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MARKETS LIVE BLOG
DOW CROSSES 40,000 MARK FOR THE FIRST TIME
All three major indices post weekly wins as meme rally fizzles out
Fidelity Value (FDVLX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.62
-0.09
(-0.57%)
At close: 08:06AM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk Overview
Morningstar Risk Rating
★★★★★
Number of Years Up
36
Number of Years Down
9
Best 1 Yr Total Return (May 15, 2024)
44.08%
Worst 1 Yr Total Return (May 15, 2024)
N/A
Risk Statistics
3 Years
FDVLX
Category Average
5 Years
FDVLX
Category Average
10 Years
FDVLX
Category Average
Alpha
-0.98
-0.09
-2.12
-0.07
-4.35
-0.06
BETA
1.1
0.01
1.27
0.01
1.23
0.01
Mean Annual Return
0.75
0.01
1.27
0.01
0.93
0.01
R-squared
74.58
0.85
79.66
0.82
80.83
0.84
Standard Deviation
22.47
0.25
26.28
0.2
20.89
0.17
Sharpe Ratio
0.26
0.01
0.5
0.01
0.46
0.01
Treynor Ratio
3.26
0.08
8.01
0.09
6.36
0.09
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