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FFIDX: Fidelity (MUTUAL FUND)
Basic Info 61.46 0.4(0.66%) March 20
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 01/02/1987 |
| Last Dividend Date: | 12/09/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.59% |
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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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.3 | 5.4 | -10.6 | 17.7 | 9.4 | 10.4 | 8.2 | 9.7 | -25.4 | 33.2 | 23.6 | 33.5 | -5.2 | 13.2 | 4.8 | 3.4 | 12.8 | 29.0 | 16.6 | -2.4 | 14.6 | 27.2 | -40.3 | 16.8 | 13.7 | 7.5 | 7.8 | 27.3 | -22.1 | -11.2 | -11.0 | 24.4 | 30.9 | 32.1 | 19.8 | 32.8 | 2.6 | 18.4 | 8.4 | 24.1 | -5.0 | 28.7 | 17.9 | 3.3 | -7.9 | 27.3 | -21.6 | 9.9 | 10.9 | -10.1 | 30.1 |
| SR | NA | 1.05 | -0.53 | 0.62 | 0.34 | 0.5 | NA | 0.32 | -0.98 | 2.14 | 0.68 | 2.44 | -0.35 | 1.07 | 0.35 | 0.2 | 0.95 | 2.31 | 1.28 | -0.1 | 0.75 | 0.98 | -1.06 | 0.87 | 0.9 | 0.52 | 0.63 | 1.6 | -0.97 | -0.57 | -0.62 | 1.24 | 1.34 | 1.67 | 1.51 | 3.95 | -0.04 | 2.1 | 0.74 | 1.61 | -0.91 | 2.16 | 0.99 | -0.02 | -0.62 | 2.43 | -0.97 | 0.24 | 0.13 | -1.35 | 1.68 |
| DD(%) | NA | 6.6 | 23.9 | 30.1 | 30.7 | 30.7 | NA | 55.4 | 29.6 | 7.5 | 30.7 | 6.9 | 21.0 | 10.1 | 12.2 | 13.2 | 8.7 | 7.0 | 10.1 | 20.8 | 16.9 | 25.8 | 49.9 | 10.0 | 10.8 | 6.7 | 7.8 | 12.0 | 30.8 | 27.9 | 20.7 | 12.1 | 21.9 | 9.8 | 8.3 | 3.3 | 8.0 | 4.3 | 7.2 | 7.7 | 17.1 | 7.1 | 6.5 | 33.8 | 15.8 | 5.7 | 34.4 | 12.2 | 23.5 | 20.2 | 12.8 |
| SD(%) | NA | 18.0 | 25.8 | 23.5 | 23.2 | 19.1 | NA | 18.9 | 27.5 | 15.5 | 34.4 | 13.2 | 18.6 | 11.9 | 13.4 | 16.3 | 13.6 | 12.6 | 13.0 | 24.3 | 19.3 | 27.7 | 38.9 | 15.9 | 11.5 | 10.2 | 11.0 | 16.6 | 23.9 | 23.9 | 24.5 | 17.1 | 20.6 | 17.0 | 10.7 | 7.3 | 8.5 | 7.7 | 8.1 | 12.6 | 11.2 | 10.7 | 13.3 | 30.4 | 19.5 | 9.1 | 29.2 | 16.0 | 25.9 | 14.9 | 17.3 |
| TR | NA | 0.27 | -0.19 | 0.21 | 0.11 | 0.12 | NA | 0.09 | -0.38 | 0.73 | 0.25 | 0.51 | -0.08 | 0.16 | 0.05 | 0.03 | 0.13 | 0.29 | 0.2 | -0.03 | 0.15 | 0.25 | -0.4 | 0.15 | 0.12 | 0.07 | 0.1 | 0.32 | -0.32 | -0.22 | -0.23 | 0.28 | 0.35 | 0.35 | 0.28 | 0.61 | -0.01 | 0.31 | 0.11 | 0.28 | -0.19 | 0.31 | 0.16 | -0.04 | -0.51 | 2.47 | 227.82 | -0.21 | 0.37 | -1.86 | -4.86 |
| Alpha(%) | NA | -0.05 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.01 | 0.02 | 0.07 | -0.09 | 0.02 | -0.02 | -0.04 | 0.02 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | -0.03 | -0.01 | 0.03 | 0.04 | -0.01 | 0.01 | 0.02 | 0.02 | 0.04 | 0.0 | 0.04 | 0.02 | 0.05 | 0.03 | 0.05 | 0.0 | 0.07 | 0.03 | -0.03 | -0.04 | 0.0 | 0.04 | 0.04 | -0.03 | 0.07 | -0.11 | 0.02 | 0.02 | -0.07 | 0.11 |
| Beta(%) | NA | 0.7 | 0.73 | 0.69 | 0.74 | 0.78 | NA | 0.65 | 0.71 | 0.46 | 0.93 | 0.62 | 0.86 | 0.79 | 0.87 | 0.99 | 0.96 | 1.01 | 0.85 | 0.9 | 0.99 | 1.11 | 1.02 | 0.94 | 0.85 | 0.81 | 0.7 | 0.84 | 0.73 | 0.64 | 0.66 | 0.75 | 0.79 | 0.8 | 0.57 | 0.47 | 0.64 | 0.52 | 0.52 | 0.73 | 0.54 | 0.75 | 0.81 | 0.18 | 0.24 | 0.09 | 0.0 | -0.18 | 0.09 | 0.11 | -0.06 |
| RS | NA | 0.89 | 0.92 | 0.82 | 0.84 | 0.84 | NA | 0.57 | 0.91 | 0.61 | 0.94 | 0.71 | 0.95 | 0.34 | 0.92 | 0.96 | 0.93 | 0.93 | 0.91 | 0.97 | 0.97 | 0.96 | 0.96 | 0.94 | 0.9 | 0.87 | 0.86 | 0.95 | 0.93 | 0.87 | 0.87 | 0.86 | 0.84 | 0.9 | 0.58 | 0.45 | 0.66 | 0.45 | 0.51 | 0.82 | 0.84 | 0.87 | 0.92 | 0.05 | 0.07 | 0.04 | 0.0 | 0.05 | 0.01 | 0.02 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1987
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See LARGE GROWTH Asset Class Trend Rankings |
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