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FTQGX: FIDELITY FOCUSED STOCK FUND FIDELITY FOCUSED STOCK FUND (MUTUAL FUND)
Basic Info 35.73 0.11(0.31%) April 25
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (88%) |
Start Date: | 02/05/1997 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 0.52% |
Expenses | 0.47% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/06/1997 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 18.0 | 46.8 | 9.4 | 15.7 | 14.1 | 16.3 | 12.5 | 9.5 | 28.9 | -26.7 | 26.9 | 33.4 | 31.4 | 4.9 | 31.3 | 3.3 | 1.6 | 4.6 | 38.1 | 16.6 | 0.6 | 24.1 | 25.2 | -33.0 | 17.1 | 5.1 | 18.2 | 15.8 | 23.1 | -39.3 | -13.6 | -5.9 | 35.5 | 17.7 | 14.3 |
Sharpe Ratio | NA | 2.83 | 2.11 | 0.32 | 0.58 | 0.64 | NA | NA | 0.38 | 1.54 | -1.11 | 1.35 | 0.94 | 2.05 | 0.17 | 3.01 | 0.21 | 0.09 | 0.3 | 2.56 | 1.11 | 0.02 | 1.13 | 0.89 | -0.92 | 0.74 | 0.13 | 1.12 | 1.06 | 1.42 | -1.28 | -0.79 | -0.4 | 1.71 | 0.76 | 0.7 |
Draw Down(%) | NA | 8.1 | 10.8 | 32.3 | 32.3 | 32.3 | NA | NA | 61.3 | 10.8 | 30.9 | 10.1 | 31.3 | 7.8 | 20.9 | 3.5 | 13.2 | 14.3 | 12.3 | 6.9 | 11.8 | 20.7 | 16.5 | 22.8 | 42.2 | 11.6 | 11.1 | 9.6 | 9.4 | 12.1 | 48.2 | 28.7 | 19.5 | 8.5 | 19.0 | 15.5 |
Standard Deviation(%) | NA | 18.9 | 16.9 | 20.2 | 23.7 | 20.1 | NA | NA | 21.1 | 16.2 | 25.4 | 19.9 | 35.3 | 14.7 | 21.2 | 10.2 | 14.7 | 17.0 | 15.3 | 14.9 | 15.0 | 25.2 | 21.2 | 28.1 | 36.8 | 19.0 | 14.1 | 14.3 | 14.0 | 15.8 | 31.6 | 20.6 | 24.9 | 18.9 | 18.9 | 17.6 |
Treynor Ratio | NA | 0.56 | 0.4 | 0.09 | 0.17 | 0.15 | NA | NA | 0.1 | 0.31 | -0.44 | 0.32 | 0.34 | 0.45 | 0.04 | 0.28 | 0.03 | 0.01 | 0.04 | 0.33 | 0.17 | 0.01 | 0.22 | 0.23 | -0.36 | 0.13 | 0.02 | 0.16 | 0.18 | 0.29 | -0.43 | -0.34 | -0.15 | 0.41 | 0.21 | 0.18 |
Alpha | NA | 0.13 | 0.03 | 0.03 | 0.02 | 0.01 | NA | NA | 0.01 | -0.02 | 0.0 | 0.05 | -0.06 | 0.01 | 0.02 | -0.01 | 0.02 | -0.03 | -0.03 | -0.01 | 0.0 | 0.0 | 0.04 | -0.04 | 0.02 | 0.02 | 0.01 | 0.03 | 0.04 | 0.01 | -0.03 | 0.01 | 0.03 | 0.07 | -0.01 | 0.01 |
Beta | NA | 0.95 | 0.9 | 0.7 | 0.81 | 0.84 | NA | NA | 0.83 | 0.8 | 0.64 | 0.85 | 0.96 | 0.66 | 0.99 | 1.08 | 0.95 | 1.02 | 1.06 | 1.17 | 0.98 | 0.93 | 1.08 | 1.1 | 0.95 | 1.1 | 0.95 | 1.01 | 0.85 | 0.78 | 0.93 | 0.48 | 0.65 | 0.79 | 0.68 | 0.71 |
RSquared | NA | 0.89 | 0.89 | 0.84 | 0.87 | 0.87 | NA | NA | 0.84 | 0.87 | 0.86 | 0.84 | 0.95 | 0.68 | 0.95 | 0.83 | 0.91 | 0.95 | 0.89 | 0.9 | 0.91 | 0.96 | 0.96 | 0.93 | 0.93 | 0.91 | 0.78 | 0.69 | 0.77 | 0.9 | 0.87 | 0.67 | 0.83 | 0.79 | 0.75 | 0.7 |
Yield(%) | N/A | 0.0 | 0.7 | 6.6 | 9.3 | 10.0 | 16.7 | 12.9 | N/A | 0.8 | 5.4 | 15.3 | 13.4 | 6.3 | 13.4 | 7.8 | 1.1 | 5.7 | 9.9 | 7.3 | 5.9 | 0.1 | 0.0 | 0.6 | 0.5 | 10.8 | 0.1 | 0.4 | 0.6 | 0.3 | 0.0 | 0.0 | 8.1 | 15.2 | 2.3 | 5.7 |
Dividend Growth(%) | N/A | -100.0 | -90.4 | -14.9 | 50.8 | 449.4 | N/A | N/A | N/A | -90.4 | -60.0 | 32.4 | 168.9 | -57.0 | 113.2 | 620.0 | -81.1 | -45.4 | 71.7 | 37.8 | 4000.0 | N/A | -100.0 | -28.6 | -94.8 | 13400.0 | -75.0 | -20.0 | 150.0 | N/A | N/A | -100.0 | -37.4 | 680.8 | -57.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/1997
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