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FLPKX: FIDELITY LOW-PRICED STOCK FUND CLASS K (MUTUAL FUND)
Basic Info 46.46 0.19(0.41%) April 26
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (61%) |
Start Date: | 05/22/2008 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 18.74% |
Expenses | 0.82% |
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Performance Analytics (As of 04/25/2024)
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(%) | 2.3 | 5.6 | 20.5 | 6.3 | 11.8 | 9.4 | 13.1 | 9.5 | 14.5 | -5.6 | 24.6 | 9.4 | 25.9 | -10.7 | 20.8 | 8.9 | -0.5 | 7.7 | 34.5 | 18.7 | -0.1 | 21.0 | 39.3 | -36.3 |
Sharpe Ratio | NA | 0.73 | 1.04 | 0.23 | 0.5 | 0.51 | NA | 0.47 | 0.86 | -0.37 | 1.8 | 0.28 | 2.19 | -0.94 | 3.22 | 0.67 | -0.04 | 0.87 | 3.64 | 1.48 | -0.01 | 1.25 | 1.55 | -1.24 |
Draw Down(%) | NA | 5.1 | 8.4 | 18.7 | 38.2 | 38.2 | NA | 51.2 | 8.4 | 18.7 | 7.1 | 38.2 | 7.5 | 20.1 | 2.0 | 10.2 | 10.0 | 7.1 | 4.5 | 12.1 | 20.6 | 15.5 | 25.2 | 50.4 |
Standard Deviation(%) | NA | 10.4 | 11.3 | 14.9 | 19.4 | 15.8 | NA | 18.2 | 12.0 | 19.2 | 13.7 | 32.5 | 11.2 | 12.8 | 6.3 | 13.0 | 12.4 | 8.9 | 9.5 | 12.7 | 21.7 | 16.7 | 25.2 | 42.7 |
Treynor Ratio | NA | 0.09 | 0.15 | 0.05 | 0.12 | 0.1 | NA | 0.11 | 0.14 | -0.1 | 0.33 | 0.11 | 0.31 | -0.16 | 0.3 | 0.11 | -0.01 | 0.12 | 0.48 | 0.23 | 0.0 | 0.28 | 0.52 | -0.68 |
Alpha | NA | 0.02 | 0.02 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.01 | 0.03 | 0.02 | -0.02 | 0.01 | -0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.03 | 0.02 | 0.0 | 0.01 | 0.03 | -0.03 |
Beta | NA | 0.81 | 0.8 | 0.72 | 0.79 | 0.78 | NA | 0.78 | 0.72 | 0.69 | 0.75 | 0.86 | 0.79 | 0.75 | 0.68 | 0.8 | 0.77 | 0.65 | 0.71 | 0.82 | 0.78 | 0.76 | 0.76 | 0.78 |
RSquared | NA | 0.86 | 0.88 | 0.82 | 0.87 | 0.87 | NA | 0.92 | 0.83 | 0.87 | 0.67 | 0.93 | 0.82 | 0.9 | 0.71 | 0.89 | 0.9 | 0.83 | 0.88 | 0.92 | 0.96 | 0.96 | 0.96 | 0.97 |
Yield(%) | N/A | 0.0 | 17.5 | 11.1 | 11.7 | 9.5 | 15.7 | N/A | 17.7 | 8.1 | 13.6 | 10.9 | 9.5 | 10.7 | 9.9 | 5.2 | 4.6 | 6.1 | 8.4 | 7.8 | 6.6 | 0.8 | 1.0 | 10.5 |
Dividend Growth(%) | N/A | -100.0 | 84.1 | 23.3 | 54.6 | N/A | N/A | N/A | 84.1 | -32.9 | 20.1 | 32.8 | -30.2 | 20.0 | 101.2 | 7.0 | -24.0 | -10.4 | 18.8 | 11.0 | 840.7 | 17.4 | -94.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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