Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FEIKX (FIDELITY EQUITY-INCOME FUND CLASS K) | 9.45% | 15.47% | 14.19% | 14.93% | 10.08% | 11.62% | NA | 8.16% |
Data as of 07/02/2025, AR inception is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEIKX (FIDELITY EQUITY-INCOME FUND CLASS K) | 05/22/2008 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.54 | 15.47 | 14.19 | 14.93 | 10.08 | 11.62 | NA | 8.16 | 9.45 | 15.42 | 10.72 | -5.02 | 24.60 | 6.86 | 28.02 | -8.38 | 13.49 | 17.56 | -3.53 | 8.71 | 27.85 | 17.41 | -4.54 | 14.86 | 29.80 | -38.85 |
| Sharpe Ratio | NA | 0.70 | 0.70 | 0.94 | 0.53 | NA | NA | 0.36 | 0.75 | 1.19 | 0.66 | -0.35 | 1.94 | 0.21 | 2.49 | -0.68 | 1.89 | 1.28 | -0.25 | 0.88 | 2.89 | 1.53 | -0.18 | 0.71 | 0.88 | -1.04 |
| Standard Deviation(%) | NA | 15.17 | 13.53 | 14.11 | 16.02 | NA | NA | 20.13 | 18.72 | 9.92 | 10.78 | 18.28 | 12.68 | 31.39 | 10.68 | 14.44 | 6.81 | 13.57 | 14.25 | 9.87 | 9.63 | 11.44 | 25.16 | 20.74 | 33.76 | 53.91 |
| Draw Down(%) | NA | 13.14 | 13.14 | 17.14 | 33.11 | NA | NA | 56.46 | 13.06 | 6.76 | 8.86 | 17.14 | 5.75 | 33.11 | 5.49 | 18.52 | 3.36 | 10.52 | 13.19 | 7.70 | 4.83 | 8.91 | 24.91 | 17.79 | 31.41 | 50.72 |
| Yield(%) | 0.00 | 5.30 | 5.23 | 7.20 | 6.76 | 9.39 | 5.06 | 5.95 | 0.43 | 6.09 | 4.62 | 4.20 | 11.40 | 3.54 | 8.62 | 8.23 | 7.26 | 5.00 | 10.58 | 7.51 | 2.80 | 3.30 | 2.13 | 1.61 | 2.37 | 1.54 |
Data as of 07/02/2025, AR inception is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEIKX (FIDELITY EQUITY-INCOME FUND CLASS K) |
-1.51%
Aug 2008 - Aug 2011 |
3.28%
Mar 2015 - Mar 2020 |
7.09%
Mar 2010 - Mar 2020 |
7.94%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEIKX (FIDELITY EQUITY-INCOME FUND CLASS K) |
24.93%
Feb 2009 - Feb 2012 |
22.23%
Feb 2009 - Feb 2014 |
14.44%
Feb 2009 - Feb 2019 |
13.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart