Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FFDKX (FIDELITY FUND CLASS K) | 6.61% | 10.28% | 20.98% | 15.56% | 13.74% | 14.85% | NA | 10.89% |
Data as of 07/02/2025, AR inception is 05/22/2008
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FFDKX (FIDELITY FUND CLASS K) | 05/22/2008 | 07/02/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.00 | 10.28 | 20.98 | 15.56 | 13.74 | 14.85 | NA | 10.89 | 6.61 | 27.24 | 31.03 | -25.81 | 33.32 | 26.94 | 33.57 | -5.25 | 24.01 | 4.93 | 3.47 | 12.98 | 29.18 | 16.72 | -2.19 | 14.57 | 26.95 | -37.10 |
Sharpe Ratio | NA | 0.33 | 0.88 | 0.73 | 0.62 | NA | NA | 0.47 | 0.41 | 1.53 | 1.98 | -0.99 | 2.14 | 0.78 | 2.44 | -0.36 | 2.88 | 0.35 | 0.21 | 0.95 | 2.32 | 1.29 | -0.09 | 0.75 | 0.97 | -1.16 |
Standard Deviation(%) | NA | 22.87 | 19.31 | 19.96 | 19.81 | NA | NA | 21.05 | 27.66 | 15.47 | 13.94 | 27.53 | 15.53 | 34.14 | 13.17 | 18.56 | 8.15 | 13.37 | 16.33 | 13.58 | 12.57 | 13.01 | 24.34 | 19.23 | 27.68 | 46.67 |
Draw Down(%) | NA | 22.41 | 22.41 | 30.28 | 30.65 | NA | NA | 52.33 | 22.41 | 11.18 | 8.37 | 29.69 | 7.53 | 30.65 | 6.90 | 21.02 | 3.49 | 12.22 | 13.18 | 8.73 | 7.04 | 10.06 | 20.72 | 16.92 | 25.77 | 48.12 |
Yield(%) | 0.00 | 0.00 | 1.29 | 2.87 | 5.39 | 8.73 | 4.71 | 5.55 | 0.00 | 0.00 | 3.20 | 0.54 | 6.01 | 3.71 | 6.93 | 6.63 | 12.75 | 7.11 | 5.49 | 11.87 | 9.14 | 1.72 | 0.89 | 1.02 | 2.05 | 3.53 |
Data as of 07/02/2025, AR inception is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FFDKX (FIDELITY FUND CLASS K) |
-0.35%
Aug 2008 - Aug 2011 |
4.18%
Jun 2008 - Jun 2013 |
8.44%
Jun 2008 - Jun 2018 |
9.92%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FFDKX (FIDELITY FUND CLASS K) |
31.24%
Dec 2018 - Dec 2021 |
21.58%
Dec 2016 - Dec 2021 |
17.25%
Dec 2011 - Dec 2021 |
15.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart