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Fidelity Dividend Growth Fund: (MF: FDGFX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$36.48 USD
-0.05 (-0.14%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.69 | 11 |
| 3 months | 13.69 | 11 |
| 6 months | 26.27 | 25 |
| 1 Year | 31.38 | 30 |
| 3 Year | 11.72 | 10 |
| 5 Year | 12.27 | 51 |
| 10 Year | 10.14 | 54 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 85.44 |
| Bear Market (10/07 - 2/09) | -56.00 |
| Bull Market (2/09 - 3/21) | 743.48 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 31.38 |
| 5 Year | 12.26 |
| 10 Year | 10.14 |
| Since Inception | 10.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.69 | NA | NA | NA |
| 2023 | 1.96 | 5.77 | -1.64 | 11.06 |
| 2022 | -4.50 | -11.73 | -5.22 | 10.55 |
| 2021 | 8.64 | 8.01 | -1.37 | 10.63 |
| 2020 | -29.14 | 17.08 | 4.48 | 17.90 |
| 2019 | 11.73 | 3.67 | -1.27 | 12.55 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.69 | 17.81 | -11.68 | 28.04 | 2.19 | 28.72 | -7.23 | 20.13 | 8.05 | -0.62 | 11.87 |
| % Total Return Rel to Index | 3.13 | -8.42 | 6.52 | -0.63 | -16.20 | -2.76 | -2.84 | -1.66 | -3.88 | -2.01 | -1.77 |
| % Total Return Rel to Peer | 3.74 | -5.18 | 8.01 | 5.98 | -17.72 | 0.30 | -0.37 | -0.54 | 0.23 | 0.97 | 3.66 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 2.00 | 5.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.47 | 0.47 | 0.36 | 0.58 | 0.49 | 0.60 | 0.60 | 0.50 | 0.46 | 0.51 |
| % Yield | 0.00 | 1.36 | 1.45 | 0.91 | 1.83 | 1.49 | 1.92 | 1.55 | 1.53 | 1.38 | 1.28 |
| Capital Gains ($) | 0.00 | 0.67 | 2.86 | 2.50 | 0.00 | 1.01 | 5.20 | 5.03 | 0.00 | 2.35 | 5.49 |
| Expense Ratio | 0.00 | 0.58 | 0.47 | 0.48 | 0.48 | 0.49 | 0.49 | 0.52 | 0.61 | 0.68 | 0.56 |
* 1 = Top 20%, 5 = Bottom 20%