Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDEKX (FIDELITY DISCIPLINED EQUITY FUND CLASS K) | 14.34% | 29.64% | 24.37% | 12.45% | 14.52% | 13.40% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDEKX (FIDELITY DISCIPLINED EQUITY FUND CLASS K) | 05/22/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 29.64 | 24.37 | 12.45 | 14.52 | 13.40 | NA | … | … | 14.34 | 16.51 | 25.10 | 34.18 | -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 | 1.82 | 1.20 | 0.49 | 0.64 | NA | NA | … | … | 1.83 | 0.63 | 1.34 | 2.09 | -1.11 | 1.65 | 0.83 | 2.21 | -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 | 15.73 | 17.96 | 20.07 | 20.07 | NA | NA | … | … | 18.50 | 21.82 | 15.99 | 14.72 | 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 | 12.48 | 22.29 | 33.65 | 33.65 | NA | NA | … | … | 12.48 | 22.29 | 10.95 | 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 | 8.46 | 9.28 | 5.25 | 6.86 | 8.20 | 5.34 | … | … | 0.00 | 8.68 | 10.81 | 5.97 | 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 06/04/2026, Common starting date 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 |
14.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart