Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/15/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FFDKX (FIDELITY FUND CLASS K) | -0.43% | 8.61% | 16.18% | 14.05% | 11.96% | 12.82% | NA | 10.54% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FFDKX (FIDELITY FUND CLASS K) | 05/22/2008 | 05/15/2025 |
The return data shown below all have the same latest date: 05/15/2025.
AR inception is since 05/22/2008.
AR inception is since 05/22/2008.
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 (%) | 4.98 | 8.61 | 16.18 | 14.05 | 11.96 | 12.82 | NA | 10.54 | -0.43 | 27.24 | 28.70 | -25.81 | 27.36 | 24.11 | 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 | -0.03 | 0.50 | 0.50 | 0.49 | NA | NA | 0.41 | -0.54 | 1.33 | 1.76 | -0.99 | 1.70 | 0.69 | 2.44 | -0.35 | 2.88 | 0.35 | 0.21 | 0.95 | 2.32 | 1.29 | -0.09 | 0.75 | 0.97 | -1.15 |
Standard Deviation(%) | NA | 22.52 | 20.29 | 20.26 | 19.82 | NA | NA | 21.12 | 31.08 | 15.47 | 14.01 | 27.53 | 16.04 | 34.22 | 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 | 8.88 | 29.69 | 7.87 | 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 | 0.53 | 0.70 | 4.02 | 6.39 | 3.90 | 4.88 | 0.00 | 0.00 | 0.94 | 0.54 | 0.42 | 1.03 | 6.93 | 6.63 | 12.75 | 7.11 | 5.49 | 11.87 | 9.14 | 1.72 | 0.89 | 1.02 | 2.05 | 3.53 |
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 |
9.42%
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) |
28.28%
Dec 2018 - Dec 2021 |
21.51%
Feb 2009 - Feb 2014 |
16.46%
Dec 2011 - Dec 2021 |
15.06%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart