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FSLGX: Fidelity Large Cap Growth (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/20/2001 |
Last Dividend Date: | 12/14/2012 |
12-Mo. Yield | 0.00% |
Expenses | 0.88% |
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Performance Analytics (As of 06/24/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/20/2001 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -14.4 | 3.9 | 11.7 | 2.9 | 4.9 | 2.5 | -4.2 | 18.7 | -0.7 | 19.8 | 24.0 | -38.1 | 1.9 | 5.7 | 13.0 | 14.3 | 26.7 | -27.8 | 0.4 |
Sharpe Ratio | NA | 0.2 | 0.55 | 0.1 | 0.17 | 0.06 | -0.36 | 1.34 | -0.03 | 1.01 | 0.98 | -0.97 | -0.07 | 0.14 | 0.79 | 0.94 | 1.49 | -1.06 | 0.14 |
Draw Down(%) | NA | 16.7 | 20.1 | 45.4 | 53.1 | 53.1 | 16.7 | 11.0 | 20.1 | 16.2 | 23.3 | 49.9 | 12.2 | 16.0 | 9.0 | 11.6 | 13.0 | 36.9 | 5.0 |
Standard Deviation(%) | NA | 19.2 | 21.1 | 26.7 | 21.9 | 22.4 | 24.1 | 14.0 | 26.5 | 19.5 | 24.3 | 39.9 | 17.0 | 16.9 | 13.8 | 14.2 | 17.5 | 27.3 | 18.2 |
Treynor Ratio | NA | 0.04 | 0.12 | 0.03 | 0.04 | 0.01 | -0.08 | 0.2 | -0.01 | 0.2 | 0.25 | -0.37 | -0.01 | 0.02 | 0.1 | 0.15 | 0.29 | -0.34 | 0.03 |
Alpha | NA | -0.05 | -0.01 | -0.01 | 0.0 | 0.0 | -0.1 | 0.0 | 0.0 | 0.03 | -0.03 | 0.01 | -0.03 | 0.02 | 0.01 | 0.03 | 0.01 | 0.02 | 0.03 |
Beta | NA | 1.03 | 0.99 | 1.02 | 1.01 | 0.97 | 1.1 | 0.95 | 0.99 | 1.0 | 0.95 | 1.04 | 0.98 | 1.2 | 1.05 | 0.91 | 0.89 | 0.85 | 0.83 |
RSquared | NA | 0.55 | 0.86 | 0.92 | 0.9 | 0.91 | 0.41 | 0.96 | 0.98 | 0.97 | 0.93 | 0.95 | 0.9 | 0.84 | 0.81 | 0.88 | 0.96 | 0.96 | 0.96 |
Yield(%) | N/A | 0.8 | 0.3 | 0.3 | 2.4 | N/A | 0.0 | 0.8 | 0.0 | 0.0 | 0.4 | 0.5 | 10.7 | 2.3 | 2.4 | 0.4 | 0.0 | 1.2 | 0.0 |
Dividend Growth(%) | N/A | N/A | -92.8 | -91.1 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -40.0 | -96.0 | 359.3 | 12.5 | 500.0 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2001
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