Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/24/2021.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FDFFX (FIDELITY INDEPENDENCE FUND FIDELITY INDEPENDENCE FUND) | NA | 9.00% | 18.27% | 15.76% | 15.14% | 9.64% | 9.20% | 11.13% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FDFFX (FIDELITY INDEPENDENCE FUND FIDELITY INDEPENDENCE FUND) | 01/12/1984 | 11/24/2021 |
The return data shown below all have the same latest date: 11/24/2021.
AR inception is since 01/12/1984.
AR inception is since 01/12/1984.
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 | 9.00 | 18.27 | 15.76 | 15.14 | 9.64 | 9.20 | 11.13 | 4.25 | 28.30 | 31.98 | -6.63 | 26.41 | -1.22 | 0.33 | 11.49 | 40.22 | 19.95 | -10.85 | 22.24 | 39.87 | -48.09 | 29.54 | 12.26 | 10.55 | 11.99 | 23.66 | -14.96 | -27.22 | 1.70 | 47.03 | 35.89 | 18.54 | 8.33 | 24.28 | 0.06 | 22.13 | 10.60 | 45.58 | -10.16 | 30.41 | 15.53 | 3.23 | 6.93 | 27.34 | -3.09 |
Sharpe Ratio | NA | 0.76 | 0.79 | 0.75 | 0.78 | NA | NA | 0.39 | 0.39 | 0.79 | 2.26 | -0.41 | 2.97 | -0.08 | 0.02 | 0.69 | 2.75 | 1.16 | -0.35 | 0.94 | 1.23 | -0.94 | 1.32 | 0.72 | 0.67 | 0.78 | 1.24 | -0.69 | -1.01 | -0.05 | 1.94 | 1.51 | 0.83 | 0.48 | 3.50 | -0.41 | 2.18 | 0.68 | 2.87 | -1.08 | 2.44 | 0.80 | -0.02 | 0.17 | 2.32 | -0.75 |
Standard Deviation(%) | NA | 11.86 | 23.47 | 20.06 | 18.75 | NA | NA | 22.26 | 12.12 | 35.21 | 13.54 | 19.24 | 8.71 | 17.57 | 18.21 | 16.65 | 14.63 | 17.35 | 30.97 | 23.62 | 32.42 | 52.14 | 20.22 | 12.53 | 12.49 | 14.12 | 18.59 | 23.35 | 29.70 | 46.52 | 22.63 | 21.52 | 18.11 | 10.09 | 5.84 | 7.14 | 9.16 | 11.97 | 14.51 | 14.17 | 10.13 | 13.58 | 47.66 | 15.70 | 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 | 8.91 | 10.79 | 10.77 | 11.62 | 7.52 | 8.05 | 12.83 | 7.47 | 1.61 | 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 |
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) |
-20.85%
Feb 2000 - Feb 2003 |
-6.87%
Feb 2000 - Feb 2005 |
-2.40%
Aug 2000 - Aug 2010 |
3.60%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FDFFX (FIDELITY INDEPENDENCE FUND FIDELITY INDEPENDENCE FUND) |
41.58%
Mar 1997 - Mar 2000 |
30.65%
Feb 1995 - Feb 2000 |
22.71%
Oct 1990 - Oct 2000 |
18.99%
Feb 1985 - Feb 2000 |
Annualized Rolling Returns Comparison Chart