Nasdaq - Delayed Quote USD

Fidelity Disciplined Equity (FDEQX)

63.03 +0.64 (+1.03%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.76%
5y Average Return 14.34%
Number of Years Up 27
Number of Years Down 8
Best 1Y Total Return (Apr 22, 2024) 36.64%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 36.64%
Worst 3Y Total Return 5.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FDEQX
Category
YTD
13.39%
12.38%
1-Month
2.90%
5.09%
3-Month
13.39%
10.28%
1-Year
38.53%
41.70%
3-Year
10.64%
22.56%
5-Year
16.07%
21.98%
10-Year
11.79%
15.99%
Last Bull Market
39.28%
25.99%
Last Bear Market
-18.69%
-17.29%

Annual Total Return (%) History

Year
FDEQX
Category
2024
--
--
2023
34.04%
--
2022
-28.04%
--
2021
27.65%
--
2020
29.80%
35.86%
2019
31.95%
31.90%
2018
-10.06%
-2.09%
2017
21.54%
27.67%

2016
6.24%
3.23%
2015
0.12%
3.60%
2014
12.05%
10.00%
2013
36.64%
33.92%
2012
15.85%
15.34%
2011
-3.13%
-2.46%
2010
8.25%
15.53%
2009
21.96%
35.68%
2008
-40.10%
-40.67%
2007
10.84%
13.35%
2006
14.58%
7.05%
2005
10.27%
6.71%
2004
12.02%
7.81%
2003
27.18%
28.66%
2002
-18.56%
-27.64%
2001
-14.21%
-22.30%
2000
-3.48%
-13.05%
1999
22.41%
38.87%
1998
21.83%
34.55%
1997
33.31%
26.36%
1996
15.11%
19.76%
1995
29.01%
32.65%
1994
3.01%
-2.45%
1993
13.94%
8.69%
1992
13.23%
5.92%
1991
36.02%
40.07%
1990
-0.78%
-3.78%
1989
36.34%
27.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.39% -- -- --
2023 9.72% 10.41% -2.37% 13.33%
2022 -11.18% -18.69% -5.30% 5.22%
2021 3.08% 10.46% 1.79% 10.13%
2020 -15.25% 24.48% 10.68% 11.16%
2019 13.48% 5.58% 0.36% 9.74%
2018 -1.80% 1.94% 6.88% -15.93%
2017 6.47% 2.29% 4.73% 6.56%
2016 0.57% -0.50% 3.59% 2.49%
2015 2.50% -0.12% -7.87% 6.15%

2014 2.17% 3.60% 0.73% 5.09%
2013 11.69% 2.28% 6.82% 11.97%
2012 12.69% -3.96% 6.79% 0.24%
2011 6.57% -0.50% -18.38% 11.93%
2010 4.52% -11.89% 7.60% 9.24%
2009 -11.14% 13.57% 15.65% 4.49%
2008 -12.47% 1.24% -11.85% -23.33%
2007 2.93% 6.33% 0.98% 0.30%
2006 4.62% -1.03% 3.45% 6.98%
2005 0.43% 2.09% 5.63% 1.81%
2004 2.55% 0.86% -1.83% 10.32%
2003 -1.56% 13.34% 2.29% 11.43%
2002 1.27% -9.65% -14.39% 3.98%
2001 -13.09% 4.63% -13.84% 9.49%
2000 4.72% 0.00% -0.97% -6.93%
1999 4.91% 5.40% -3.61% 14.85%
1998 13.65% 1.91% -13.09% 21.03%
1997 1.23% 15.24% 11.71% 2.30%
1996 3.34% 3.19% 0.91% 6.98%
1995 5.85% 10.48% 10.77% -0.41%
1994 -1.54% -0.56% 4.61% 0.57%
1993 4.39% 1.46% 7.30% 0.25%
1992 3.22% 0.42% 2.93% 6.12%
1991 17.09% -0.65% 7.08% 9.20%
1990 -0.89% 7.24% -15.17% 10.05%
1989 12.07% 7.24% 12.59% 0.76%

Rank in Category (By Total Return)

YTD 34
1-Month 21
3-Month 34
1-Year 47
3-Year 30
5-Year 35

Load Adjusted Returns

1-Year 38.53%
3-Year 10.64%
5-Year 16.07%
10-Year 11.79%

Performance & Risk

YTD Return 7.76%
5y Average Return 14.34%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Fidelity Investments
Net Assets 1.98B
YTD Return 13.39%
Yield 0.31%
Morningstar Rating
Inception Date Dec 28, 1988

Fund Summary

The fund invests at least 80% of assets in equity securities. It invests primarily in common stocks. The advisor seeks to reduce the impact of industry weightings on the performance of the fund by considering each industry's weighting in the S&P 500® Index when allocating the fund's investments across industries. It invests in domestic and foreign issuers.

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