Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FTRNX (FIDELITY TREND FUND FIDELITY TREND FUND) | 8.07% | 17.90% | 27.75% | 17.52% | 16.90% | 17.50% | 13.42% | 11.55% |
Data as of 07/07/2025, AR inception is 12/11/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRNX (FIDELITY TREND FUND FIDELITY TREND FUND) | 12/11/1980 | 07/07/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | 17.90 | 27.75 | 17.52 | 16.90 | 17.50 | 13.42 | 11.55 | 8.07 | 40.43 | 44.39 | -33.66 | 22.86 | 47.01 | 36.12 | -3.20 | 29.51 | 4.54 | 5.23 | 14.01 | 35.07 | 18.55 | -0.76 | 19.84 | 44.46 | -44.45 | 18.87 | 13.14 | 7.42 | 10.66 | 27.65 | -20.89 | -12.36 | -7.22 | 40.99 | 2.77 | 13.82 | 16.98 | 22.18 | -6.68 | 19.26 | 16.80 | 36.33 | -12.66 | 31.52 | 24.35 | -4.03 | 13.53 | 24.30 | -2.18 | 26.64 | 8.46 | -5.36 | 5.87 |
| Sharpe Ratio | NA | 0.54 | 1.06 | 0.63 | 0.67 | NA | NA | 0.44 | 0.44 | 1.68 | 2.25 | -1.02 | 1.19 | 1.31 | 2.30 | -0.22 | 3.14 | 0.30 | 0.32 | 0.67 | 2.87 | 1.33 | -0.03 | 1.01 | 1.66 | -1.14 | 0.89 | 0.93 | 0.49 | 0.86 | 1.61 | -0.86 | -0.68 | -0.47 | 2.11 | -0.03 | 0.54 | 1.12 | 1.82 | -0.91 | 1.64 | 1.23 | 2.09 | -1.13 | 2.06 | 1.36 | -0.26 | 0.69 | 1.81 | -0.71 | 1.44 | 0.03 | -1.04 | 13.40 |
| Standard Deviation(%) | NA | 30.34 | 25.10 | 25.50 | 23.24 | NA | NA | 19.76 | 35.29 | 21.87 | 18.24 | 34.58 | 19.18 | 35.43 | 15.05 | 21.11 | 9.22 | 14.48 | 16.02 | 20.94 | 12.19 | 14.03 | 26.49 | 19.50 | 26.74 | 39.78 | 17.76 | 10.51 | 10.45 | 11.31 | 16.71 | 25.62 | 22.16 | 24.35 | 17.84 | 26.57 | 18.55 | 11.83 | 9.98 | 10.77 | 10.39 | 11.57 | 15.41 | 16.05 | 12.45 | 14.24 | 31.44 | 13.22 | 10.39 | 12.94 | 14.06 | 19.59 | 15.26 | 14.21 |
| Draw Down(%) | NA | 28.24 | 28.24 | 39.05 | 39.05 | NA | NA | 56.26 | 28.24 | 14.21 | 13.08 | 37.49 | 11.12 | 30.68 | 7.09 | 23.61 | 2.72 | 13.65 | 12.67 | 10.32 | 6.51 | 10.94 | 20.17 | 16.45 | 21.36 | 53.60 | 10.14 | 9.45 | 6.92 | 7.82 | 13.42 | 32.08 | 29.32 | 20.14 | 12.01 | 40.83 | 18.96 | 12.55 | 4.93 | 15.05 | 6.68 | 8.49 | 8.64 | 26.49 | 10.85 | 7.78 | 38.99 | 12.68 | 8.24 | 17.94 | 8.91 | 23.24 | 17.01 | 1.40 |
| Yield(%) | 0.00 | 17.39 | 12.89 | 10.54 | 12.00 | 16.89 | 13.29 | 16.91 | 3.55 | 19.01 | 6.49 | 3.36 | 8.97 | 6.14 | 11.96 | 9.49 | 10.50 | 5.32 | 6.38 | 13.49 | 16.29 | 8.51 | 0.00 | 0.05 | 0.52 | 0.27 | 8.75 | 0.94 | 0.80 | 1.11 | 0.85 | 0.32 | 0.79 | 14.74 | 11.45 | 0.00 | 17.16 | 8.48 | 19.07 | 6.91 | 9.89 | 7.42 | 6.02 | 0.85 | 13.05 | 4.87 | 16.40 | 25.11 | 2.19 | 2.17 | 2.51 | 2.68 | 2.41 | 2.46 |
Data as of 07/07/2025, AR inception is 12/11/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRNX (FIDELITY TREND FUND FIDELITY TREND FUND) |
-16.18%
Mar 2000 - Mar 2003 |
-5.31%
Feb 2004 - Feb 2009 |
-1.35%
Feb 1999 - Feb 2009 |
2.34%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRNX (FIDELITY TREND FUND FIDELITY TREND FUND) |
34.97%
Dec 2018 - Dec 2021 |
26.49%
Feb 2009 - Feb 2014 |
20.00%
Dec 2011 - Dec 2021 |
18.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart