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Fidelity Low-priced Stock Fund: (MF: FLPSX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$48.66 USD
+0.64 (1.33%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.21 | 67 |
| 3 months | -1.92 | 64 |
| 6 months | 6.21 | 67 |
| 1 Year | 16.69 | 55 |
| 3 Year | 6.05 | 49 |
| 5 Year | 11.82 | 46 |
| 10 Year | 8.87 | 62 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 155.48 |
| Bear Market (10/07 - 2/09) | -48.88 |
| Bull Market (2/09 - 3/21) | 671.41 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 16.69 |
| 5 Year | 11.81 |
| 10 Year | 8.87 |
| Since Inception | 12.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.30 | -1.92 | NA | NA |
| 2023 | 1.12 | 2.93 | -0.86 | 10.81 |
| 2022 | -2.30 | -11.47 | -4.53 | 14.10 |
| 2021 | 13.81 | 4.98 | -1.67 | 5.99 |
| 2020 | -28.03 | 19.21 | 7.94 | 18.04 |
| 2019 | 10.41 | 1.41 | -0.21 | 12.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.21 | 14.35 | -5.79 | 24.54 | 9.31 | 25.64 | -10.74 | 20.66 | 8.78 | -0.56 | 7.65 |
| % Total Return Rel to Index | -9.08 | -11.89 | 12.41 | -4.13 | -9.08 | -5.84 | -6.34 | -1.13 | -3.14 | -1.95 | -5.99 |
| % Total Return Rel to Peer | -4.44 | -8.64 | 13.90 | 2.48 | -10.60 | -2.77 | -3.88 | -0.01 | 0.96 | 1.03 | -0.55 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.89 | 0.55 | 0.83 | 0.86 | 0.88 | 0.84 | 0.79 | 0.59 | 0.61 | 0.51 |
| % Yield | 0.00 | 1.68 | 1.06 | 1.35 | 1.56 | 1.60 | 1.68 | 1.30 | 1.12 | 1.20 | 0.95 |
| Capital Gains ($) | 0.00 | 7.17 | 3.82 | 5.69 | 4.55 | 3.18 | 5.00 | 4.06 | 1.80 | 1.61 | 2.43 |
| Expense Ratio | 0.93 | 0.92 | 0.82 | 0.64 | 0.78 | 0.51 | 0.62 | 0.67 | 0.88 | 0.79 | 0.82 |
* 1 = Top 20%, 5 = Bottom 20%