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Fidelity Disciplined Equity (FDEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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67.18+0.25 (+0.37%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★
Number of years up27
Number of years down8
Best 1-yr total return (30 May 2024)36.64%
Worst 1-yr total return (30 May 2024)N/A

Risk statistics

3 years
FDEQXCategory average
5 years
FDEQXCategory average
10 years
FDEQXCategory average
Alpha
-1.480.03
0.60.04
-1.240.01
BETA
1.110.01
1.040.01
1.040.01
Mean annual return
0.710.02
1.270.02
1.010.01
R-squared
95.90.89
95.330.87
95.640.87
Standard deviation
20.020.2
19.790.16
16.160.15
Sharpe ratio
0.270.01
0.660.01
0.650.01
Treynor ratio
3.260.21
11.470.21
9.460.15