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FLVCX: FIDELITY LEVERAGED COMPANY STOCK FUND FIDELITY LEVERAGED COMPANY STOCK FUND (MUTUAL FUND)
Basic Info 38.35 0.07(0.18%) April 24
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (84%) |
Start Date: | 01/10/2001 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 8.83% |
Expenses | 0.74% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/11/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 10.0 | 30.5 | 5.6 | 13.1 | 7.7 | 13.0 | 9.4 | 11.3 | 26.1 | -23.0 | 26.1 | 26.7 | 35.6 | -16.4 | 4.4 | 7.2 | -6.0 | 5.6 | 35.1 | 28.8 | -10.6 | 24.5 | 59.6 | -54.5 | 17.8 | 17.5 | 17.5 | 31.2 | 96.3 | -1.8 | -0.4 |
Sharpe Ratio | NA | 1.36 | 1.48 | 0.1 | 0.43 | 0.29 | NA | NA | 0.41 | 1.4 | -0.87 | 1.45 | 0.63 | 2.2 | -0.83 | 0.21 | 0.37 | -0.35 | 0.4 | 2.81 | 1.85 | -0.34 | 0.99 | 1.5 | -1.04 | 0.79 | 0.95 | 0.99 | 1.74 | 5.2 | -0.1 | -0.12 |
Draw Down(%) | NA | 7.8 | 11.9 | 27.5 | 44.1 | 44.1 | NA | NA | 70.0 | 11.9 | 27.2 | 6.2 | 44.1 | 8.9 | 27.2 | 14.3 | 17.6 | 17.1 | 14.0 | 4.9 | 12.3 | 33.3 | 21.3 | 34.2 | 68.9 | 15.3 | 14.7 | 11.2 | 12.3 | 14.5 | 34.5 | 29.4 |
Standard Deviation(%) | NA | 15.3 | 14.8 | 20.6 | 26.0 | 22.3 | NA | NA | 24.7 | 15.8 | 28.0 | 18.0 | 42.2 | 15.5 | 21.3 | 17.9 | 18.7 | 17.2 | 13.9 | 12.5 | 15.7 | 31.0 | 24.7 | 39.6 | 53.2 | 18.9 | 15.0 | 15.5 | 17.3 | 18.4 | 28.1 | 22.6 |
Treynor Ratio | NA | 0.2 | 0.22 | 0.02 | 0.1 | 0.06 | NA | NA | 0.09 | 0.23 | -0.23 | 0.23 | 0.24 | 0.3 | -0.14 | 0.03 | 0.06 | -0.06 | 0.05 | 0.37 | 0.28 | -0.09 | 0.22 | 0.5 | -0.49 | 0.14 | 0.13 | 0.14 | 0.26 | 0.96 | -0.03 | -0.03 |
Alpha | NA | 0.07 | 0.04 | 0.01 | 0.01 | -0.01 | NA | NA | 0.01 | 0.03 | -0.01 | 0.0 | 0.03 | 0.0 | -0.02 | -0.06 | -0.02 | -0.02 | -0.03 | 0.01 | 0.04 | -0.03 | -0.01 | 0.03 | -0.06 | 0.04 | 0.01 | 0.01 | 0.02 | 0.15 | 0.06 | 0.0 |
Beta | NA | 1.06 | 1.01 | 1.04 | 1.08 | 1.1 | NA | NA | 1.09 | 0.98 | 1.06 | 1.13 | 1.1 | 1.15 | 1.23 | 1.14 | 1.18 | 1.08 | 1.03 | 0.96 | 1.02 | 1.13 | 1.12 | 1.18 | 1.13 | 1.08 | 1.1 | 1.13 | 1.19 | 0.99 | 0.91 | 0.86 |
RSquared | NA | 0.69 | 0.82 | 0.91 | 0.92 | 0.87 | NA | NA | 0.87 | 0.9 | 0.95 | 0.87 | 0.93 | 0.89 | 0.89 | 0.28 | 0.92 | 0.92 | 0.86 | 0.92 | 0.93 | 0.98 | 0.97 | 0.94 | 0.91 | 0.9 | 0.84 | 0.78 | 0.74 | 0.76 | 0.65 | 0.71 |
Yield(%) | N/A | 0.0 | 12.8 | 9.7 | 9.4 | 7.3 | 14.5 | 9.7 | N/A | 13.7 | 12.1 | 9.9 | 0.1 | 0.1 | 14.1 | 3.8 | 23.3 | 6.3 | 0.8 | 0.9 | 0.5 | 1.0 | 0.5 | 0.8 | 1.2 | 6.2 | 5.7 | 2.8 | 11.1 | 2.6 | 0.0 | 1.9 |
Dividend Growth(%) | N/A | -100.0 | -26.5 | 189.5 | -23.4 | 340.6 | N/A | N/A | N/A | -26.5 | 44.2 | 9900.0 | 33.3 | -99.4 | 275.6 | -86.1 | 219.9 | 741.2 | 21.4 | 133.3 | -58.6 | 163.6 | -8.3 | -69.2 | -78.1 | 17.1 | 145.2 | -71.0 | 692.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2001
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