Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGLMX (Fidelity Disruptors Fund Loyalty Class 2) | NA | 11.21% | 2.85% | NA | NA | NA | NA | … | … |
Data as of 07/14/2023, Common starting date is 04/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGLMX (Fidelity Disruptors Fund Loyalty Class 2) | 04/17/2020 | 07/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.21 | 2.85 | NA | NA | NA | NA | … | … | 11.12 | -33.07 | 13.97 | 52.83 |
| Sharpe Ratio | NA | 0.33 | 0.07 | NA | NA | NA | NA | … | … | 1.12 | -1.07 | 0.84 | 4.11 |
| Standard Deviation(%) | NA | 23.43 | 23.02 | NA | NA | NA | NA | … | … | 15.75 | 32.28 | 16.60 | 19.88 |
| Draw Down(%) | NA | 21.78 | 42.04 | NA | NA | NA | NA | … | … | 10.48 | 38.50 | 9.91 | 7.92 |
| Yield(%) | 0.00 | 0.00 | 1.10 | 0.81 | 0.40 | 0.27 | 0.20 | … | … | 0.00 | 0.00 | 1.89 | 1.18 |
Data as of 07/14/2023, Common starting date is 04/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGLMX (Fidelity Disruptors Fund Loyalty Class 2) |
4.23%
Jun 2020 – Jun 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGLMX (Fidelity Disruptors Fund Loyalty Class 2) |
5.54%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart