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FTRNX: FIDELITY TREND FUND FIDELITY TREND FUND (MUTUAL FUND)
Basic Info 166.58 3.68(2.26%) April 23
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (88%) |
Start Date: | 12/11/1980 |
Last Dividend Date: | 02/09/2024 |
12-Mo. Yield | 0.04% |
Expenses | 0.58% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.7 | 12.2 | 37.9 | 7.9 | 17.5 | 15.3 | 17.3 | 12.1 | 11.0 | 44.4 | -33.7 | 22.9 | 47.0 | 36.1 | -3.2 | 29.5 | 4.5 | 5.2 | 14.0 | 35.1 | 18.5 | -0.8 | 19.8 | 44.5 | -44.5 | 18.9 | 13.1 | 7.4 | 10.7 | 27.7 | -20.9 | -12.4 | -7.2 | 41.0 | 2.8 | 13.8 | 17.0 | 22.2 | -6.7 | 19.3 | 16.8 | 36.3 | -12.7 | 31.5 | 24.4 | -4.0 | 13.5 | 24.3 | -2.2 | 26.6 | 8.5 | -5.4 | 5.9 |
Sharpe Ratio | NA | 1.32 | 1.61 | 0.18 | 0.58 | 0.63 | NA | NA | 0.42 | 2.22 | -1.02 | 1.19 | 1.31 | 2.31 | -0.21 | 3.15 | 0.3 | 0.32 | 0.67 | 2.87 | 1.33 | -0.03 | 1.01 | 1.66 | -1.14 | 0.9 | 0.94 | 0.5 | 0.86 | 1.61 | -0.86 | -0.67 | -0.46 | 2.12 | -0.02 | 0.55 | 1.13 | 1.84 | -0.89 | 1.65 | 1.23 | 2.11 | -1.11 | 2.07 | 1.38 | -0.26 | 0.7 | 1.84 | -0.68 | 1.46 | 0.05 | -1.01 | 13.46 |
Draw Down(%) | NA | 8.5 | 13.1 | 39.0 | 39.0 | 39.0 | NA | NA | 56.3 | 13.1 | 37.5 | 11.1 | 30.7 | 7.1 | 23.6 | 2.7 | 13.7 | 12.7 | 10.3 | 6.5 | 10.9 | 20.2 | 16.5 | 21.4 | 53.6 | 10.1 | 9.4 | 6.9 | 7.8 | 13.4 | 32.1 | 29.3 | 20.1 | 12.0 | 40.8 | 19.0 | 12.6 | 4.9 | 15.0 | 6.7 | 8.5 | 8.6 | 26.5 | 10.9 | 7.8 | 39.0 | 12.7 | 8.2 | 17.9 | 8.9 | 23.2 | 17.0 | 1.4 |
Standard Deviation(%) | NA | 20.3 | 18.0 | 24.9 | 26.3 | 22.1 | NA | NA | 19.5 | 18.2 | 34.6 | 19.2 | 35.6 | 15.0 | 21.1 | 9.2 | 14.5 | 16.0 | 20.9 | 12.2 | 14.0 | 26.5 | 19.5 | 26.7 | 39.8 | 17.8 | 10.5 | 10.4 | 11.3 | 16.7 | 25.6 | 22.2 | 24.4 | 17.8 | 26.6 | 18.6 | 11.8 | 10.0 | 10.8 | 10.4 | 11.6 | 15.4 | 16.0 | 12.4 | 14.2 | 31.4 | 13.2 | 10.4 | 12.9 | 14.1 | 19.6 | 15.3 | 14.2 |
Treynor Ratio | NA | 0.25 | 0.29 | 0.05 | 0.16 | 0.15 | NA | NA | 0.11 | 0.43 | -0.38 | 0.27 | 0.47 | 0.5 | -0.04 | 0.28 | 0.05 | 0.05 | 0.15 | 0.35 | 0.2 | -0.01 | 0.2 | 0.41 | -0.43 | 0.15 | 0.13 | 0.06 | 0.13 | 0.32 | -0.28 | -0.26 | -0.18 | 0.5 | -0.01 | 0.15 | 0.23 | 0.34 | -0.12 | 0.21 | 0.18 | 0.37 | -0.24 | 0.32 | 0.24 | -0.21 | 0.32 | 1.97 | -6.21 | -17.63 | 0.1 | -0.96 | 46.91 |
Alpha | NA | 0.05 | 0.01 | 0.03 | 0.02 | 0.01 | NA | NA | 0.02 | 0.0 | 0.02 | 0.04 | -0.03 | 0.02 | -0.02 | -0.01 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.02 | -0.03 | 0.03 | 0.04 | -0.01 | 0.02 | 0.02 | 0.04 | 0.03 | 0.02 | 0.09 | -0.08 | 0.0 | 0.02 | 0.01 | -0.04 | 0.08 | 0.06 | -0.01 | -0.07 | 0.01 | 0.06 | 0.04 | 0.05 | 0.06 | -0.03 | 0.07 | 0.01 | -0.05 | 0.41 |
Beta | NA | 1.07 | 0.99 | 0.93 | 0.94 | 0.94 | NA | NA | 0.74 | 0.95 | 0.92 | 0.86 | 0.98 | 0.7 | 1.0 | 1.03 | 0.96 | 0.98 | 0.95 | 0.99 | 0.95 | 0.99 | 1.0 | 1.07 | 1.05 | 1.05 | 0.77 | 0.82 | 0.73 | 0.85 | 0.79 | 0.58 | 0.63 | 0.76 | 0.92 | 0.7 | 0.57 | 0.54 | 0.82 | 0.82 | 0.81 | 0.88 | 0.74 | 0.82 | 0.82 | 0.39 | 0.29 | 0.1 | 0.01 | -0.01 | 0.1 | 0.16 | 0.04 |
RSquared | NA | 0.96 | 0.95 | 0.96 | 0.97 | 0.9 | NA | NA | 0.67 | 0.96 | 0.98 | 0.93 | 0.97 | 0.72 | 0.98 | 0.91 | 0.95 | 0.98 | 0.37 | 0.96 | 0.96 | 0.99 | 0.97 | 0.97 | 0.98 | 0.94 | 0.9 | 0.86 | 0.89 | 0.95 | 0.95 | 0.85 | 0.8 | 0.81 | 0.71 | 0.58 | 0.48 | 0.32 | 0.67 | 0.62 | 0.6 | 0.79 | 0.77 | 0.76 | 0.83 | 0.23 | 0.23 | 0.03 | 0.0 | 0.0 | 0.01 | 0.04 | 0.0 |
Yield(%) | N/A | 0.7 | 5.5 | 5.0 | 8.4 | 9.7 | 16.9 | 10.9 | N/A | 6.5 | 3.4 | 9.0 | 6.1 | 12.0 | 9.5 | 10.5 | 5.3 | 6.4 | 13.5 | 16.3 | 8.5 | 0.0 | 0.1 | 0.5 | 0.3 | 8.7 | 0.9 | 0.8 | 1.1 | 0.9 | 0.3 | 0.8 | 14.7 | 11.5 | 0.0 | 17.2 | 8.5 | 19.1 | 6.9 | 9.9 | 7.4 | 6.0 | 0.8 | 13.0 | 4.9 | 16.4 | 25.1 | 2.2 | 2.2 | 2.5 | 2.7 | 2.4 | 2.5 |
Dividend Growth(%) | N/A | -85.3 | 20.0 | -17.8 | 11.8 | 199.1 | 93.8 | N/A | N/A | 20.8 | -56.6 | 99.1 | -35.5 | 9.1 | 7.4 | 101.8 | -19.1 | -53.1 | -5.5 | 112.8 | N/A | -100.0 | -86.4 | 15.8 | -96.6 | 920.0 | 27.9 | -20.4 | 58.8 | 112.5 | -62.8 | -95.9 | 66.0 | N/A | -100.0 | 115.4 | -53.8 | 139.0 | -24.0 | 45.2 | 61.7 | 497.4 | -92.2 | 207.0 | -76.2 | -41.0 | 1324.1 | -4.8 | 6.4 | -1.3 | 2.6 | 1.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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