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Fidelity Magellan: (MF: FMAGX)
(NASDAQ Mutual Funds) As of Jun 15, 2018 08:15 PM ET
$108.09 USD
+0.18 (0.17%)
Zacks MF Rank 2-Buy 2
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of May 31, 2018
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.08 | 30 |
| 3 months | 1.00 | 50 |
| 6 months | 6.18 | 28 |
| 1 Year | 20.69 | 18 |
| 3 Year | 11.52 | 19 |
| 5 Year | 14.50 | 14 |
| 10 Year | 6.94 | 69 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 102.56 |
| Bear Market (10/07 - 2/09) | -58.26 |
| Bull Market (2/09 - 3/18) | 347.04 |
Load Adjusted Returns as of May 31, 2018
| 1 Year | 14.30 |
| 5 Year | 13.50 |
| 10 Year | 6.99 |
| Since Inception | 15.83 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2018 | 1.19 | NA | NA | NA |
| 2017 | 6.41 | 4.25 | 6.68 | 6.89 |
| 2016 | -2.13 | 0.70 | 4.61 | 2.07 |
| 2015 | 2.83 | 1.12 | -7.60 | 8.30 |
| 2014 | 2.03 | 4.57 | 1.62 | 5.20 |
| 2013 | 9.11 | 2.85 | 9.05 | 10.54 |
Annual Return
| 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.08 | 26.51 | 5.24 | 4.05 | 14.07 | 35.29 | 17.98 | -11.55 | 12.40 | 41.13 | -49.39 |
| % Total Return Rel to Index | 3.07 | 4.71 | -6.69 | 2.66 | 0.43 | 2.91 | 1.99 | -13.65 | -2.65 | 14.71 | -12.39 |
| % Total Return Rel to Peer | 2.08 | 5.83 | -2.57 | 5.65 | 5.87 | 4.59 | 3.71 | -8.52 | -4.39 | 9.30 | -10.27 |
| % Perf Quintile vs Peer* | 2.00 | 2.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 4.00 | 2.00 | 5.00 |
| % Dividends | 0.14 | 0.82 | 0.54 | 0.53 | 0.70 | 0.67 | 1.00 | 0.40 | 0.54 | 0.35 | 0.11 |
| % Yield | 0.66 | 0.68 | 0.55 | 0.53 | 0.64 | 0.65 | 1.29 | 0.61 | 0.71 | 0.52 | 0.22 |
| Capital Gains ($) | 4.93 | 9.26 | 2.11 | 6.43 | 11.43 | 5.84 | 0.02 | 0.02 | 0.06 | 0.02 | 2.86 |
| Expense Ratio | 0.69 | 0.67 | 0.83 | 0.68 | 0.50 | 0.47 | 0.47 | 0.60 | 0.75 | 0.71 | 0.73 |
* 1 = Top 20%, 5 = Bottom 20%