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Fidelity Equity Dividend Income Fd: (MF: FEQTX)
(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET
$27.72 USD
-0.11 (-0.40%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.58 | 29 |
| 3 months | 3.58 | 29 |
| 6 months | 0.32 | 49 |
| 1 Year | 8.12 | 36 |
| 3 Year | 7.88 | 14 |
| 5 Year | 16.93 | 16 |
| 10 Year | 8.99 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 110.24 |
| Bear Market (10/07 - 2/09) | -56.06 |
| Bull Market (2/09 - 3/21) | 594.39 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 8.12 |
| 5 Year | 16.93 |
| 10 Year | 9.00 |
| Since Inception | 9.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.58 | NA | NA | NA |
| 2024 | 7.78 | -2.50 | 10.53 | -3.15 |
| 2023 | 1.21 | 3.09 | -1.74 | 8.81 |
| 2022 | 2.43 | -8.27 | -6.71 | 12.87 |
| 2021 | 9.97 | 5.81 | -1.90 | 7.06 |
| 2020 | -26.78 | 16.77 | 1.67 | 17.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.58 | 12.49 | 11.56 | -1.05 | 22.20 | 1.82 | 27.33 | -9.74 | 14.09 | 15.88 | -2.54 |
| % Total Return Rel to Index | 7.85 | -12.53 | -14.68 | 17.14 | -6.47 | -16.57 | -4.15 | -5.35 | -7.70 | 3.94 | -3.93 |
| % Total Return Rel to Peer | 1.47 | 0.84 | 2.18 | 5.91 | 1.20 | -3.33 | 5.34 | -2.72 | -0.02 | 4.52 | 0.94 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 1.00 | 3.00 | 4.00 | 1.00 | 5.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.70 | 0.70 | 0.60 | 0.61 | 0.60 | 0.66 | 0.64 | 0.63 | 0.51 | 0.59 |
| % Yield | 0.00 | 2.29 | 2.37 | 2.15 | 1.94 | 2.29 | 2.35 | 2.56 | 2.06 | 1.77 | 2.24 |
| Capital Gains ($) | 0.00 | 1.66 | 0.71 | 1.36 | 2.60 | 0.01 | 1.50 | 2.49 | 2.17 | 1.12 | 0.87 |
| Expense Ratio | 0.00 | 0.55 | 0.57 | 0.57 | 0.58 | 0.59 | 0.60 | 0.60 | 0.61 | 0.62 | 0.62 |
* 1 = Top 20%, 5 = Bottom 20%