Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) | 9.72% | 14.21% | 12.67% | 13.42% | 9.90% | 10.65% | 7.76% | 9.76% |
Data as of 08/08/2025, AR inception is 02/21/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) | 02/21/1980 | 08/08/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 14.21 | 12.67 | 13.42 | 9.90 | 10.65 | 7.76 | 9.76 | 9.72 | 15.34 | 10.62 | -5.10 | 24.48 | 6.77 | 27.90 | -8.46 | 12.25 | 17.42 | -3.64 | 8.59 | 27.69 | 17.22 | -4.68 | 15.15 | 29.55 | -41.66 | 1.31 | 19.80 | 5.76 | 11.29 | 29.98 | -17.16 | -5.02 | 8.50 | 7.34 | 12.45 | 30.03 | 20.96 | 31.80 | 0.26 | 21.31 | 14.67 | 29.41 | -14.09 | 18.64 | 22.49 | -1.53 | 5.22 | 22.46 | -3.15 | 21.81 | 24.31 | -3.13 | 15.84 |
| Sharpe Ratio | NA | 0.75 | 0.69 | 0.81 | 0.54 | NA | NA | 0.41 | 0.79 | 1.18 | 0.65 | -0.36 | 1.93 | 0.21 | 2.48 | -0.68 | 1.70 | 1.27 | -0.26 | 0.87 | 2.87 | 1.51 | -0.19 | 0.73 | 0.87 | -0.95 | -0.11 | 1.63 | 0.35 | 0.93 | 1.78 | -0.73 | -0.45 | 0.24 | 0.26 | 0.49 | 1.89 | 1.94 | 4.39 | -0.37 | 2.91 | 1.65 | 2.34 | -1.87 | 1.53 | 1.72 | -0.28 | 0.08 | 2.75 | -0.67 | 1.41 | 1.15 | -0.91 | 0.61 |
| Standard Deviation(%) | NA | 14.78 | 13.37 | 14.06 | 16.01 | NA | NA | 16.43 | 17.28 | 9.92 | 10.80 | 18.29 | 12.69 | 31.40 | 10.67 | 14.44 | 6.84 | 13.57 | 14.25 | 9.87 | 9.62 | 11.48 | 25.17 | 20.75 | 33.76 | 44.64 | 16.45 | 10.11 | 10.00 | 11.03 | 16.49 | 25.22 | 17.03 | 17.92 | 15.23 | 18.38 | 13.86 | 8.84 | 6.34 | 7.59 | 6.56 | 7.33 | 10.84 | 10.45 | 8.31 | 10.20 | 20.13 | 10.66 | 6.16 | 15.11 | 10.94 | 14.21 | 14.99 | 16.88 |
| Draw Down(%) | NA | 13.18 | 13.18 | 17.20 | 33.12 | NA | NA | 62.38 | 13.08 | 6.77 | 8.87 | 17.20 | 5.75 | 33.12 | 5.51 | 18.59 | 3.38 | 10.53 | 13.23 | 7.72 | 4.86 | 8.93 | 24.98 | 17.81 | 31.43 | 52.97 | 13.49 | 8.48 | 7.52 | 6.98 | 15.41 | 33.12 | 22.35 | 14.75 | 14.70 | 20.39 | 8.66 | 6.19 | 2.95 | 8.45 | 3.40 | 4.22 | 6.55 | 21.83 | 7.98 | 4.17 | 25.45 | 5.88 | 4.95 | 20.81 | 5.88 | 11.26 | 14.79 | 21.19 |
| Yield(%) | 0.00 | 4.75 | 4.94 | 6.59 | 6.66 | 8.29 | 5.97 | 13.03 | 0.42 | 6.00 | 4.52 | 4.12 | 11.29 | 3.45 | 8.50 | 8.13 | 7.14 | 4.86 | 10.46 | 7.39 | 2.66 | 3.14 | 1.98 | 1.85 | 2.16 | 3.33 | 7.22 | 8.27 | 5.68 | 4.97 | 4.01 | 1.68 | 3.67 | 8.04 | 10.75 | 6.18 | 7.05 | 7.50 | 7.56 | 9.48 | 4.39 | 4.11 | 5.64 | 6.81 | 11.61 | 6.73 | 19.69 | 6.19 | 7.13 | 6.15 | 7.32 | 8.24 | 6.90 | 6.81 |
Data as of 08/08/2025, AR inception is 02/21/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) |
-18.69%
Feb 2006 - Feb 2009 |
-8.70%
Feb 2004 - Feb 2009 |
-2.35%
Feb 1999 - Feb 2009 |
3.95%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) |
29.24%
Mar 1995 - Mar 1998 |
22.15%
Feb 2009 - Feb 2014 |
18.06%
Oct 1990 - Oct 2000 |
15.98%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart