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FDFFX: FIDELITY INDEPENDENCE FUND FIDELITY INDEPENDENCE FUND (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/12/1984 |
| Last Dividend Date: | 05/07/2021 |
| 12-Mo. Yield | 8.91% |
| Expenses | 0.85% |
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Performance Analytics (As of 11/24/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/12/1984 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.0 | 19.0 | 15.8 | 15.1 | 9.6 | 9.3 | 10.9 | 4.2 | 28.3 | 32.0 | -6.6 | 26.4 | -1.2 | 0.3 | 11.5 | 40.2 | 20.0 | -10.8 | 22.2 | 39.9 | -48.1 | 29.5 | 12.3 | 10.6 | 12.0 | 23.7 | -15.0 | -27.2 | 1.7 | 47.0 | 35.9 | 18.5 | 8.3 | 24.3 | 0.1 | 22.1 | 10.6 | 45.6 | -10.2 | 30.4 | 15.5 | 3.2 | 6.9 | 27.3 | -3.1 |
| Sharpe Ratio | NA | 0.76 | 0.79 | 0.75 | 0.78 | NA | NA | 0.39 | 0.39 | 0.79 | 2.26 | -0.41 | 2.97 | -0.08 | 0.02 | 0.69 | 2.75 | 1.16 | -0.35 | 0.94 | 1.23 | -0.94 | 1.32 | 0.72 | 0.67 | 0.78 | 1.24 | -0.69 | -1.01 | -0.05 | 1.94 | 1.51 | 0.83 | 0.48 | 3.5 | -0.41 | 2.18 | 0.68 | 2.87 | -1.08 | 2.44 | 0.8 | -0.02 | 0.17 | 2.32 | -0.75 |
| Draw Down(%) | NA | 8.0 | 31.8 | 31.8 | 31.8 | NA | NA | 63.0 | 8.0 | 31.8 | 6.0 | 23.1 | 3.4 | 18.8 | 17.0 | 12.6 | 7.9 | 13.8 | 29.2 | 19.1 | 25.7 | 60.3 | 13.4 | 12.2 | 8.8 | 12.3 | 15.0 | 32.6 | 40.8 | 35.7 | 12.7 | 23.4 | 12.6 | 11.4 | 3.1 | 8.2 | 7.5 | 8.1 | 8.9 | 26.1 | 7.3 | 7.2 | 37.1 | 12.7 | 7.0 | 17.9 |
| Standard Deviation(%) | NA | 11.9 | 23.5 | 20.1 | 18.7 | NA | NA | 22.3 | 12.1 | 35.2 | 13.5 | 19.2 | 8.7 | 17.6 | 18.2 | 16.7 | 14.6 | 17.3 | 31.0 | 23.6 | 32.4 | 52.1 | 20.2 | 12.5 | 12.5 | 14.1 | 18.6 | 23.4 | 29.7 | 46.5 | 22.6 | 21.5 | 18.1 | 10.1 | 5.8 | 7.1 | 9.2 | 12.0 | 14.5 | 14.2 | 10.1 | 13.6 | 47.7 | 15.7 | 9.5 | 13.2 |
| Treynor Ratio | NA | 0.2 | 0.23 | 0.18 | 0.16 | NA | NA | 0.1 | 0.11 | 0.29 | 0.47 | -0.09 | 0.29 | -0.01 | 0.0 | 0.1 | 0.35 | 0.18 | -0.09 | 0.18 | 0.31 | -0.39 | 0.23 | 0.1 | 0.09 | 0.12 | 0.25 | -0.26 | -0.38 | -0.02 | 0.46 | 0.4 | 0.18 | 0.1 | 0.67 | -0.06 | 0.28 | 0.09 | 0.49 | -0.24 | 0.39 | 0.13 | -0.02 | 0.09 | 2.35 | -31.61 |
| Alpha | NA | -0.01 | -0.03 | -0.03 | -0.02 | NA | NA | 0.02 | -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 | 0.0 | 0.06 | 0.04 | 0.0 | 0.02 | 0.0 | 0.04 | -0.01 | 0.13 | 0.1 | 0.03 | 0.0 | -0.01 | 0.04 | -0.01 | 0.08 | 0.04 | 0.02 | -0.06 | 0.02 | 0.03 | 0.09 | 0.03 | 0.07 | -0.04 |
| Beta | NA | 0.44 | 0.81 | 0.83 | 0.92 | NA | NA | 0.84 | 0.44 | 0.96 | 0.64 | 0.9 | 0.91 | 1.1 | 1.08 | 1.15 | 1.16 | 1.14 | 1.15 | 1.2 | 1.26 | 1.26 | 1.14 | 0.89 | 0.94 | 0.9 | 0.9 | 0.61 | 0.79 | 1.15 | 0.95 | 0.81 | 0.83 | 0.49 | 0.3 | 0.5 | 0.71 | 0.89 | 0.85 | 0.63 | 0.63 | 0.81 | 0.38 | 0.31 | 0.09 | 0.0 |
| RSquared | NA | 0.55 | 0.84 | 0.85 | 0.85 | NA | NA | 0.64 | 0.55 | 0.95 | 0.72 | 0.96 | 0.8 | 0.86 | 0.92 | 0.89 | 0.91 | 0.92 | 0.96 | 0.96 | 0.92 | 0.82 | 0.87 | 0.85 | 0.78 | 0.85 | 0.88 | 0.69 | 0.87 | 0.74 | 0.8 | 0.81 | 0.85 | 0.48 | 0.29 | 0.56 | 0.6 | 0.69 | 0.84 | 0.73 | 0.68 | 0.88 | 0.1 | 0.18 | 0.04 | 0.0 |
| Yield(%) | N/A | 8.9 | 10.8 | 10.8 | 11.6 | 7.5 | 8.1 | N/A | 7.5 | 1.6 | 13.3 | 10.4 | 15.0 | 5.9 | 6.9 | 4.9 | 0.4 | 0.2 | 0.2 | 0.0 | 0.3 | 2.1 | 1.1 | 0.5 | 0.3 | 0.9 | 0.7 | 2.2 | 1.3 | 16.5 | 18.1 | 13.4 | 20.7 | 13.2 | 11.9 | 10.5 | 11.6 | 20.3 | 9.3 | 4.3 | 3.1 | 1.9 | 42.6 | 2.2 | 1.9 | 0.3 |
| Dividend Growth(%) | N/A | -2.8 | 25.1 | 311.0 | 1195.5 | -10.6 | N/A | N/A | 471.6 | -85.5 | 5.5 | -22.9 | 141.9 | -21.8 | 50.9 | 1511.8 | 124.5 | -15.5 | N/A | -100.0 | -93.6 | 138.0 | 150.0 | 66.7 | -59.7 | 49.0 | -71.3 | 33.8 | -93.9 | 15.1 | 63.4 | -35.9 | 46.9 | 24.9 | 1.6 | 0.5 | -48.8 | 197.6 | 82.4 | 78.9 | 81.0 | -97.0 | 1914.3 | 45.8 | 500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/1984
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See LARGE GROWTH Asset Class Trend Rankings |
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