UK markets closed

Fidelity Equity-Income (FEQIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
72.29-0.30 (-0.41%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★
Number of years up44
Number of years down13
Best 1-yr total return (13 Jun 2024)29.54%
Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years
FEQIXCategory average
5 years
FEQIXCategory average
10 years
FEQIXCategory average
Alpha
-0.86-0.01
-1-0.03
-1.78-0.03
BETA
0.750.01
0.830.01
0.860.01
Mean annual return
0.670.01
1.080.01
0.810.01
R-squared
83.370.78
86.90.83
88.60.84
Standard deviation
14.640.17
16.190.19
13.910.16
Sharpe ratio
0.330
0.660
0.590.01
Treynor ratio
5.20.04
12.160.07
8.820.08