Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEKFX (Fidelity Equity-Income K6 Fund) | 9.38% | 23.40% | 18.38% | 10.91% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEKFX (Fidelity Equity-Income K6 Fund) | 06/14/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 23.40 | 18.38 | 10.91 | NA | NA | NA | … | … | 9.38 | 19.03 | 15.56 | 10.81 | -4.77 | 24.81 | 6.84 | 11.36 |
| Sharpe Ratio | NA | 2.17 | 1.30 | 0.63 | NA | NA | NA | … | … | 1.85 | 1.13 | 1.20 | 0.67 | -0.34 | 1.95 | 0.21 | 1.88 |
| Standard Deviation(%) | NA | 9.49 | 11.64 | 13.34 | NA | NA | NA | … | … | 10.64 | 14.31 | 9.92 | 10.84 | 18.33 | 12.74 | 31.65 | 10.86 |
| Draw Down(%) | NA | 6.47 | 13.02 | 17.03 | NA | NA | NA | … | … | 6.47 | 13.00 | 6.71 | 8.83 | 17.03 | 5.73 | 33.16 | 5.16 |
| Yield(%) | 0.00 | 3.41 | 3.41 | 3.13 | 2.47 | 1.65 | 1.24 | … | … | 0.65 | 3.23 | 3.64 | 2.14 | 1.80 | 4.48 | 1.91 | 0.83 |
Data as of 06/04/2026, Common starting date is 06/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEKFX (Fidelity Equity-Income K6 Fund) |
6.63%
Sep 2019 – Sep 2022 |
10.21%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEKFX (Fidelity Equity-Income K6 Fund) |
18.76%
May 2023 – May 2026 |
16.57%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart