Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNKLX (FIDELITY SERIES EQUITY-INCOME FUND FIDELITY SERIES EQUITY-INCOME FUND) | 11.15% | 27.01% | 15.24% | 8.91% | 10.96% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNKLX (FIDELITY SERIES EQUITY-INCOME FUND FIDELITY SERIES EQUITY-INCOME FUND) | 12/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 27.01 | 15.24 | 8.91 | 10.96 | NA | NA | … | … | 11.15 | 17.47 | 9.08 | 6.15 | -2.88 | 25.83 | 8.88 | 24.26 | -8.96 | 11.52 | 18.64 | -3.43 | 12.51 | 23.49 | -0.99 |
| Sharpe Ratio | NA | 2.28 | 1.05 | 0.48 | 0.56 | NA | NA | … | … | 2.18 | 1.05 | 0.54 | 0.22 | -0.24 | 2.01 | 0.23 | 2.18 | -0.75 | 1.57 | 1.34 | -0.23 | 1.15 | 2.27 | -1.38 |
| Standard Deviation(%) | NA | 10.32 | 11.63 | 13.38 | 16.78 | NA | NA | … | … | 11.28 | 13.90 | 10.07 | 11.38 | 18.28 | 12.81 | 37.60 | 10.45 | 13.81 | 6.95 | 13.73 | 14.75 | 10.88 | 10.35 | 13.75 |
| Draw Down(%) | NA | 6.79 | 13.49 | 15.88 | 37.31 | NA | NA | … | … | 6.79 | 10.41 | 7.65 | 8.84 | 15.88 | 5.93 | 37.31 | 6.38 | 18.07 | 3.64 | 10.21 | 13.46 | 7.10 | 5.12 | 3.44 |
| Yield(%) | 0.00 | 9.21 | 7.04 | 6.78 | 7.58 | 7.43 | 5.57 | … | … | 2.77 | 7.32 | 5.01 | 5.15 | 8.10 | 9.91 | 3.18 | 4.64 | 6.11 | 7.93 | 4.53 | 8.21 | 7.89 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNKLX (FIDELITY SERIES EQUITY-INCOME FUND FIDELITY SERIES EQUITY-INCOME FUND) |
-3.24%
Mar 2017 – Mar 2020 |
1.29%
Mar 2015 – Mar 2020 |
7.91%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNKLX (FIDELITY SERIES EQUITY-INCOME FUND FIDELITY SERIES EQUITY-INCOME FUND) |
20.80%
Mar 2020 – Mar 2023 |
16.35%
Mar 2020 – Mar 2025 |
11.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart