Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEQTX (FIDELITY EQUITY DIVIDEND INCOME FUND FIDELITY EQUITY DIVIDEND INCOME FUND) | 8.28% | 21.16% | 15.42% | 9.57% | 9.73% | 9.89% | 7.34% | … | … |
Data as of 06/05/2026, Common starting date is 12/13/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEQTX (FIDELITY EQUITY DIVIDEND INCOME FUND FIDELITY EQUITY DIVIDEND INCOME FUND) | 12/13/1990 | 06/05/2026 |
| 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 | 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 (%) | 0.47 | 21.16 | 15.42 | 9.57 | 9.73 | 9.89 | 7.34 | … | … | 8.28 | 13.90 | 12.48 | 11.61 | -1.05 | 22.26 | 1.84 | 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 | 1.73 | 1.05 | 0.53 | 0.49 | NA | NA | … | … | 1.64 | 0.78 | 0.88 | 0.66 | -0.14 | 1.81 | 0.04 | 2.33 | -0.75 | 1.34 | 0.76 | -0.18 | 1.12 | 2.75 | 1.29 | -0.11 | 0.63 | 0.76 | -0.93 | 0.07 | 1.02 | 0.22 | 0.70 | 1.77 | -0.61 | -0.54 | 0.20 | 0.06 | 0.97 | 1.44 | 1.74 | 3.55 | 0.01 | 2.74 | 2.51 | 4.82 | 7.27 |
| Standard Deviation(%) | NA | 10.20 | 11.83 | 13.48 | 16.64 | NA | NA | … | … | 10.71 | 14.14 | 10.08 | 12.13 | 18.19 | 12.25 | 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 | 7.39 | 13.25 | 16.12 | 39.16 | NA | NA | … | … | 7.39 | 11.13 | 7.28 | 9.75 | 16.12 | 6.46 | 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 | 7.60 | 7.80 | 7.42 | 7.64 | 8.38 | 6.10 | … | … | 0.00 | 8.26 | 8.64 | 5.52 | 6.98 | 12.76 | 2.40 | 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 |
Data as of 06/05/2026, Common starting date is 12/13/1990
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