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Fidelity Equity-Income K (FEIKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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73.12-0.35 (-0.48%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.34%
5-year average return11.15%
Number of years up11
Number of years down4
Best 1-yr total return (25 Jun 2024)29.80%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return29.80%
Worst 3-yr total return6.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFEIKXCategory
YTD10.18%4.44%
1-month3.48%-4.04%
3-month5.98%4.09%
1-year23.56%14.37%
3-year7.27%6.04%
5-year12.44%9.20%
10-year9.24%8.57%
Last bull market21.63%22.97%
Last bear market-9.65%-11.27%

Annual total return (%) history

Year
FEIKXCategory
2024
N/AN/A
2023
10.70%11.63%
2022
-5.00%-5.90%
2021
24.50%26.22%
2020
6.87%2.91%
2019
28.02%25.04%
2018
-8.33%-8.53%
2017
13.47%15.94%
2016
17.52%14.81%
2015
-3.41%-4.05%
2014
8.81%10.21%
2013
27.85%31.21%
2012
17.41%14.57%
2011
-4.54%-0.75%
2010
15.31%13.66%
2009
29.80%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.10%N/AN/AN/A
20230.60%3.24%-2.03%8.80%
2022-1.01%-9.65%-5.73%12.67%
20219.10%6.62%-0.63%7.71%
2020-22.03%12.56%5.40%15.54%
201912.14%3.76%2.30%7.56%
2018-4.46%2.07%5.85%-11.19%
20173.10%1.56%3.06%5.14%
20161.90%3.13%5.12%6.37%
20150.21%1.18%-9.20%4.92%
20142.27%5.44%-1.07%2.00%
201310.84%3.18%4.20%7.28%
201210.32%-1.65%7.28%0.87%
20116.49%-1.53%-19.12%12.58%
20106.18%-12.25%11.00%11.49%
2009-13.29%20.62%19.71%3.67%
2008-10.89%-23.34%N/AN/A

Rank in category (by total return)

YTD15
1-month31
3-month13
1-year42
3-year33
5-year32

Load adjusted returns

1-year23.56%
3-year7.27%
5-year12.44%
10-year9.24%