |
Beta | NA | 0.58 | 0.62 | 0.65 | 0.73 | 0.75 | NA | 0.86 | 0.66 | 0.66 | 0.54 | 0.9 | 0.58 | 0.82 | 0.79 | 0.91 | 0.91 | 0.86 | 0.94 | 0.89 | 0.97 | 1.01 | 1.15 | 1.08 |
RSquared | NA | 0.85 | 0.83 | 0.87 | 0.85 | 0.85 | NA | 0.88 | 0.85 | 0.92 | 0.7 | 0.88 | 0.66 | 0.94 | 0.79 | 0.9 | 0.94 | 0.92 | 0.95 | 0.93 | 0.97 | 0.97 | 0.96 | 0.97 |
Yield(%) | N/A | 0.0 | 2.4 | 1.4 | 3.8 | 5.0 | 8.0 | N/A | 2.6 | 0.3 | 1.8 | 6.2 | 7.7 | 3.8 | 4.6 | 1.2 | 5.0 | 11.7 | 7.9 | 1.4 | 0.7 | 0.8 | 1.1 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | 590.5 | -65.4 | -11.0 | N/A | N/A | N/A | 590.5 | -78.8 | -67.1 | 1.7 | 76.2 | -1.2 | 314.6 | -76.6 | -57.7 | 80.0 | 576.5 | 88.9 | 0.0 | -5.3 | -26.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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