Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FETKX (FIDELITY EQUITY DIVIDEND INCOME FUND CLASS K) | 8.71% | 21.58% | 15.65% | 6.64% | 9.15% | 9.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FETKX (FIDELITY EQUITY DIVIDEND INCOME FUND CLASS K) | 05/22/2008 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 21.58 | 15.65 | 6.64 | 9.15 | 9.55 | NA | … | … | 8.71 | 13.97 | 12.57 | 11.71 | -5.93 | 11.83 | 1.90 | 27.40 | -9.22 | 14.19 | 16.01 | -2.51 | 11.76 | 29.22 | 14.87 | -2.61 | 13.30 | 25.26 | -36.53 |
| Sharpe Ratio | NA | 1.73 | 1.05 | 0.29 | 0.44 | NA | NA | … | … | 1.64 | 0.79 | 0.89 | 0.67 | -0.39 | 0.79 | 0.05 | 2.33 | -0.75 | 1.89 | 1.19 | -0.17 | 1.13 | 2.76 | 1.31 | -0.11 | 0.64 | 0.76 | -1.00 |
| Standard Deviation(%) | NA | 10.23 | 11.85 | 14.21 | 16.87 | NA | NA | … | … | 10.76 | 14.16 | 10.10 | 12.13 | 18.88 | 14.99 | 36.29 | 11.10 | 14.24 | 7.18 | 13.29 | 14.62 | 10.38 | 10.56 | 11.44 | 24.94 | 20.77 | 33.03 | 53.27 |
| Draw Down(%) | NA | 7.41 | 13.22 | 19.30 | 39.14 | NA | NA | … | … | 7.41 | 11.12 | 7.28 | 9.74 | 16.07 | 8.22 | 39.14 | 6.29 | 19.28 | 3.88 | 9.43 | 12.32 | 7.20 | 5.41 | 7.85 | 24.99 | 18.16 | 31.28 | 47.89 |
| Yield(%) | 0.00 | 7.61 | 7.85 | 4.84 | 6.80 | 7.64 | 5.21 | … | … | 0.00 | 8.26 | 8.73 | 5.61 | 2.22 | 2.53 | 2.44 | 9.93 | 11.32 | 10.51 | 6.88 | 5.59 | 2.89 | 2.46 | 2.81 | 2.01 | 1.38 | 2.21 | 1.27 |
Data as of 06/04/2026, Common starting date is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FETKX (FIDELITY EQUITY DIVIDEND INCOME FUND CLASS K) |
-2.63%
Aug 2008 – Aug 2011 |
1.78%
Mar 2015 – Mar 2020 |
6.48%
Oct 2013 – Oct 2023 |
6.83%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FETKX (FIDELITY EQUITY DIVIDEND INCOME FUND CLASS K) |
23.90%
Feb 2009 – Feb 2012 |
21.38%
Feb 2009 – Feb 2014 |
14.40%
Feb 2009 – Feb 2019 |
12.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart