Toronto - Delayed Quote • CAD
Fidelity Dividend Plus Series T5 (0P0000VE6Y.TO)
At close: April 17 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.00% |
| 5y Average Return | 3.20% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 17, 2024) | 25.00% |
| Worst 1Y Total Return (Apr 17, 2024) | -- |
| Best 3Y Total Return | 25.00% |
| Worst 3Y Total Return | 2.58% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000VE6Y.TO
Category
- YTD
- 0.59%
- 0.00%
- 1-Month
- 0.94%
- 0.00%
- 3-Month
- 0.59%
- 0.00%
- 1-Year
- -0.01%
- 0.00%
- 3-Year
- 3.59%
- 0.00%
- 5-Year
- 4.42%
- 0.00%
- 10-Year
- 4.97%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000VE6Y.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.59% | -- | -- | -- |
| 2023 | 2.84% | -0.40% | -7.63% | 8.05% |
| 2022 | 3.74% | -8.20% | -5.28% | 2.25% |
| 2021 | 6.65% | 7.33% | 1.77% | 7.30% |
| 2020 | -9.02% | 4.12% | 3.21% | 2.44% |
| 2019 | 8.84% | 0.83% | 3.82% | -0.09% |
| 2018 | -3.87% | 3.59% | -0.32% | -0.87% |
| 2017 | 1.23% | -0.56% | -0.72% | 1.29% |
| 2016 | 4.05% | 3.49% | 1.17% | -0.53% |
| 2015 | 4.16% | -2.68% | -0.53% | 1.24% |
| 2014 | 3.39% | 1.54% | 2.14% | 5.22% |
| 2013 | 5.39% | -2.38% | 0.68% | 4.66% |
| 2012 | 3.04% | 2.56% | 1.67% | 1.73% |
Rank in Category (By Total Return)
| YTD | 100 |
| 1-Month | 97 |
| 3-Month | 100 |
| 1-Year | 99 |
| 3-Year | 99 |
| 5-Year | 96 |
Load Adjusted Returns
| 1-Year | -0.01% |
| 3-Year | 3.59% |
| 5-Year | 4.42% |
| 10-Year | 4.97% |
Performance & Risk
| YTD Return | -5.00% |
| 5y Average Return | 3.20% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Fidelity Investments Canada ULC |
| Net Assets | 523.67M |
| YTD Return | 0.59% |
| Yield | 1.31% |
| Morningstar Rating | |
| Inception Date | May 25, 2005 |
Fund Summary
Fund Summary Information Not Available