Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNTEX (Fidelity Disruptive Finance Fund) | NA | -0.50% | 7.37% | NA | NA | NA | NA | … | … |
Data as of 06/26/2023, Common starting date is 04/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNTEX (Fidelity Disruptive Finance Fund) | 04/17/2020 | 06/26/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.50 | 7.37 | NA | NA | NA | NA | … | … | -1.03 | -24.80 | 20.93 | 49.62 |
| Sharpe Ratio | NA | -0.18 | 0.27 | NA | NA | NA | NA | … | … | -0.34 | -0.87 | 1.28 | 3.27 |
| Standard Deviation(%) | NA | 24.48 | 22.85 | NA | NA | NA | NA | … | … | 20.07 | 30.18 | 16.38 | 23.32 |
| Draw Down(%) | NA | 19.52 | 35.19 | NA | NA | NA | NA | … | … | 18.57 | 32.18 | 11.09 | 9.52 |
| Yield(%) | 0.00 | 6.26 | 3.96 | 2.66 | 1.33 | 0.89 | 0.67 | … | … | 0.55 | 4.28 | 2.14 | 1.70 |
Data as of 06/26/2023, Common starting date is 04/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNTEX (Fidelity Disruptive Finance Fund) |
5.38%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNTEX (Fidelity Disruptive Finance Fund) |
5.38%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart