Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FLPKX (FIDELITY LOW-PRICED STOCK FUND CLASS K) | -0.79% | -12.92% | -5.57% | 2.15% | 2.23% | 6.27% | NA | 5.59% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLPKX (FIDELITY LOW-PRICED STOCK FUND CLASS K) | 05/22/2008 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
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 (%) | 1.97 | -12.92 | -5.57 | 2.15 | 2.23 | 6.27 | NA | 5.59 | -0.79 | -5.74 | -2.67 | -13.08 | 12.33 | -0.98 | 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 | -0.90 | -0.53 | -0.02 | 0.03 | NA | NA | 0.23 | -0.21 | -0.80 | -0.39 | -0.73 | 0.76 | -0.04 | 2.19 | -0.94 | 3.22 | 0.67 | -0.04 | 0.87 | 3.64 | 1.48 | -0.01 | 1.25 | 1.55 | -1.24 |
| Standard Deviation(%) | NA | 19.38 | 18.53 | 18.36 | 17.66 | NA | NA | 18.82 | 23.22 | 15.36 | 17.82 | 19.77 | 16.14 | 33.55 | 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 | 26.24 | 28.46 | 36.11 | 38.15 | NA | NA | 51.21 | 15.85 | 16.79 | 19.55 | 23.98 | 12.69 | 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 | 1.88 | 1.59 | 2.11 | 4.57 | 6.91 | 4.89 | 6.11 | 0.00 | 2.02 | 2.03 | 1.09 | 1.82 | 1.80 | 9.48 | 10.74 | 9.88 | 5.19 | 4.56 | 6.13 | 8.35 | 7.78 | 6.54 | 0.84 | 0.98 | 10.47 |
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) |
-7.27%
Dec 2021 - Dec 2024 |
-2.37%
Dec 2019 - Dec 2024 |
2.03%
Apr 2015 - Apr 2025 |
5.94%
Apr 2010 - Apr 2025 |
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 |
11.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart