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Fidelity Equity-Income K6 (FEKFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.20-0.08 (-0.52%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.51%
5-Year Average Return10.84%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jul 4, 2024)24.79%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return24.79%
Worst 3-Yr Total Return8.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFEKFXCategory
YTD9.37%4.44%
1-Month-0.72%-4.04%
3-Month0.22%4.09%
1-Year16.71%14.37%
3-Year7.32%6.04%
5-Year11.11%9.20%
10-Year0.00%8.57%
Last Bull Market21.64%22.97%
Last Bear Market-9.51%-11.27%

Annual Total Return (%) History

Year
FEKFXCategory
2024
N/AN/A
2023
10.80%11.63%
2022
-4.77%-5.90%
2021
24.79%26.22%
2020
6.84%2.91%
2019
N/A25.04%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.13%0.22%N/AN/A
20230.69%3.12%-1.95%8.83%
2022-0.98%-9.51%-5.74%12.75%
20219.18%6.72%-0.66%7.81%
2020-21.98%12.51%5.21%15.69%
20192.23%7.64%N/AN/A

Rank In Category (By Total Return)

YTD22
1-Month57
3-Month18
1-Year33
3-Year37
5-Year28

Load Adjusted Returns

1-Year16.71%
3-Year7.32%
5-Year11.11%
10-YearN/A