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FEQIX: Fidelity Equity-Income (MUTUAL FUND)
Basic Info 68.03 0.07(0.10%) December 02
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 01/02/1987 |
| Last Dividend Date: | 10/07/2022 |
| 12-Mo. Yield | 0.35% |
| Expenses | 0.68% |
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Performance Analytics (As of 12/02/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | -0.5 | 4.4 | 9.9 | 8.7 | 10.3 | 6.4 | 9.5 | 13.1 | 5.0 | 27.9 | -8.4 | 12.2 | 17.4 | -3.5 | 8.7 | 27.7 | 17.2 | -4.7 | 15.1 | 29.5 | -41.6 | 1.4 | 19.8 | 5.7 | 11.3 | 30.0 | -17.2 | -5.0 | 8.5 | 7.3 | 12.4 | 30.0 | 21.0 | 31.8 | 0.2 | 21.3 | 14.7 | 29.4 | -14.1 | 18.7 | 22.5 | -1.6 | 5.3 | 22.5 | -3.0 | 21.9 | 24.4 | -3.0 | 16.0 |
| SR | NA | -0.1 | 0.18 | 0.42 | 0.42 | 0.63 | NA | 0.41 | 0.92 | 0.15 | 2.48 | -0.67 | 1.7 | 1.26 | -0.25 | 0.88 | 2.87 | 1.51 | -0.19 | 0.72 | 0.87 | -0.95 | -0.1 | 1.64 | 0.36 | 0.94 | 1.78 | -0.72 | -0.44 | 0.25 | 0.26 | 0.5 | 1.9 | 1.97 | 4.41 | -0.36 | 2.92 | 1.66 | 2.36 | -1.84 | 1.57 | 1.74 | -0.28 | 0.11 | 2.81 | -0.65 | 1.45 | 1.19 | -0.87 | 0.65 |
| DD(%) | NA | 16.5 | 16.5 | 33.1 | 33.1 | 33.1 | NA | 62.3 | 10.1 | 33.1 | 5.5 | 18.5 | 3.4 | 10.5 | 13.2 | 7.7 | 4.9 | 8.9 | 25.0 | 17.8 | 31.4 | 53.0 | 13.5 | 8.5 | 7.5 | 7.0 | 15.4 | 33.1 | 22.3 | 14.8 | 14.7 | 20.4 | 8.7 | 6.2 | 2.9 | 8.5 | 3.4 | 4.2 | 6.5 | 21.8 | 8.0 | 4.2 | 25.4 | 5.9 | 4.9 | 20.7 | 5.8 | 11.1 | 14.7 | 21.1 |
| SD(%) | NA | 18.6 | 18.2 | 22.1 | 18.9 | 15.6 | NA | 16.6 | 14.2 | 31.5 | 10.7 | 14.4 | 6.8 | 13.6 | 14.2 | 9.9 | 9.6 | 11.5 | 25.2 | 20.8 | 33.8 | 44.6 | 16.4 | 10.1 | 10.0 | 11.0 | 16.5 | 25.2 | 17.0 | 17.9 | 15.2 | 18.4 | 13.9 | 8.8 | 6.3 | 7.6 | 6.6 | 7.3 | 10.8 | 10.4 | 8.3 | 10.2 | 20.1 | 10.6 | 6.2 | 15.0 | 10.9 | 14.1 | 14.9 | 16.8 |
| TR | NA | -0.02 | 0.03 | 0.1 | 0.09 | 0.11 | NA | 0.07 | 0.14 | 0.05 | 0.29 | -0.11 | 0.13 | 0.17 | -0.04 | 0.1 | 0.32 | 0.19 | -0.04 | 0.13 | 0.28 | -0.42 | -0.02 | 0.16 | 0.04 | 0.1 | 0.3 | -0.2 | -0.09 | 0.05 | 0.05 | 0.1 | 0.33 | 0.23 | 0.38 | -0.04 | 0.27 | -22.34 | 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 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | NA | 0.01 | -0.04 | 0.01 | 0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.03 | -0.03 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.02 | 0.01 | -0.02 | -0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.03 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.96 | 0.96 | 0.9 | 0.9 | 0.9 | NA | 0.95 | 0.91 | 0.88 | 0.92 | 0.91 | 0.92 | 1.0 | 0.91 | 0.88 | 0.85 | 0.89 | 1.05 | 1.12 | 1.07 | 1.02 | 0.96 | 1.05 | 0.93 | 1.02 | 0.96 | 0.91 | 0.82 | 0.91 | 0.88 | 0.94 | 0.8 | 0.76 | 0.75 | 0.7 | 0.72 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | NA | 0.81 | 0.69 | 0.98 | 0.97 | 0.98 | 0.91 | 0.97 | 0.97 | 0.94 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.96 | 0.97 | 0.98 | 0.99 | 0.94 | 0.93 | 0.95 | 0.98 | 0.93 | 0.94 | 0.88 | 0.86 | 0.85 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1987
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