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FMILX: FIDELITY NEW MILLENNIUM FUND FIDELITY NEW MILLENNIUM FUND (MUTUAL FUND)
Basic Info 57.21 0.83(1.47%) May 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 03/26/1993 |
| Last Dividend Date: | 12/26/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.89% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/26/1993 |
2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.2 | -3.7 | 8.1 | 12.9 | 15.6 | 9.3 | 10.9 | 10.5 | 12.5 | 24.4 | 21.0 | -4.0 | 16.7 | -1.2 | 26.2 | -6.3 | 20.1 | 14.9 | -3.4 | 6.8 | 37.2 | 15.6 | 2.5 | 18.9 | 40.2 | -40.2 | 16.8 | 16.1 | 10.1 | 4.5 | 37.3 | -19.2 | -18.2 | -3.8 | 108.8 | 27.9 | 24.7 | 23.1 | 51.9 | 0.8 | 18.1 |
| Sharpe Ratio | NA | -0.45 | 0.08 | 0.46 | 0.7 | 0.41 | NA | NA | 0.48 | 1.2 | 1.25 | -0.27 | 1.04 | -0.04 | 2.29 | -0.53 | 2.56 | 0.93 | -0.23 | 0.56 | 3.09 | 1.22 | 0.1 | 0.89 | 1.36 | -1.02 | 0.8 | 0.74 | 0.54 | 0.21 | 1.84 | -0.73 | -0.63 | -0.16 | 3.71 | 0.93 | 0.99 | 1.27 | 3.47 | -0.2 | 2.26 |
| Draw Down(%) | NA | 20.5 | 22.3 | 22.3 | 22.3 | 38.9 | NA | NA | 58.3 | 10.2 | 9.3 | 16.6 | 7.8 | 38.9 | 7.1 | 20.2 | 3.2 | 12.8 | 13.1 | 9.2 | 5.5 | 11.0 | 18.2 | 17.2 | 24.7 | 51.9 | 10.2 | 19.2 | 11.8 | 20.2 | 13.4 | 31.9 | 43.7 | 38.3 | 11.4 | 30.9 | 16.8 | 14.9 | 8.0 | 11.9 | 5.9 |
| Standard Deviation(%) | NA | 29.7 | 21.3 | 18.4 | 18.6 | 18.7 | NA | NA | 22.2 | 14.8 | 13.5 | 20.5 | 16.0 | 36.2 | 10.8 | 14.3 | 7.6 | 15.9 | 15.3 | 12.2 | 12.0 | 12.9 | 24.1 | 21.3 | 29.5 | 40.2 | 17.2 | 17.4 | 14.7 | 16.6 | 19.9 | 27.8 | 32.8 | 48.1 | 28.5 | 26.4 | 21.3 | 15.3 | 13.9 | 10.8 | 9.8 |
| Treynor Ratio | NA | -0.17 | 0.02 | 0.14 | 0.26 | 0.13 | NA | NA | 0.13 | 0.28 | 0.27 | -0.12 | 0.64 | -0.02 | 0.59 | -0.13 | 0.29 | 0.16 | -0.04 | 0.08 | 0.39 | 0.19 | 0.03 | 0.17 | 0.34 | -0.39 | 0.14 | 0.11 | 0.08 | 0.03 | 0.39 | -0.25 | -0.25 | -0.07 | 1.06 | 0.27 | 0.25 | 0.31 | 0.71 | -0.03 | 0.34 |
| Alpha | NA | -0.01 | -0.01 | 0.01 | 0.03 | 0.01 | NA | NA | 0.02 | 0.02 | -0.02 | 0.07 | 0.06 | -0.13 | 0.03 | -0.03 | 0.0 | 0.06 | -0.04 | -0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.02 | 0.06 | 0.0 | -0.01 | 0.04 | 0.06 | 0.05 | 0.11 | 0.24 | 0.0 | 0.02 | 0.04 | 0.09 | -0.01 | 0.08 |
| Beta | NA | 0.79 | 0.73 | 0.62 | 0.5 | 0.61 | NA | NA | 0.84 | 0.64 | 0.63 | 0.45 | 0.26 | 0.8 | 0.42 | 0.61 | 0.66 | 0.94 | 0.87 | 0.85 | 0.96 | 0.83 | 0.89 | 1.09 | 1.17 | 1.05 | 1.0 | 1.16 | 1.03 | 1.02 | 0.94 | 0.82 | 0.85 | 1.19 | 0.99 | 0.91 | 0.83 | 0.63 | 0.68 | 0.72 | 0.65 |
| RSquared | NA | 0.97 | 0.87 | 0.79 | 0.51 | 0.61 | NA | NA | 0.71 | 0.78 | 0.77 | 0.65 | 0.15 | 0.64 | 0.5 | 0.78 | 0.56 | 0.77 | 0.85 | 0.89 | 0.92 | 0.88 | 0.96 | 0.96 | 0.95 | 0.95 | 0.91 | 0.74 | 0.69 | 0.79 | 0.84 | 0.86 | 0.82 | 0.73 | 0.55 | 0.69 | 0.62 | 0.34 | 0.26 | 0.5 | 0.38 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.6 | 1.5 | 4.9 | 7.0 | 7.9 | N/A | 0.0 | 0.4 | 1.5 | 2.4 | 1.5 | 5.7 | 14.2 | 9.6 | 7.3 | 10.4 | 8.6 | 6.5 | 10.5 | 3.1 | 0.6 | 0.6 | 0.6 | 14.9 | 31.2 | 0.0 | 0.2 | 0.0 | 0.7 | 1.7 | 20.7 | 24.1 | 8.8 | 14.5 | 3.5 | 11.7 | 2.3 | 2.4 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -75.5 | -87.2 | -22.7 | -27.1 | N/A | N/A | -100.0 | -77.8 | -24.7 | 46.5 | -67.1 | -68.9 | 63.9 | 45.0 | -40.3 | 19.4 | 65.6 | -33.9 | 239.6 | 465.0 | 52.4 | -44.7 | -95.7 | -60.6 | N/A | -100.0 | 590.0 | -94.8 | -63.8 | -94.8 | 58.7 | 228.4 | -32.9 | 381.7 | -57.1 | 400.0 | 7.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/26/1993
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See LARGE GROWTH Asset Class Trend Rankings |
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