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Fidelity Equity-Income K6 (FEKFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.28+0.03 (+0.20%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.59%
5-year average return10.80%
Number of years up3
Number of years down1
Best 1-yr total return (2 Jul 2024)24.79%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return24.79%
Worst 3-yr total return8.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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