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FDGFX: Fidelity Dividend Growth (MUTUAL FUND)
Basic Info 28.45 0.44(1.52%) March 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/14/1995 |
| Last Dividend Date: | 12/22/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.93% |
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Performance Analytics (As of 03/20/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | -2.1 | 4.1 | 27.0 | 9.0 | 9.8 | 8.6 | 9.2 | 0.2 | 18.2 | 2.2 | 28.7 | -7.2 | 14.2 | 8.0 | -0.6 | 11.9 | 31.6 | 18.7 | -8.5 | 21.2 | 51.0 | -43.0 | 1.1 | 14.7 | 3.6 | 5.8 | 23.4 | -20.4 | -3.7 | 12.3 | 9.2 | 35.9 | 27.9 | 30.1 | 9.3 |
| SR | NA | -1.19 | 0.09 | 0.87 | 0.32 | 0.48 | NA | 0.38 | -0.05 | 1.17 | 0.05 | 1.97 | -0.58 | 1.63 | 0.63 | -0.04 | 1.08 | 2.65 | 1.23 | -0.3 | 0.97 | 1.46 | -0.97 | -0.13 | 1.2 | 0.15 | 0.43 | 1.31 | -0.82 | -0.32 | 0.41 | 0.36 | 1.66 | 1.47 | 2.77 | 2.02 |
| DD(%) | NA | 7.4 | 15.4 | 18.3 | 41.3 | 41.3 | NA | 60.8 | 18.2 | 9.9 | 41.3 | 9.6 | 18.1 | 4.8 | 10.3 | 12.5 | 7.4 | 6.7 | 13.6 | 27.7 | 18.7 | 29.6 | 55.9 | 11.0 | 7.6 | 7.6 | 10.1 | 15.5 | 33.5 | 22.2 | 11.7 | 15.3 | 17.7 | 9.7 | 10.4 | 6.0 |
| SD(%) | NA | 13.7 | 22.5 | 24.5 | 23.9 | 18.9 | NA | 20.5 | 23.4 | 15.6 | 41.4 | 13.9 | 14.8 | 8.3 | 12.4 | 14.7 | 11.0 | 11.9 | 15.2 | 28.2 | 21.7 | 35.0 | 44.9 | 14.5 | 9.5 | 9.9 | 11.3 | 17.3 | 26.2 | 19.4 | 19.8 | 16.3 | 19.6 | 16.5 | 9.5 | 8.7 |
| TR | NA | -0.22 | 0.03 | 0.21 | 0.08 | 0.09 | NA | 0.07 | -0.01 | 0.18 | 0.02 | 0.28 | -0.1 | 0.15 | 0.08 | -0.01 | 0.13 | 0.3 | 0.16 | -0.07 | 0.18 | 0.4 | -0.41 | -0.02 | 0.13 | 0.02 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.09 | 0.05 | 0.02 | 0.0 | -0.01 | NA | 0.01 | 0.07 | -0.03 | -0.07 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.04 | 0.01 | 0.05 | -0.02 | -0.02 | 0.0 | -0.01 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.75 | 0.81 | 0.99 | 0.99 | 0.98 | NA | 1.05 | 0.83 | 1.02 | 1.12 | 0.99 | 0.82 | 0.93 | 0.93 | 0.95 | 0.94 | 1.06 | 1.16 | 1.18 | 1.18 | 1.26 | 1.08 | 0.9 | 0.88 | 0.92 | 0.98 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.91 | 0.72 | 0.78 | 0.83 | 0.85 | NA | 0.69 | 0.74 | 0.78 | 0.88 | 0.8 | 0.9 | 0.57 | 0.98 | 0.98 | 0.96 | 0.97 | 0.96 | 0.98 | 0.98 | 0.97 | 0.97 | 0.96 | 0.89 | 0.92 | 0.85 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/1995
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