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FMGKX: FIDELITY MAGELLAN FUND CLASS K (MUTUAL FUND)
Basic Info 15.51 0.15(0.96%) July 01
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 05/09/2008 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 8.07% |
| Expenses | 0.68% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/09/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 9.8 | 14.7 | 21.0 | 15.5 | 13.6 | 14.4 | 10.1 | 28.2 | 31.1 | -27.1 | 27.1 | 28.5 | 31.3 | -5.6 | 26.6 | 5.3 | 4.2 | 14.2 | 35.4 | 18.1 | -11.4 | 12.6 | 41.3 | -46.4 |
| Sharpe Ratio | NA | 0.71 | 0.5 | 0.9 | 0.69 | 0.6 | NA | 0.41 | 1.52 | 1.91 | -0.99 | 1.66 | 0.81 | 2.2 | -0.36 | 3.07 | 0.35 | 0.25 | 1.08 | 2.88 | 1.31 | -0.44 | 0.61 | 1.31 | -1.19 |
| Draw Down(%) | NA | 20.1 | 20.1 | 20.9 | 33.0 | 33.0 | NA | 59.4 | 10.1 | 8.6 | 32.1 | 8.0 | 31.7 | 6.0 | 22.6 | 3.5 | 13.4 | 13.1 | 7.7 | 5.8 | 11.8 | 26.8 | 17.6 | 25.1 | 59.4 |
| Standard Deviation(%) | NA | 26.9 | 22.7 | 19.9 | 20.6 | 20.4 | NA | 22.5 | 16.1 | 14.5 | 28.8 | 16.3 | 34.7 | 13.6 | 19.2 | 8.5 | 14.5 | 16.3 | 13.1 | 12.3 | 13.9 | 26.1 | 20.4 | 31.6 | 52.7 |
| Treynor Ratio | NA | 0.23 | 0.14 | 0.23 | 0.19 | 0.15 | NA | 0.1 | 0.31 | 0.4 | -0.38 | 0.4 | 0.3 | 0.48 | -0.08 | 0.29 | 0.05 | 0.04 | 0.15 | 0.36 | 0.2 | -0.12 | 0.12 | 0.33 | -0.53 |
| Alpha | NA | 0.02 | 0.0 | 0.01 | 0.02 | 0.0 | NA | -0.01 | 0.01 | 0.0 | 0.02 | 0.06 | -0.07 | 0.01 | -0.03 | 0.0 | 0.02 | -0.02 | 0.01 | 0.0 | 0.0 | -0.05 | 0.0 | -0.01 | -0.07 |
| Beta | NA | 0.81 | 0.82 | 0.78 | 0.75 | 0.81 | NA | 0.92 | 0.8 | 0.69 | 0.74 | 0.68 | 0.94 | 0.62 | 0.9 | 0.89 | 0.94 | 0.99 | 0.94 | 0.99 | 0.93 | 0.97 | 1.04 | 1.24 | 1.18 |
| RSquared | NA | 0.93 | 0.93 | 0.9 | 0.89 | 0.89 | NA | 0.9 | 0.92 | 0.82 | 0.91 | 0.81 | 0.95 | 0.69 | 0.96 | 0.8 | 0.92 | 0.96 | 0.96 | 0.95 | 0.94 | 0.97 | 0.96 | 0.93 | 0.95 |
| Yield(%) | N/A | 4.7 | 8.1 | 9.6 | 8.6 | 9.5 | 12.9 | N/A | 7.5 | 13.6 | 3.6 | 8.5 | 0.4 | 17.1 | 9.3 | 11.0 | 3.1 | 7.7 | 13.3 | 8.8 | 1.7 | 0.7 | 1.1 | 1.0 | 0.2 |
| Dividend Growth(%) | N/A | -24.0 | 90.1 | 5.1 | 12.6 | N/A | N/A | N/A | -36.9 | 167.2 | -50.0 | 2684.6 | -97.5 | 56.3 | -3.7 | 270.4 | -61.1 | -42.2 | 84.9 | 492.9 | 112.2 | -25.8 | 53.8 | 143.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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