Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDFKX (FIDELITY INDEPENDENCE FUND CLASS K) | NA | 380.20% | 94.44% | 56.05% | 33.72% | NA | NA | … | … |
Data as of 11/24/2021, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDFKX (FIDELITY INDEPENDENCE FUND CLASS K) | 05/22/2008 | 11/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 380.20 | 94.44 | 56.05 | 33.72 | NA | NA | … | … | 344.66 | 32.59 | 32.09 | -5.91 | 26.52 | -1.12 | 0.25 | 11.49 | 40.38 | 20.05 | -10.71 | 22.40 | 40.14 | -50.26 |
| Sharpe Ratio | NA | 2.96 | 1.23 | 0.91 | 0.74 | NA | NA | … | … | 3.13 | 0.91 | 2.27 | -0.38 | 2.99 | -0.08 | 0.01 | 0.69 | 2.75 | 1.16 | -0.35 | 0.94 | 1.23 | -1.11 |
| Standard Deviation(%) | NA | 128.47 | 77.51 | 60.67 | 44.63 | NA | NA | … | … | 135.32 | 35.33 | 13.51 | 19.41 | 8.70 | 17.56 | 18.26 | 16.65 | 14.67 | 17.33 | 30.99 | 23.66 | 32.43 | 61.96 |
| Draw Down(%) | NA | 8.01 | 31.80 | 31.80 | 31.80 | NA | NA | … | … | 8.01 | 31.80 | 6.00 | 23.03 | 3.40 | 18.84 | 16.94 | 12.58 | 7.95 | 13.71 | 29.13 | 19.04 | 25.66 | 60.26 |
| Yield(%) | 0.00 | 30.98 | 19.73 | 16.39 | 16.57 | 7.90 | 5.93 | … | … | 25.99 | 5.59 | 13.42 | 10.45 | 15.05 | 6.04 | 7.01 | 5.03 | 0.53 | 0.37 | 0.40 | 0.00 | 0.49 | 0.39 |
Data as of 11/24/2021, 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 |
|---|---|---|---|---|
| FDFKX (FIDELITY INDEPENDENCE FUND CLASS K) |
-4.03%
Jun 2008 – Jun 2011 |
0.26%
Jun 2008 – Jun 2013 |
6.43%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDFKX (FIDELITY INDEPENDENCE FUND CLASS K) |
93.29%
Oct 2018 – Oct 2021 |
58.32%
Jun 2016 – Jun 2021 |
34.11%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart