Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FLPKX (FIDELITY LOW-PRICED STOCK FUND CLASS K) | 3.93% | 4.68% | 11.42% | 13.64% | 8.50% | 11.06% | NA | 9.19% |
Data as of 06/20/2025, AR inception is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLPKX (FIDELITY LOW-PRICED STOCK FUND CLASS K) | 05/22/2008 | 06/20/2025 |
| 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 (%) | 0.07 | 4.68 | 11.42 | 13.64 | 8.50 | 11.06 | NA | 9.19 | 3.93 | 7.33 | 14.50 | -5.63 | 24.56 | 9.42 | 25.89 | -10.73 | 20.82 | 8.86 | -0.45 | 7.74 | 34.46 | 18.67 | -0.09 | 21.00 | 39.31 | -36.32 |
| Sharpe Ratio | NA | 0.08 | 0.57 | 0.75 | 0.43 | NA | NA | 0.46 | 0.27 | 0.29 | 0.91 | -0.37 | 1.80 | 0.28 | 2.19 | -0.95 | 3.21 | 0.67 | -0.04 | 0.87 | 3.64 | 1.48 | -0.01 | 1.25 | 1.55 | -1.24 |
| Standard Deviation(%) | NA | 17.49 | 15.11 | 15.49 | 16.53 | NA | NA | 18.15 | 20.78 | 12.59 | 12.01 | 19.17 | 13.66 | 32.80 | 11.16 | 12.84 | 6.30 | 12.96 | 12.39 | 8.91 | 9.46 | 12.65 | 21.68 | 16.74 | 25.22 | 42.72 |
| Draw Down(%) | NA | 17.64 | 17.64 | 18.71 | 38.15 | NA | NA | 51.21 | 15.85 | 7.55 | 8.37 | 18.71 | 7.11 | 38.15 | 7.51 | 20.09 | 1.97 | 10.21 | 9.95 | 7.06 | 4.52 | 12.08 | 20.58 | 15.45 | 25.18 | 50.39 |
| Yield(%) | 0.00 | 14.17 | 13.64 | 14.38 | 9.47 | 12.58 | 8.16 | 9.60 | 0.00 | 15.16 | 17.69 | 8.15 | 13.61 | 10.91 | 9.48 | 10.74 | 9.88 | 5.19 | 4.56 | 6.13 | 8.35 | 7.78 | 6.54 | 0.84 | 0.98 | 10.47 |
Data as of 06/20/2025, 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 |
|---|---|---|---|---|
| FLPKX (FIDELITY LOW-PRICED STOCK FUND CLASS K) |
-2.17%
Mar 2017 - Mar 2020 |
0.79%
Mar 2015 - Mar 2020 |
7.34%
Mar 2010 - Mar 2020 |
9.64%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLPKX (FIDELITY LOW-PRICED STOCK FUND CLASS K) |
30.23%
Feb 2009 - Feb 2012 |
26.10%
Feb 2009 - Feb 2014 |
16.01%
Feb 2009 - Feb 2019 |
14.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart