Fidelity Leveraged Company Stock Fund Class K: (MF: FLCKX)
(NASDAQ Mutual Funds) As of May 10, 2024 08:00 PM ET
$40.20 USD
0.00 (NA)
Latest Performance as of Apr 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 9.46 | 7 |
3 months | 8.05 | 2 |
6 months | 28.00 | 6 |
1 Year | 29.83 | 18 |
3 Year | 5.15 | 45 |
5 Year | 13.05 | 20 |
10 Year | 9.37 | 58 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | 889.21 |
Load Adjusted Returns as of Apr 30, 2024
1 Year | 35.66 |
5 Year | 15.40 |
10 Year | 10.01 |
Since Inception | 8.12 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 15.37 | NA | NA | NA |
2023 | 7.36 | 8.28 | -2.89 | 11.81 |
2022 | -7.53 | -18.95 | -2.67 | 5.47 |
2021 | 9.58 | 7.77 | -0.07 | 6.98 |
2020 | -30.41 | 30.68 | 15.15 | 21.14 |
2019 | 19.03 | 2.65 | -0.95 | 12.17 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 9.46 | 26.24 | -23.06 | 26.27 | 26.85 | 35.76 | -16.33 | 21.15 | 7.37 | -5.92 | 5.71 |
% Total Return Rel to Index | 3.42 | 0.00 | -4.86 | -2.41 | 8.45 | 4.27 | -11.93 | -0.64 | -4.55 | -7.31 | -7.93 |
% Total Return Rel to Peer | 4.63 | 3.24 | -3.36 | 4.21 | 6.93 | 7.34 | -9.47 | 0.47 | -0.44 | -4.32 | -2.49 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 1.00 | 5.00 | 3.00 | 3.00 | 5.00 | 5.00 |
% Dividends | 0.00 | 0.24 | 0.28 | 0.15 | 0.07 | 0.04 | 0.00 | 0.10 | 0.41 | 0.45 | 0.40 |
% Yield | 0.00 | 0.61 | 0.74 | 0.29 | 0.18 | 0.13 | 0.00 | 0.25 | 0.96 | 1.03 | 0.85 |
Capital Gains ($) | 0.00 | 4.04 | 5.52 | 3.89 | 0.00 | 0.00 | 4.78 | 6.31 | 8.77 | 2.46 | 0.00 |
Expense Ratio | 0.64 | 0.65 | 0.65 | 0.66 | 0.66 | 0.67 | 0.66 | 0.67 | 0.68 | 0.67 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%