Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FEQTX (FIDELITY EQUITY DIVIDEND INCOME FUND FIDELITY EQUITY DIVIDEND INCOME FUND) -0.04% -0.54% 3.33% 8.50% 5.15% 7.40% 5.51% 8.92%
More Performance Analytics Comparison
Name Start Date End Date
FEQTX (FIDELITY EQUITY DIVIDEND INCOME FUND FIDELITY EQUITY DIVIDEND INCOME FUND) 12/13/1990 05/08/2025
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 12/13/1990.
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
Annualized Return (%) 1.48 -0.54 3.33 8.50 5.15 7.40 5.51 8.92 -0.04 5.47 8.73 -6.04 11.77 1.79 27.33 -9.31 10.57 10.74 -2.62 11.61 29.06 14.70 -2.75 13.17 25.12 -40.38 4.37 13.73 4.61 9.05 32.60 -14.94 -7.18 7.69 4.33 22.92 27.02 18.71 26.39 3.16 18.89 18.73 44.77 1.47
Sharpe Ratio NA -0.33 -0.09 0.39 0.20 NA NA 0.39 -0.15 -0.09 0.37 -0.40 0.78 0.04 2.34 -0.75 1.34 0.76 -0.18 1.12 2.75 1.29 -0.11 0.63 0.76 -0.93 0.08 1.03 0.23 0.71 1.78 -0.61 -0.54 0.21 0.07 0.98 1.44 1.76 3.57 0.03 2.75 2.53 4.84 7.36
Standard Deviation(%) NA 15.73 15.33 16.27 17.51 NA NA 17.94 20.24 11.90 12.31 18.84 15.01 36.32 11.10 14.27 7.45 13.92 14.61 10.38 10.54 11.49 24.94 20.77 33.04 44.14 16.40 10.19 10.64 11.49 17.97 26.26 18.04 17.34 16.42 20.10 16.20 8.56 6.31 7.31 6.08 6.40 8.44 4.75
Draw Down(%) NA 19.09 19.09 19.38 39.16 NA NA 60.85 11.61 12.41 9.75 16.12 8.23 39.16 6.29 19.40 4.30 9.43 12.34 7.18 5.41 7.84 25.02 18.22 31.28 50.83 11.22 8.48 7.61 8.49 15.03 30.52 23.49 11.30 13.36 20.25 9.58 7.17 5.00 7.32 3.16 3.49 5.56 0.49
Yield(%) 0.00 1.28 2.07 2.77 4.59 5.75 4.69 13.17 0.00 1.74 2.73 2.14 2.44 2.35 9.83 11.22 8.69 2.25 5.49 2.78 2.33 2.65 1.87 1.27 2.03 2.27 9.50 7.41 9.45 3.57 1.33 2.65 4.78 20.22 12.82 11.17 12.96 7.66 5.19 6.91 7.15 4.83 4.45 0.58
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FEQTX (FIDELITY EQUITY DIVIDEND INCOME FUND FIDELITY EQUITY DIVIDEND INCOME FUND) -19.17%
Feb 2006 - Feb 2009 		-9.21%
Feb 2004 - Feb 2009 		-3.02%
Feb 1999 - Feb 2009 		3.72%
Feb 1994 - Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FEQTX (FIDELITY EQUITY DIVIDEND INCOME FUND FIDELITY EQUITY DIVIDEND INCOME FUND) 26.89%
Jan 1991 - Jan 1994 		21.21%
Feb 2009 - Feb 2014 		18.25%
Jan 1991 - Jan 2001 		13.36%
Jan 1991 - Jan 2006
Annualized Rolling Returns Comparison Chart