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Fidelity (FFIDX)

83.12 +1.66 (+2.04%)
At close: 8:01 PM EDT

Fund Summary

The fund normally invests primarily in common stocks. It potentially invests a portion of assets in bonds, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.48%
Worst 1Y Total Return --
Number of Years Up 69
Number of Years Down 24

Performance & Risk

YTD Return 9.37%
5y Average Return 15.25%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FFIDXCategory AverageFFIDXCategory AverageFFIDXCategory Average
Alpha 0.4 0.03 2.03 0.04 0.51 0.01
BETA 1.07 0.01 0.98 0.01 0.99 0.01
Mean Annual Return 1.13 0.02 1.46 0.02 1.14 0.01
R-squared 95.11 0.89 94.18 0.87 94 0.87
Standard Deviation 19.34 0.2 18.58 0.16 15.43 0.15
Sharpe Ratio 0.55 0.01 0.83 0.01 0.8 0.01
Treynor Ratio 8.74 0.21 15.17 0.21 11.98 0.15

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