Toronto - Delayed Quote CAD

Fidelity US Dividend Registered B (0P0000Y3YZ.TO)

22.09 -0.05 (-0.23%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.65%
5y Average Return 9.01%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 21.79%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 21.79%
Worst 3Y Total Return 4.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Y3YZ.TO
Category
YTD
10.98%
0.00%
1-Month
4.59%
0.00%
3-Month
10.98%
0.00%
1-Year
18.05%
0.00%
3-Year
10.08%
0.00%
5-Year
9.90%
0.00%
10-Year
9.74%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Y3YZ.TO
Category
2024
--
--
2023
6.26%
--
2022
-0.34%
--
2021
21.79%
--
2020
2.86%
--
2019
18.82%
--
2018
-2.86%
--
2017
3.09%
--

2016
14.17%
--
2015
12.90%
--
2014
18.62%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.98% -- -- --
2023 -0.10% 0.76% -0.10% 5.68%
2022 -2.68% -7.42% 0.68% 9.86%
2021 7.30% 4.70% 1.09% 7.24%
2020 -15.69% 8.01% 2.64% 10.06%
2019 9.11% 0.80% 2.90% 4.98%
2018 -2.69% 3.01% 3.19% -6.09%
2017 0.59% -2.01% -1.02% 5.67%
2016 -4.66% 3.01% 6.02% 9.64%
2015 7.55% -1.27% -2.30% 8.82%

2014 5.78% 1.43% 3.96% 6.35%
2013 6.67% 0.63% 10.68% --

Rank in Category (By Total Return)

YTD 27
1-Month 19
3-Month 27
1-Year 47
3-Year 50
5-Year 45

Load Adjusted Returns

1-Year 18.05%
3-Year 10.08%
5-Year 9.90%
10-Year 9.74%

Performance & Risk

YTD Return 9.65%
5y Average Return 9.01%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.61
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Fidelity Investments Canada ULC
Net Assets 273.41M
YTD Return 10.98%
Yield 0.55%
Morningstar Rating
Inception Date Jan 30, 2013

Fund Summary

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