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Fidelity American Disciplined Eq Sr A (0P0000723A.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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38.48+0.39 (+1.01%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.01%
5-Year Average Return14.22%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (May 14, 2024)39.14%
Worst 1 Yr Total Return (May 14, 2024)N/A
Best 3-Yr Total Return39.14%
Worst 3-Yr Total Return2.68%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000723A.TOCategory
YTD11.97%0.00%
1-Month-2.13%0.00%
3-Month8.21%0.00%
1-Year27.37%0.00%
3-Year11.23%0.00%
5-Year12.62%0.00%
10-Year12.22%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000723A.TOCategory
2024
N/AN/A
2023
24.69%N/A
2022
-15.59%N/A
2021
24.56%N/A
2020
15.25%N/A
2019
25.23%N/A
2018
-2.35%N/A
2017
11.27%N/A
2016
-0.37%N/A
2015
17.62%N/A
2014
21.28%N/A
2013
39.14%N/A
2012
10.04%N/A
2011
-4.38%N/A
2010
8.48%N/A
2009
9.02%N/A
2008
-31.19%N/A
2007
0.33%N/A
2006
13.34%N/A
2005
12.98%N/A
2004
3.59%N/A
2003
-0.11%N/A
2002
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.41%N/AN/AN/A
20238.23%6.80%-0.61%8.54%
2022-7.26%-14.91%1.87%5.00%
20213.72%7.28%1.89%9.88%
2020-12.82%17.32%5.98%6.32%
201911.00%3.27%1.85%7.25%
20181.33%4.69%3.55%-11.10%
20174.23%0.28%-0.41%6.90%
2016-8.71%0.24%4.98%3.71%
201512.52%-1.13%-2.58%8.53%
20144.48%0.67%6.15%8.63%
201310.42%6.21%3.76%14.34%
201210.96%-3.37%2.92%-0.28%
20111.47%-2.14%-10.74%7.88%
20101.75%-8.94%6.83%9.60%
2009-5.92%6.28%5.10%3.75%
2008-10.38%-0.99%-13.93%-9.89%
20071.36%-0.76%-2.02%1.80%
20066.50%-7.36%2.56%12.01%
20051.62%4.58%2.27%3.95%
20041.57%4.64%-7.38%5.24%
2003-9.85%1.61%3.06%5.81%
20023.36%N/AN/AN/A

Rank In Category (By Total Return)

YTD15
1-Month18
3-Month12
1-Year20
3-Year18
5-Year26

Load Adjusted Returns

1-Year27.37%
3-Year11.23%
5-Year12.62%
10-Year12.22%