Nasdaq - Delayed Quote • USD
Fidelity Financial Trust - Fidelity Independence Fund (FDFKX)
At close: November 24 at 8:01 PM EST
Fund Summary
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.38% |
| Worst 1Y Total Return | -10.71% |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 9.69% |
| 5y Average Return | 7.48% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FDFKX | Category Average | FDFKX | Category Average | FDFKX | Category Average | |
| Alpha | 0.52 | 0.03 | 0.78 | 0.04 | -2.44 | 0.01 |
| BETA | 0.95 | 0.01 | 0.97 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 1.55 | 0.02 | 1.47 | 0.02 | 1.11 | 0.01 |
| R-squared | 92.58 | 0.89 | 90.88 | 0.87 | 82.73 | 0.87 |
| Standard Deviation | 18.33 | 0.2 | 15.3 | 0.16 | 16.59 | 0.15 |
| Sharpe Ratio | 0.94 | 0.01 | 1.07 | 0.01 | 0.76 | 0.01 |
| Treynor Ratio | 17.86 | 0.21 | 17.08 | 0.21 | 10.8 | 0.15 |
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