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Fidelity Leveraged Company Stock Fd: (MF: FLVCX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$38.28 USD
+0.70 (1.86%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.31 | 5 |
| 3 months | 15.31 | 5 |
| 6 months | 28.89 | 14 |
| 1 Year | 35.54 | 21 |
| 3 Year | 8.78 | 43 |
| 5 Year | 15.29 | 18 |
| 10 Year | 9.89 | 57 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 439.75 |
| Bear Market (10/07 - 2/09) | -64.55 |
| Bull Market (2/09 - 3/21) | 870.94 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 35.54 |
| 5 Year | 15.28 |
| 10 Year | 9.89 |
| Since Inception | 12.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.31 | NA | NA | NA |
| 2023 | 7.30 | 8.27 | -2.87 | 11.77 |
| 2022 | -7.56 | -18.99 | -2.68 | 5.46 |
| 2021 | 9.54 | 7.73 | -0.08 | 6.98 |
| 2020 | -30.43 | 30.62 | 15.15 | 21.12 |
| 2019 | 19.00 | 2.63 | -0.99 | 12.13 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.31 | 26.12 | -23.14 | 26.16 | 26.74 | 35.60 | -16.42 | 21.02 | 7.25 | -6.04 | 5.58 |
| % Total Return Rel to Index | 4.75 | -0.12 | -4.93 | -2.51 | 8.34 | 4.11 | -12.03 | -0.77 | -4.67 | -7.43 | -8.05 |
| % Total Return Rel to Peer | 5.36 | 3.12 | -3.44 | 4.10 | 6.82 | 7.17 | -9.56 | 0.34 | -0.56 | -4.44 | -2.61 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 1.00 | 5.00 | 3.00 | 3.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.21 | 0.24 | 0.11 | 0.04 | 0.03 | 0.00 | 0.06 | 0.37 | 0.39 | 0.34 |
| % Yield | 0.00 | 0.52 | 0.64 | 0.21 | 0.10 | 0.09 | 0.00 | 0.15 | 0.84 | 0.89 | 0.71 |
| Capital Gains ($) | 0.00 | 4.04 | 5.52 | 3.89 | 0.00 | 0.00 | 4.76 | 6.31 | 8.77 | 2.46 | 0.00 |
| Expense Ratio | 0.00 | 0.74 | 0.74 | 0.75 | 0.77 | 0.78 | 0.77 | 0.78 | 0.80 | 0.78 | 0.79 |
* 1 = Top 20%, 5 = Bottom 20%