Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FFIDX (FIDELITY FUND FIDELITY FUND) | -1.81% | 9.40% | 16.42% | 13.73% | 10.82% | 11.68% | 9.53% | 9.33% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FFIDX (FIDELITY FUND FIDELITY FUND) | 02/29/1980 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 02/29/1980.
AR inception is since 02/29/1980.
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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 3.13 | 9.40 | 16.42 | 13.73 | 10.82 | 11.68 | 9.53 | 9.33 | -1.81 | 27.13 | 28.60 | -25.88 | 27.26 | 23.95 | 33.46 | -5.31 | 13.20 | 4.83 | 3.31 | 12.87 | 29.05 | 16.58 | -2.36 | 14.56 | 27.21 | -40.31 | 16.88 | 13.66 | 7.52 | 7.84 | 27.27 | -22.07 | -11.20 | -10.77 | 24.28 | 30.91 | 32.06 | 19.95 | 32.85 | 2.56 | 18.42 | 8.44 | 24.20 | -5.04 | 28.48 | 17.92 | 3.48 | -7.86 | 27.26 | -21.63 | 9.90 | 10.87 | -10.05 | 30.13 |
Sharpe Ratio | NA | -0.04 | 0.50 | 0.50 | 0.43 | NA | NA | 0.34 | -0.54 | 1.33 | 1.76 | -0.99 | 1.70 | 0.69 | 2.44 | -0.36 | 1.06 | 0.35 | 0.20 | 0.95 | 2.31 | 1.28 | -0.10 | 0.75 | 0.98 | -1.06 | 0.88 | 0.90 | 0.52 | 0.63 | 1.60 | -0.97 | -0.57 | -0.61 | 1.23 | 1.34 | 1.67 | 1.52 | 3.95 | -0.05 | 2.10 | 0.74 | 1.62 | -0.91 | 2.13 | 0.99 | -0.02 | -0.62 | 2.43 | -0.97 | 0.24 | 0.13 | -1.35 | 1.68 |
Standard Deviation(%) | NA | 22.48 | 20.27 | 20.25 | 20.00 | NA | NA | 18.84 | 31.09 | 15.41 | 14.00 | 27.52 | 16.03 | 34.22 | 13.16 | 18.58 | 11.91 | 13.36 | 16.31 | 13.57 | 12.57 | 13.01 | 24.33 | 19.25 | 27.72 | 38.89 | 15.94 | 11.55 | 10.23 | 10.96 | 16.60 | 23.91 | 23.91 | 24.53 | 17.08 | 20.58 | 17.00 | 10.74 | 7.35 | 8.45 | 7.74 | 8.09 | 12.60 | 11.25 | 10.69 | 13.32 | 30.41 | 19.47 | 9.08 | 29.20 | 16.00 | 25.94 | 14.87 | 17.27 |
Draw Down(%) | NA | 22.42 | 22.42 | 30.33 | 30.66 | NA | NA | 55.35 | 22.42 | 11.19 | 8.89 | 29.74 | 7.88 | 30.66 | 6.90 | 21.03 | 10.12 | 12.21 | 13.23 | 8.73 | 7.04 | 10.06 | 20.78 | 16.92 | 25.77 | 49.90 | 10.03 | 10.76 | 6.65 | 7.78 | 12.04 | 30.83 | 27.86 | 20.64 | 12.19 | 21.90 | 9.75 | 8.28 | 3.28 | 8.01 | 4.28 | 7.18 | 7.68 | 17.13 | 7.14 | 6.51 | 33.77 | 15.81 | 5.74 | 34.43 | 12.20 | 23.50 | 20.21 | 12.78 |
Yield(%) | 0.00 | 0.00 | 0.49 | 0.62 | 3.09 | 5.15 | 4.76 | 8.48 | 0.00 | 0.00 | 0.84 | 0.49 | 0.33 | 0.91 | 6.82 | 6.53 | 3.21 | 7.00 | 5.37 | 11.75 | 9.00 | 1.55 | 0.73 | 1.01 | 2.18 | 3.56 | 5.53 | 0.96 | 0.98 | 1.39 | 0.96 | 0.90 | 0.67 | 12.89 | 6.85 | 7.07 | 10.90 | 9.66 | 9.89 | 6.63 | 15.88 | 5.77 | 10.20 | 4.08 | 12.09 | 3.99 | 19.68 | 3.67 | 4.88 | 3.63 | 4.45 | 4.94 | 4.03 | 4.75 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FFIDX (FIDELITY FUND FIDELITY FUND) |
-16.35%
Mar 2000 - Mar 2003 |
-5.64%
Feb 2004 - Feb 2009 |
-2.98%
Feb 1999 - Feb 2009 |
3.56%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FFIDX (FIDELITY FUND FIDELITY FUND) |
30.53%
Mar 1995 - Mar 1998 |
27.91%
Dec 1994 - Dec 1999 |
19.24%
Aug 1990 - Aug 2000 |
16.43%
Jun 1984 - Jun 1999 |
Annualized Rolling Returns Comparison Chart