Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FDFFX (FIDELITY INDEPENDENCE FUND FIDELITY INDEPENDENCE FUND) | NA | 378.65% | 94.13% | 55.85% | 33.57% | 21.04% | 17.61% | 15.94% |
Data as of 11/24/2021, AR inception is 01/12/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDFFX (FIDELITY INDEPENDENCE FUND FIDELITY INDEPENDENCE FUND) | 01/12/1984 | 11/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 378.65 | 94.13 | 55.85 | 33.57 | 21.04 | 17.61 | 15.94 | 343.23 | 32.51 | 31.99 | -5.98 | 26.40 | -1.21 | 0.14 | 11.41 | 40.22 | 19.95 | -10.84 | 22.24 | 39.87 | -48.09 | 29.53 | 12.26 | 10.55 | 11.99 | 23.66 | -14.94 | -27.23 | 2.99 | 47.32 | 36.03 | 18.54 | 8.39 | 24.24 | 0.11 | 22.18 | 10.77 | 45.69 | -10.16 | 30.42 | 15.53 | 10.10 | 6.77 | 27.34 | -3.09 |
| Sharpe Ratio | NA | 2.95 | 1.22 | 0.91 | 0.74 | NA | NA | 0.43 | 3.12 | 0.91 | 2.25 | -0.38 | 2.97 | -0.08 | 0.01 | 0.68 | 2.75 | 1.16 | -0.35 | 0.94 | 1.23 | -0.94 | 1.31 | 0.71 | 0.66 | 0.78 | 1.23 | -0.69 | -1.01 | -0.03 | 1.94 | 1.51 | 0.82 | 0.47 | 3.47 | -0.42 | 2.17 | 0.69 | 2.86 | -1.10 | 2.42 | 0.78 | 0.12 | 0.15 | 2.29 | -0.77 |
| Standard Deviation(%) | NA | 128.52 | 77.45 | 60.61 | 44.58 | NA | NA | 30.59 | 135.39 | 35.33 | 13.54 | 19.44 | 8.71 | 17.57 | 18.24 | 16.66 | 14.63 | 17.35 | 30.97 | 23.62 | 32.42 | 52.14 | 20.23 | 12.53 | 12.49 | 14.12 | 18.59 | 23.36 | 29.70 | 46.70 | 22.64 | 21.53 | 18.11 | 10.09 | 5.84 | 7.15 | 9.17 | 11.98 | 14.52 | 14.17 | 10.13 | 13.58 | 50.96 | 15.76 | 9.54 | 13.17 |
| Draw Down(%) | NA | 8.04 | 31.81 | 31.81 | 31.81 | NA | NA | 62.97 | 8.04 | 31.81 | 6.01 | 23.05 | 3.43 | 18.82 | 16.97 | 12.59 | 7.92 | 13.75 | 29.20 | 19.07 | 25.69 | 60.28 | 13.36 | 12.19 | 8.79 | 12.32 | 14.98 | 32.63 | 40.76 | 35.74 | 12.74 | 23.38 | 12.65 | 11.42 | 3.11 | 8.16 | 7.55 | 8.09 | 8.87 | 26.11 | 7.30 | 7.18 | 37.07 | 12.74 | 6.98 | 17.87 |
| Yield(%) | 0.00 | 30.87 | 19.64 | 16.30 | 16.42 | 10.51 | 11.15 | 14.89 | 25.88 | 5.58 | 13.32 | 10.36 | 14.96 | 5.95 | 6.93 | 4.92 | 0.41 | 0.22 | 0.23 | 0.00 | 0.26 | 2.11 | 1.14 | 0.50 | 0.34 | 0.93 | 0.74 | 2.18 | 1.26 | 16.46 | 18.09 | 13.37 | 20.65 | 13.23 | 11.91 | 10.49 | 11.56 | 20.31 | 9.30 | 4.30 | 3.10 | 1.89 | 42.60 | 2.25 | 1.94 | 0.31 |
Data as of 11/24/2021, AR inception is 01/12/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDFFX (FIDELITY INDEPENDENCE FUND FIDELITY INDEPENDENCE FUND) |
-20.52%
Feb 2000 - Feb 2003 |
-6.64%
Feb 2000 - Feb 2005 |
-2.29%
Aug 2000 - Aug 2010 |
3.67%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDFFX (FIDELITY INDEPENDENCE FUND FIDELITY INDEPENDENCE FUND) |
92.96%
Oct 2018 - Oct 2021 |
58.10%
Jun 2016 - Jun 2021 |
33.96%
Sep 2011 - Sep 2021 |
21.81%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart