Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) | -2.62% | 1.01% | 7.53% | 11.39% | 6.46% | 8.75% | 7.23% | 8.86% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) | 07/14/1995 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 07/14/1995.
AR inception is since 07/14/1995.
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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.22 | 1.01 | 7.53 | 11.39 | 6.46 | 8.75 | 7.23 | 8.86 | -2.62 | 19.50 | 15.36 | -19.46 | 19.38 | 2.20 | 28.75 | -7.23 | 14.18 | 8.05 | -0.63 | 11.75 | 31.61 | 18.70 | -8.51 | 21.19 | 51.00 | -42.96 | 1.02 | 14.69 | 3.64 | 5.83 | 23.35 | -20.44 | -3.77 | 12.22 | 9.38 | 35.75 | 27.90 | 30.14 | 9.34 |
Sharpe Ratio | NA | -0.08 | 0.10 | 0.46 | 0.24 | NA | NA | 0.34 | -0.36 | 0.82 | 0.95 | -0.97 | 1.27 | 0.05 | 1.97 | -0.58 | 1.63 | 0.63 | -0.04 | 1.07 | 2.65 | 1.23 | -0.30 | 0.97 | 1.46 | -0.97 | -0.14 | 1.21 | 0.15 | 0.43 | 1.31 | -0.82 | -0.32 | 0.41 | 0.38 | 1.65 | 1.47 | 2.77 | 2.02 |
Standard Deviation(%) | NA | 22.58 | 18.64 | 19.35 | 19.85 | NA | NA | 20.34 | 30.71 | 15.81 | 11.84 | 21.49 | 15.28 | 41.68 | 13.89 | 14.82 | 8.37 | 12.42 | 14.75 | 11.00 | 11.92 | 15.24 | 28.20 | 21.72 | 34.95 | 44.90 | 14.51 | 9.51 | 9.86 | 11.34 | 17.33 | 26.21 | 19.41 | 19.76 | 16.30 | 19.64 | 16.54 | 9.54 | 8.68 |
Draw Down(%) | NA | 21.44 | 21.44 | 27.77 | 41.29 | NA | NA | 60.78 | 21.44 | 9.90 | 9.78 | 26.97 | 9.38 | 41.29 | 9.62 | 18.16 | 4.83 | 10.33 | 12.50 | 7.45 | 6.70 | 13.65 | 27.71 | 18.69 | 29.59 | 55.85 | 11.01 | 7.56 | 7.62 | 10.10 | 15.50 | 33.48 | 22.25 | 11.70 | 15.16 | 17.67 | 9.67 | 10.37 | 6.04 |
Yield(%) | 0.00 | 3.09 | 2.23 | 2.63 | 5.11 | 7.53 | 6.35 | 10.45 | 0.00 | 3.75 | 1.64 | 1.30 | 1.20 | 1.87 | 5.89 | 17.54 | 11.93 | 1.70 | 8.46 | 17.12 | 11.73 | 3.01 | 0.48 | 0.93 | 1.01 | 4.77 | 8.44 | 4.35 | 2.56 | 1.43 | 0.95 | 0.77 | 1.65 | 9.07 | 8.27 | 9.94 | 11.78 | 2.89 | 7.46 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) |
-19.02%
Feb 2006 - Feb 2009 |
-10.26%
Feb 2004 - Feb 2009 |
-3.57%
Feb 1999 - Feb 2009 |
4.15%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) |
32.14%
Feb 2009 - Feb 2012 |
26.05%
Feb 2009 - Feb 2014 |
16.17%
Feb 2009 - Feb 2019 |
13.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart