Find A Portfolio/Ticker
Comparison Box
FLCKX: FIDELITY LEVERAGED COMPANY STOCK FUND CLASS K (MUTUAL FUND)
Basic Info 40 0.2(0.50%) May 13
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (61%) |
Start Date: | 05/22/2008 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 12.97% |
Expenses | 0.74% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/22/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 14.1 | 37.2 | 6.9 | 14.7 | 9.9 | 14.2 | 8.0 | 26.2 | -22.9 | 26.2 | 26.9 | 35.8 | -16.3 | 21.1 | 7.4 | -5.9 | 5.7 | 35.3 | 29.0 | -10.5 | 24.9 | 59.9 | -58.0 |
Sharpe Ratio | NA | 2.75 | 2.28 | 0.22 | 0.51 | 0.41 | NA | 0.28 | 1.41 | -0.87 | 1.45 | 0.63 | 2.22 | -0.83 | 1.98 | 0.38 | -0.35 | 0.41 | 2.83 | 1.86 | -0.34 | 1.0 | 1.51 | -1.19 |
Draw Down(%) | NA | 7.8 | 11.9 | 27.4 | 44.1 | 44.1 | NA | 70.0 | 11.9 | 27.1 | 6.2 | 44.1 | 8.9 | 27.1 | 4.3 | 17.6 | 17.1 | 14.0 | 4.9 | 12.3 | 33.3 | 21.1 | 34.2 | 68.9 |
Standard Deviation(%) | NA | 15.4 | 14.7 | 20.6 | 26.0 | 21.9 | NA | 26.2 | 15.8 | 28.0 | 18.0 | 42.1 | 15.5 | 21.3 | 10.4 | 18.7 | 17.2 | 13.9 | 12.5 | 15.7 | 31.0 | 24.8 | 39.6 | 64.5 |
Treynor Ratio | NA | 0.39 | 0.33 | 0.04 | 0.12 | 0.08 | NA | 0.07 | 0.23 | -0.23 | 0.23 | 0.24 | 0.3 | -0.14 | 0.18 | 0.06 | -0.05 | 0.06 | 0.37 | 0.29 | -0.09 | 0.22 | 0.51 | -0.67 |
Alpha | NA | 0.08 | 0.05 | 0.01 | 0.02 | 0.0 | NA | -0.01 | 0.03 | -0.01 | 0.0 | 0.03 | 0.0 | -0.02 | 0.0 | -0.02 | -0.02 | -0.03 | 0.01 | 0.04 | -0.03 | -0.01 | 0.03 | -0.15 |
Beta | NA | 1.1 | 1.02 | 1.04 | 1.08 | 1.1 | NA | 1.12 | 0.98 | 1.06 | 1.13 | 1.1 | 1.15 | 1.23 | 1.16 | 1.18 | 1.08 | 1.03 | 0.96 | 1.02 | 1.13 | 1.13 | 1.18 | 1.14 |
RSquared | NA | 0.71 | 0.81 | 0.91 | 0.92 | 0.91 | NA | 0.93 | 0.9 | 0.96 | 0.87 | 0.93 | 0.89 | 0.89 | 0.77 | 0.92 | 0.92 | 0.86 | 0.92 | 0.93 | 0.98 | 0.97 | 0.94 | 0.92 |
Yield(%) | N/A | 0.0 | 12.9 | 10.2 | 10.1 | 8.6 | 16.2 | N/A | 13.8 | 12.1 | 10.0 | 0.2 | 0.2 | 14.1 | 19.1 | 23.4 | 6.4 | 0.9 | 1.0 | 0.5 | 1.1 | 0.8 | 1.0 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | -26.2 | 187.6 | -39.9 | N/A | N/A | N/A | -26.3 | 43.5 | 5685.7 | 40.0 | -99.0 | -25.5 | -30.0 | 215.8 | 627.5 | 25.0 | 128.6 | -54.8 | 72.2 | 20.0 | -65.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) 0.30% (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) 0.22% (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) 0.05% (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) 0.40% (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) 0.07% (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) 0.34% (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) 0.15% (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) 0.10% (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) 0.10% (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) 0.39% (90%)
Best ETFs
- MDY (SPDR® S&P MIDCAP 400 ETF Trust) 0.04% (100%)
- CSD (Invesco S&P Spin-Off ETF) 1.01% (97%)
- CZA (Invesco Zacks Mid-Cap ETF) 0.55% (96%)
- EZM (WisdomTree U.S. MidCap Earnings Fund) 0.32% (96%)
- FNX (First Trust Mid Cap Core AlphaDEX® Fund) 0.06% (95%)
- IJH (iShares Core S&P Mid-Cap ETF) 0.05% (95%)
- IWR (iShares Russell Mid-Cap ETF) 0.19% (94%)
- VXF (Vanguard Extended Market Index Fund ETF Shares) 0.12% (94%)
- IVOO (Vanguard S&P Mid-Cap 400 Index Fund ETF Shares) 0.11% (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) 0.0% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.48% (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) 1.20% (99%)
- FUND (Sprott Focus Trust) 0.13% (98%)