Fidelity Low-priced Stock Fund Class K: (MF: FLPKX)
(NASDAQ Mutual Funds) As of May 13, 2024 08:00 PM ET
$47.69 USD
-0.02 (-0.04%)
Latest Performance as of Apr 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 4.75 | 53 |
3 months | 5.73 | 15 |
6 months | 19.50 | 68 |
1 Year | 17.14 | 62 |
3 Year | 6.09 | 34 |
5 Year | 11.39 | 40 |
10 Year | 9.25 | 60 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | 698.85 |
Load Adjusted Returns as of Apr 30, 2024
1 Year | 22.59 |
5 Year | 12.66 |
10 Year | 9.49 |
Since Inception | 9.68 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.34 | NA | NA | NA |
2023 | 1.14 | 2.95 | -0.85 | 10.84 |
2022 | -2.29 | -11.45 | -4.54 | 14.14 |
2021 | 13.83 | 5.01 | -1.64 | 6.02 |
2020 | -28.04 | 19.26 | 7.98 | 18.04 |
2019 | 10.45 | 1.44 | -0.18 | 12.47 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 4.75 | 14.44 | -5.72 | 24.64 | 9.39 | 25.79 | -10.67 | 20.79 | 8.87 | -0.44 | 7.75 |
% Total Return Rel to Index | -1.29 | -11.79 | 12.47 | -4.03 | -9.00 | -5.69 | -6.27 | -1.00 | -3.06 | -1.83 | -5.89 |
% Total Return Rel to Peer | -0.08 | -8.55 | 13.97 | 2.59 | -10.52 | -2.63 | -3.81 | 0.11 | 1.05 | 1.15 | -0.45 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 4.00 |
% Dividends | 0.00 | 0.93 | 0.59 | 0.87 | 0.89 | 0.92 | 0.89 | 0.84 | 0.64 | 0.66 | 0.57 |
% Yield | 0.00 | 1.76 | 1.14 | 1.42 | 1.63 | 1.68 | 1.78 | 1.39 | 1.21 | 1.30 | 1.04 |
Capital Gains ($) | 0.00 | 7.17 | 3.82 | 5.69 | 4.55 | 3.18 | 5.00 | 4.06 | 1.80 | 1.61 | 2.43 |
Expense Ratio | 0.85 | 0.84 | 0.74 | 0.56 | 0.69 | 0.43 | 0.53 | 0.58 | 0.78 | 0.69 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%