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Fidelity Disciplined Equity Fund: (MF: FDEQX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$64.87 USD
+0.80 (1.25%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.38 | 13 |
| 3 months | 13.38 | 13 |
| 6 months | 28.51 | 16 |
| 1 Year | 38.53 | 14 |
| 3 Year | 9.71 | 32 |
| 5 Year | 15.49 | 16 |
| 10 Year | 11.51 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 115.23 |
| Bear Market (10/07 - 2/09) | -51.88 |
| Bull Market (2/09 - 3/21) | 637.86 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 38.53 |
| 5 Year | 15.48 |
| 10 Year | 11.51 |
| Since Inception | 10.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.38 | NA | NA | NA |
| 2023 | 9.71 | 10.41 | -2.36 | 13.33 |
| 2022 | -11.17 | -18.69 | -5.30 | 2.58 |
| 2021 | 3.08 | 10.46 | 1.79 | 10.12 |
| 2020 | -15.24 | 24.47 | 10.68 | 11.15 |
| 2019 | 13.48 | 5.57 | 0.35 | 9.74 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.38 | 34.04 | -29.83 | 27.64 | 29.79 | 31.94 | -10.05 | 21.53 | 6.24 | 0.12 | 12.05 |
| % Total Return Rel to Index | 2.82 | 7.80 | -11.63 | -1.04 | 11.39 | 0.45 | -5.66 | -0.26 | -5.69 | -1.26 | -1.59 |
| % Total Return Rel to Peer | 3.43 | 11.04 | -10.13 | 5.58 | 9.88 | 3.52 | -3.19 | 0.85 | -1.57 | 1.71 | 3.84 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 | 4.00 | 3.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.21 | 0.11 | 0.00 | 0.01 | 0.21 | 0.53 | 0.45 | 0.48 | 0.35 | 0.37 |
| % Yield | 0.00 | 0.34 | 0.25 | 0.00 | 0.02 | 0.51 | 1.49 | 1.09 | 1.41 | 1.03 | 1.01 |
| Capital Gains ($) | 0.00 | 2.45 | 0.00 | 0.93 | 0.00 | 0.00 | 4.13 | 1.12 | 0.00 | 1.64 | 2.22 |
| Expense Ratio | 0.00 | 0.48 | 0.70 | 0.78 | 0.71 | 0.51 | 0.53 | 0.54 | 0.68 | 0.89 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%