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FDEQX: FIDELITY DISCIPLINED EQUITY FUND FIDELITY DISCIPLINED EQUITY FUND (MUTUAL FUND)
Basic Info 64.33 1.14(1.80%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/07/1989 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 0.29% |
| Expenses | 0.37% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/07/1989 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.0 | -4.2 | 0.7 | 7.6 | 11.5 | 9.2 | 10.3 | 8.2 | 9.5 | 15.1 | 28.5 | -29.8 | 25.8 | 29.8 | 32.0 | -10.4 | 21.6 | 6.2 | 0.2 | 12.1 | 36.7 | 15.8 | -3.1 | 8.5 | 22.0 | -40.1 | 10.9 | 14.6 | 10.4 | 12.0 | 27.2 | -18.6 | -14.2 | -3.1 | 22.7 | 22.0 | 33.5 | 15.0 | 29.0 | 3.0 | 13.9 | 13.2 | 36.0 | -0.8 | 0.9 |
| Sharpe Ratio | NA | -0.46 | -0.23 | 0.15 | 0.42 | 0.37 | NA | NA | 0.4 | 0.47 | 1.6 | -1.11 | 1.64 | 0.83 | 2.21 | -0.68 | 2.81 | 0.44 | 0.01 | 1.0 | 3.09 | 1.13 | -0.12 | 0.43 | 0.84 | -1.04 | 0.47 | 0.97 | 0.71 | 0.94 | 1.65 | -0.84 | -0.9 | -0.31 | 1.15 | 0.94 | 1.76 | 0.89 | 2.56 | 0.0 | 1.3 | 1.27 | 2.49 | -0.41 | 0.88 |
| Draw Down(%) | NA | 22.3 | 27.3 | 27.3 | 33.7 | 33.7 | NA | NA | 55.3 | 12.1 | 9.1 | 32.3 | 6.6 | 32.8 | 6.6 | 21.9 | 2.4 | 11.9 | 12.8 | 8.9 | 6.4 | 12.6 | 24.4 | 16.8 | 25.7 | 51.5 | 11.7 | 9.5 | 7.8 | 9.1 | 11.8 | 27.1 | 27.8 | 15.6 | 10.6 | 22.9 | 9.7 | 10.2 | 6.1 | 8.7 | 5.6 | 4.4 | 6.3 | 20.5 | 3.4 |
| Standard Deviation(%) | NA | 32.2 | 24.3 | 22.0 | 21.1 | 20.3 | NA | NA | 18.6 | 18.1 | 15.2 | 28.3 | 15.7 | 35.5 | 13.8 | 17.4 | 7.5 | 13.8 | 15.7 | 12.1 | 11.9 | 14.0 | 25.7 | 19.8 | 26.0 | 39.3 | 16.7 | 11.7 | 11.6 | 11.8 | 16.0 | 23.5 | 18.7 | 23.4 | 16.9 | 19.9 | 16.9 | 12.9 | 9.8 | 10.6 | 9.1 | 8.4 | 12.9 | 14.5 | 12.4 |
| Treynor Ratio | NA | -0.13 | -0.05 | 0.03 | 0.08 | 0.07 | NA | NA | 0.07 | 0.07 | 0.23 | -0.28 | 0.23 | 0.3 | 0.28 | -0.12 | 0.19 | 0.06 | 0.0 | 0.12 | 0.35 | 0.15 | -0.03 | 0.08 | 0.23 | -0.43 | 0.08 | 0.1 | 0.07 | 0.11 | 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 |
| Alpha | NA | 0.0 | -0.05 | -0.02 | -0.02 | -0.01 | NA | NA | 0.02 | -0.04 | 0.0 | -0.04 | -0.01 | 0.03 | 0.0 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | -0.03 | -0.01 | -0.03 | 0.02 | -0.01 | 0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.11 | 1.14 | 1.12 | 1.11 | 1.06 | NA | NA | 1.03 | 1.21 | 1.07 | 1.12 | 1.13 | 0.97 | 1.07 | 1.01 | 1.08 | 1.03 | 1.01 | 1.02 | 1.05 | 1.07 | 1.08 | 1.08 | 0.94 | 0.95 | 1.04 | 1.12 | 1.11 | 1.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.84 | 0.9 | 0.91 | 0.94 | NA | NA | 0.67 | 0.75 | 0.88 | 0.97 | 0.93 | 0.89 | 0.94 | 0.98 | 0.94 | 0.98 | 0.98 | 0.94 | 0.96 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | 0.96 | 0.95 | 0.95 | 0.91 | 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 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.3 | 0.3 | 2.7 | 4.2 | 4.1 | N/A | 0.3 | 0.5 | 0.2 | 0.0 | 0.0 | 0.7 | 11.9 | 4.7 | 1.6 | 6.0 | 8.1 | 3.8 | 2.5 | 1.4 | 1.3 | 1.2 | 0.9 | 9.3 | 9.5 | 0.8 | 0.8 | 0.6 | 0.1 | 0.2 | 12.4 | 17.7 | 7.9 | 16.3 | 8.3 | 14.2 | 4.3 | 7.3 | 7.3 | 11.9 | 2.2 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | -12.1 | 130.4 | -94.0 | -11.6 | -44.1 | N/A | N/A | -12.1 | 80.7 | N/A | -100.0 | -94.4 | -95.4 | 196.3 | 223.7 | -75.8 | -22.9 | 171.9 | 75.6 | 73.6 | 16.7 | 21.7 | -14.0 | -90.4 | 0.4 | 1170.1 | 17.2 | 63.6 | 266.7 | -40.0 | -98.7 | -27.9 | 153.4 | -42.5 | 106.4 | -32.0 | 228.6 | -38.4 | 5.9 | -23.9 | 416.7 | 130.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/1989
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See LARGE BLEND Asset Class Trend Rankings |
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