FMAGX: FIDELITY MAGELLAN FUND FIDELITY MAGELLAN FUND (MUTUAL FUND)
Basic Info 15.08 0.02(0.13%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 01/02/1980 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 5.21% |
| Expenses | 0.52% |
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Performance Analytics (As of 06/05/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 6.7 | 16.4 | 18.8 | 15.1 | 13.2 | 13.8 | 9.8 | 8.8 | 28.1 | 31.0 | -27.2 | 27.1 | 28.3 | 31.3 | -5.7 | 26.5 | 5.2 | 4.1 | 14.1 | 35.3 | 18.0 | -11.6 | 12.5 | 41.1 | -49.5 | 18.8 | 7.4 | 6.4 | 7.5 | 24.8 | -23.7 | -11.7 | -9.3 | 13.4 | 26.4 | 18.1 | -6.2 | 28.7 | -5.7 | 12.4 | -8.2 | 27.2 | -9.9 | 23.9 | 20.5 | -17.6 | 7.7 | 34.2 | -9.8 | 31.0 | 37.3 | -22.6 | 69.5 |
| Sharpe Ratio | NA | 0.46 | 0.59 | 0.74 | 0.62 | 0.58 | NA | NA | 0.28 | 1.51 | 1.9 | -1.0 | 1.66 | 0.8 | 2.21 | -0.37 | 3.06 | 0.35 | 0.25 | 1.07 | 2.87 | 1.3 | -0.44 | 0.61 | 1.3 | -1.12 | 0.88 | 0.3 | 0.4 | 0.57 | 1.43 | -0.94 | -0.67 | -0.57 | 0.54 | 1.06 | 0.87 | -0.51 | 1.61 | -0.64 | 0.9 | -0.74 | 1.43 | -1.05 | 1.38 | 1.11 | -0.64 | 0.2 | 2.91 | -0.98 | 1.71 | 1.44 | -0.77 | 2.28 |
| Draw Down(%) | NA | 20.1 | 20.1 | 21.0 | 33.1 | 33.1 | NA | NA | 61.7 | 10.1 | 8.6 | 32.2 | 8.0 | 31.7 | 6.0 | 22.7 | 3.5 | 13.4 | 13.1 | 7.7 | 5.8 | 11.8 | 26.8 | 17.6 | 25.2 | 60.3 | 10.9 | 13.4 | 6.8 | 9.1 | 13.3 | 33.1 | 29.0 | 19.2 | 13.0 | 23.5 | 11.4 | 21.1 | 12.3 | 15.8 | 9.5 | 12.6 | 11.5 | 22.2 | 13.6 | 6.5 | 39.6 | 15.7 | 7.4 | 27.4 | 10.3 | 15.2 | 43.7 | 20.2 |
| Standard Deviation(%) | NA | 28.7 | 22.7 | 20.4 | 20.8 | 20.4 | NA | NA | 20.8 | 16.2 | 14.5 | 28.8 | 16.3 | 34.8 | 13.5 | 19.1 | 8.5 | 14.4 | 16.3 | 13.1 | 12.3 | 13.9 | 26.1 | 20.4 | 31.6 | 45.0 | 17.9 | 13.4 | 10.4 | 11.4 | 16.9 | 26.3 | 21.3 | 23.7 | 18.7 | 21.7 | 16.5 | 19.3 | 15.4 | 13.7 | 11.4 | 14.3 | 16.2 | 14.5 | 13.0 | 13.9 | 33.8 | 16.3 | 9.9 | 17.0 | 14.4 | 20.3 | 43.0 | 26.8 |
| Treynor Ratio | NA | 0.16 | 0.17 | 0.19 | 0.18 | 0.15 | NA | NA | 0.08 | 0.33 | 0.4 | -0.39 | 0.52 | 0.3 | 0.49 | -0.08 | 0.29 | 0.05 | 0.04 | 0.15 | 0.35 | 0.2 | -0.12 | 0.12 | 0.33 | -0.43 | 0.15 | 0.04 | 0.05 | 0.09 | 0.28 | -0.31 | -0.26 | -0.21 | 0.13 | 0.28 | 0.19 | -0.19 | 0.33 | -0.09 | 0.17 | -0.17 | 0.27 | -0.22 | 0.23 | 0.18 | -0.56 | 0.11 | 3.33 | -17.18 | 53.47 | 4.1 | -5.53 | -9.17 |
| Alpha | NA | 0.03 | 0.01 | 0.01 | 0.03 | 0.01 | NA | NA | 0.01 | 0.02 | 0.0 | 0.02 | 0.1 | -0.06 | 0.01 | -0.03 | 0.0 | 0.02 | -0.02 | 0.01 | 0.0 | 0.0 | -0.05 | 0.0 | -0.01 | -0.04 | 0.03 | 0.02 | -0.01 | 0.01 | 0.01 | 0.03 | 0.03 | 0.01 | 0.0 | 0.0 | 0.01 | -0.06 | 0.02 | -0.03 | 0.05 | -0.04 | -0.03 | -0.06 | -0.01 | 0.05 | -0.02 | 0.03 | 0.09 | -0.06 | 0.09 | 0.1 | -0.1 | 0.2 |
| Beta | NA | 0.82 | 0.79 | 0.77 | 0.72 | 0.79 | NA | NA | 0.71 | 0.74 | 0.69 | 0.74 | 0.52 | 0.94 | 0.61 | 0.9 | 0.89 | 0.94 | 0.99 | 0.94 | 0.99 | 0.93 | 0.97 | 1.04 | 1.24 | 1.17 | 1.05 | 0.97 | 0.82 | 0.74 | 0.86 | 0.81 | 0.56 | 0.63 | 0.78 | 0.83 | 0.74 | 0.51 | 0.75 | 1.01 | 0.59 | 0.64 | 0.86 | 0.69 | 0.77 | 0.84 | 0.39 | 0.3 | 0.09 | 0.01 | 0.0 | 0.07 | 0.06 | -0.07 |
| RSquared | NA | 0.95 | 0.92 | 0.9 | 0.84 | 0.86 | NA | NA | 0.56 | 0.89 | 0.81 | 0.91 | 0.57 | 0.94 | 0.69 | 0.96 | 0.8 | 0.92 | 0.96 | 0.96 | 0.95 | 0.94 | 0.97 | 0.95 | 0.93 | 0.95 | 0.94 | 0.88 | 0.86 | 0.88 | 0.96 | 0.95 | 0.86 | 0.86 | 0.78 | 0.84 | 0.82 | 0.16 | 0.26 | 0.62 | 0.27 | 0.26 | 0.7 | 0.81 | 0.63 | 0.91 | 0.2 | 0.16 | 0.03 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
| Yield(%) | N/A | 4.7 | 8.3 | 8.9 | 8.7 | 9.4 | 12.5 | 7.6 | N/A | 7.5 | 13.5 | 3.5 | 8.4 | 0.4 | 16.9 | 9.2 | 10.9 | 3.0 | 7.6 | 13.2 | 8.7 | 1.6 | 0.6 | 1.0 | 0.8 | 3.2 | 13.5 | 23.2 | 3.9 | 1.3 | 0.9 | 0.6 | 1.1 | 3.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -23.3 | 91.9 | 4.8 | 13.0 | 30.1 | 109.6 | 1615.1 | N/A | -37.1 | 168.7 | -50.2 | 2666.7 | -97.4 | 56.8 | -3.6 | 278.3 | -61.8 | -42.5 | 86.2 | 537.2 | 139.0 | -33.3 | 70.3 | -87.3 | -75.5 | -51.8 | 532.2 | 221.0 | 63.2 | 18.8 | -49.2 | -74.6 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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