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FOTTX: Fidelity 130/30 Large Cap (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/07/2008 |
Last Dividend Date: | 12/27/2012 |
12-Mo. Yield | 0.00% |
Expenses | 1.30% |
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Performance Analytics (As of 06/24/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/07/2008 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.9 | 31.3 | 13.4 | -2.2 | -1.9 | 15.9 | 13.9 | -3.8 | 9.7 | 3.6 | -37.5 |
Sharpe Ratio | NA | 2.23 | 0.65 | -0.09 | -0.08 | 2.47 | 1.0 | -0.14 | 0.43 | 0.15 | -1.11 |
Draw Down(%) | NA | 6.1 | 25.4 | 53.0 | 54.8 | 4.5 | 12.7 | 25.4 | 18.1 | 26.6 | 50.8 |
Standard Deviation(%) | NA | 14.0 | 20.6 | 26.7 | 26.0 | 14.7 | 14.0 | 27.8 | 22.3 | 24.0 | 42.7 |
Treynor Ratio | NA | 0.29 | 0.12 | -0.02 | -0.02 | 0.32 | 0.14 | -0.03 | 0.08 | 0.04 | -0.51 |
Alpha | NA | 0.02 | -0.03 | -0.06 | -0.04 | 0.02 | -0.01 | -0.02 | -0.03 | -0.07 | -0.05 |
Beta | NA | 1.06 | 1.12 | 0.98 | 0.98 | 1.12 | 1.02 | 1.14 | 1.17 | 0.84 | 0.93 |
RSquared | NA | 0.9 | 0.92 | 0.92 | 0.93 | 0.9 | 0.89 | 0.96 | 0.91 | 0.9 | 0.97 |
Yield(%) | N/A | 0.9 | 0.4 | 0.3 | N/A | 0.0 | 0.8 | 0.1 | 0.0 | 0.9 | 0.4 |
Dividend Growth(%) | N/A | 500.0 | N/A | N/A | N/A | -100.0 | 500.0 | N/A | -100.0 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2008
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