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FSMGX: Fidelity Mid Cap Growth (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/20/2001 |
Last Dividend Date: | 04/30/2010 |
12-Mo. Yield | 0.00% |
Expenses | 0.79% |
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Performance Analytics (As of 01/11/2013)
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(%) | 0.4 | 9.4 | 8.3 | 1.7 | 6.8 | 3.6 | 3.3 | 12.2 | -8.4 | 25.6 | 46.4 | -49.3 | 2.4 | 7.9 | 13.6 | 16.2 | 40.6 | -30.5 | 5.3 |
Sharpe Ratio | NA | 0.58 | 0.35 | 0.05 | 0.23 | 0.1 | 13.09 | 0.76 | -0.28 | 1.15 | 1.6 | -1.13 | -0.03 | 0.25 | 0.75 | 0.97 | 2.2 | -1.1 | 2.5 |
Draw Down(%) | NA | 13.7 | 26.9 | 59.0 | 62.4 | 62.4 | 0.2 | 13.7 | 26.9 | 16.5 | 22.1 | 59.8 | 13.4 | 18.1 | 9.2 | 14.5 | 11.6 | 40.2 | 5.5 |
Standard Deviation(%) | NA | 16.1 | 23.8 | 30.4 | 25.1 | 25.0 | 13.5 | 16.2 | 30.3 | 22.3 | 28.9 | 44.4 | 19.2 | 18.7 | 15.3 | 15.7 | 18.1 | 28.8 | 24.2 |
Treynor Ratio | NA | 0.1 | 0.08 | 0.01 | 0.06 | 0.03 | 1.71 | 0.13 | -0.08 | 0.26 | 0.49 | -0.54 | -0.01 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.04 | -0.05 | -0.02 | -0.01 | -0.04 | -0.01 | -0.02 | -0.01 | 0.02 | -0.03 | -0.06 | 0.0 | NA | NA | NA | NA | NA |
Beta | NA | 0.97 | 1.02 | 0.97 | 0.99 | 0.97 | 1.03 | 0.97 | 1.05 | 0.96 | 0.94 | 0.94 | 1.08 | 1.22 | NA | NA | NA | NA | NA |
RSquared | NA | 0.94 | 0.95 | 0.96 | 0.78 | 0.68 | 0.98 | 0.93 | 0.98 | 0.91 | 0.95 | 0.97 | 0.94 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.1 | 0.2 | 2.0 | N/A | 0.0 | 0.0 | 0.0 | 0.4 | 0.0 | 0.5 | 5.7 | 1.3 | 2.6 | 1.7 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -95.3 | -93.1 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -92.4 | 338.9 | -40.0 | 76.5 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2001
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