Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FDEKX (FIDELITY DISCIPLINED EQUITY FUND CLASS K) | 7.29% | 2.65% | 14.98% | 11.25% | 10.53% | 12.39% | NA | 8.69% |
Data as of 07/02/2025, AR inception is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDEKX (FIDELITY DISCIPLINED EQUITY FUND CLASS K) | 05/22/2008 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.03 | 2.65 | 14.98 | 11.25 | 10.53 | 12.39 | NA | 8.69 | 7.29 | 15.14 | 28.55 | -29.77 | 25.86 | 29.93 | 32.07 | -10.27 | 21.69 | 6.33 | 0.37 | 12.19 | 36.74 | 16.04 | -2.96 | 8.58 | 22.19 | -35.89 |
| Sharpe Ratio | NA | -0.01 | 0.53 | 0.49 | 0.44 | NA | NA | 0.36 | 0.45 | 0.47 | 1.61 | -1.11 | 1.65 | 0.83 | 2.22 | -0.67 | 2.82 | 0.44 | 0.02 | 1.01 | 3.09 | 1.15 | -0.12 | 0.43 | 0.85 | -1.10 |
| Standard Deviation(%) | NA | 24.68 | 20.76 | 20.84 | 20.41 | NA | NA | 21.41 | 27.98 | 18.12 | 15.22 | 28.26 | 15.70 | 35.53 | 13.82 | 17.38 | 7.49 | 13.77 | 15.70 | 12.11 | 11.88 | 14.03 | 25.71 | 19.77 | 25.94 | 47.66 |
| Draw Down(%) | NA | 27.26 | 27.26 | 33.65 | 33.65 | NA | NA | 51.32 | 22.29 | 12.12 | 9.05 | 32.28 | 6.54 | 32.85 | 6.57 | 21.88 | 2.41 | 11.87 | 12.80 | 8.84 | 6.33 | 12.52 | 24.39 | 16.87 | 25.70 | 49.08 |
| Yield(%) | 0.00 | 0.34 | 0.46 | 0.32 | 2.83 | 5.10 | 2.76 | 3.24 | 0.00 | 0.41 | 0.58 | 0.26 | 0.00 | 0.05 | 0.82 | 12.03 | 4.81 | 1.67 | 6.08 | 8.25 | 3.99 | 2.76 | 1.54 | 1.29 | 1.44 | 1.06 |
Data as of 07/02/2025, AR inception is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDEKX (FIDELITY DISCIPLINED EQUITY FUND CLASS K) |
-4.09%
Sep 2008 - Sep 2011 |
2.93%
Jun 2008 - Jun 2013 |
7.27%
Jun 2008 - Jun 2018 |
8.33%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDEKX (FIDELITY DISCIPLINED EQUITY FUND CLASS K) |
29.26%
Dec 2018 - Dec 2021 |
19.95%
Feb 2009 - Feb 2014 |
16.55%
Sep 2011 - Sep 2021 |
13.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart