Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLCKX (FIDELITY LEVERAGED COMPANY STOCK FUND CLASS K) | 22.88% | 42.96% | 29.62% | 14.63% | 15.50% | 13.33% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLCKX (FIDELITY LEVERAGED COMPANY STOCK 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 (%) | 2.60 | 42.96 | 29.62 | 14.63 | 15.50 | 13.33 | NA | … | … | 22.88 | 20.45 | 27.06 | 26.21 | -22.91 | 26.19 | 26.85 | 35.76 | -16.33 | 21.15 | 7.38 | -5.92 | 5.71 | 35.26 | 29.04 | -10.49 | 24.92 | 59.89 | -58.02 |
| Sharpe Ratio | NA | 1.92 | 1.16 | 0.51 | 0.58 | NA | NA | … | … | 2.18 | 0.62 | 1.24 | 1.45 | -0.87 | 1.45 | 0.63 | 2.21 | -0.83 | 1.98 | 0.38 | -0.35 | 0.41 | 2.83 | 1.86 | -0.34 | 1.00 | 1.51 | -1.19 |
| Standard Deviation(%) | NA | 20.83 | 22.55 | 22.70 | 23.48 | NA | NA | … | … | 24.59 | 28.47 | 18.87 | 15.75 | 27.99 | 17.98 | 42.27 | 15.51 | 21.31 | 10.40 | 18.75 | 17.20 | 13.86 | 12.46 | 15.73 | 31.02 | 24.78 | 39.60 | 64.52 |
| Draw Down(%) | NA | 13.03 | 28.52 | 28.52 | 44.10 | NA | NA | … | … | 13.03 | 28.52 | 12.22 | 11.87 | 27.14 | 6.19 | 44.10 | 8.86 | 27.14 | 4.28 | 17.61 | 17.08 | 14.02 | 4.90 | 12.27 | 33.30 | 21.15 | 34.23 | 68.86 |
| Yield(%) | 0.00 | 5.21 | 11.66 | 9.07 | 10.36 | 10.59 | 6.73 | … | … | 0.00 | 5.35 | 16.11 | 13.80 | 12.12 | 9.96 | 0.23 | 0.19 | 14.08 | 19.10 | 23.41 | 6.42 | 0.93 | 0.98 | 0.55 | 1.08 | 0.80 | 1.01 | 1.20 |
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 |
|---|---|---|---|---|
| FLCKX (FIDELITY LEVERAGED COMPANY STOCK FUND CLASS K) |
-4.41%
Aug 2008 – Aug 2011 |
-1.48%
Mar 2015 – Mar 2020 |
5.79%
Jun 2008 – Jun 2018 |
7.09%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLCKX (FIDELITY LEVERAGED COMPANY STOCK FUND CLASS K) |
35.52%
Feb 2009 – Feb 2012 |
30.48%
Feb 2009 – Feb 2014 |
17.06%
Feb 2009 – Feb 2019 |
16.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart