Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLVCX (FIDELITY LEVERAGED COMPANY STOCK FUND FIDELITY LEVERAGED COMPANY STOCK FUND) | 22.83% | 42.84% | 29.51% | 14.53% | 13.68% | 12.10% | 9.97% | … | … |
Data as of 06/04/2026, Common starting date is 01/10/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLVCX (FIDELITY LEVERAGED COMPANY STOCK FUND FIDELITY LEVERAGED COMPANY STOCK FUND) | 01/10/2001 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.59 | 42.84 | 29.51 | 14.53 | 13.68 | 12.10 | 9.97 | … | … | 22.83 | 19.14 | 26.95 | 26.10 | -22.99 | 26.08 | 26.74 | 35.60 | -16.43 | 4.41 | 7.20 | -6.01 | 5.59 | 35.12 | 28.82 | -10.60 | 24.52 | 59.56 | -54.52 | 17.79 | 17.53 | 17.50 | 31.19 | 96.31 | -1.77 | -0.43 |
| Sharpe Ratio | NA | 1.91 | 1.15 | 0.51 | 0.49 | NA | NA | … | … | 2.17 | 0.58 | 1.22 | 1.44 | -0.88 | 1.45 | 0.62 | 2.20 | -0.84 | 0.21 | 0.37 | -0.35 | 0.40 | 2.81 | 1.84 | -0.34 | 0.99 | 1.50 | -1.04 | 0.78 | 0.94 | 0.98 | 1.74 | 5.20 | -0.10 | -0.13 |
| Standard Deviation(%) | NA | 20.86 | 22.62 | 22.75 | 23.95 | NA | NA | … | … | 24.64 | 28.65 | 19.09 | 15.77 | 28.00 | 17.98 | 42.31 | 15.52 | 21.29 | 17.87 | 18.75 | 17.19 | 13.86 | 12.48 | 15.73 | 31.03 | 24.74 | 39.57 | 53.18 | 18.92 | 15.01 | 15.53 | 17.34 | 18.39 | 28.13 | 22.59 |
| Draw Down(%) | NA | 13.06 | 28.54 | 28.54 | 44.14 | NA | NA | … | … | 13.06 | 28.54 | 12.37 | 11.91 | 27.19 | 6.19 | 44.14 | 8.88 | 27.23 | 14.31 | 17.61 | 17.10 | 14.03 | 4.91 | 12.25 | 33.33 | 21.26 | 34.20 | 68.90 | 15.29 | 14.74 | 11.18 | 12.32 | 14.45 | 34.48 | 29.44 |
| Yield(%) | 0.00 | 5.25 | 11.65 | 9.05 | 9.05 | 9.31 | 8.06 | … | … | 0.00 | 5.38 | 16.10 | 13.76 | 12.10 | 9.90 | 0.13 | 0.14 | 14.05 | 3.78 | 23.32 | 6.31 | 0.80 | 0.83 | 0.48 | 1.01 | 0.45 | 0.75 | 1.21 | 6.19 | 5.73 | 2.79 | 11.05 | 2.61 | 0.00 | 1.92 |
Data as of 06/04/2026, Common starting date is 01/10/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLVCX (FIDELITY LEVERAGED COMPANY STOCK FUND FIDELITY LEVERAGED COMPANY STOCK FUND) |
-20.85%
Feb 2006 – Feb 2009 |
-5.63%
Feb 2004 – Feb 2009 |
3.60%
Oct 2007 – Oct 2017 |
4.42%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLVCX (FIDELITY LEVERAGED COMPANY STOCK FUND FIDELITY LEVERAGED COMPANY STOCK FUND) |
57.75%
Jul 2002 – Jul 2005 |
41.27%
Jul 2002 – Jul 2007 |
17.97%
Sep 2002 – Sep 2012 |
16.21%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart