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Fidelity Equity Dividend Income (FEQTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.17+0.06 (+0.21%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.27%
5-year average return9.73%
Number of years up26
Number of years down7
Best 1-yr total return (1 May 2024)29.06%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return29.06%
Worst 3-yr total return5.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFEQTXCategory
YTD7.78%17.52%
1-month4.17%-0.87%
3-month7.78%5.51%
1-year18.83%42.88%
3-year9.76%11.93%
5-year11.06%12.07%
10-year9.22%10.95%
Last bull market41.51%23.18%
Last bear market-8.27%-17.87%

Annual total return (%) history

Year
FEQTXCategory
2024
N/AN/A
2023
11.58%N/A
2022
-1.06%N/A
2021
22.20%N/A
2020
1.84%2.91%
2019
27.32%25.04%
2018
-9.74%-8.53%
2017
14.09%15.94%
2016
15.88%14.81%
2015
-2.54%-4.05%
2014
11.61%10.21%
2013
29.06%31.21%
2012
14.70%14.57%
2011
-2.75%-0.75%
2010
13.54%13.66%
2009
25.12%24.13%
2008
-40.38%-37.09%
2007
4.47%1.42%
2006
13.73%18.15%
2005
4.63%5.95%
2004
9.88%12.97%
2003
32.60%28.44%
2002
-15.43%-18.69%
2001
-7.16%-4.99%
2000
7.46%7.87%
1999
4.37%6.72%
1998
22.98%12.00%
1997
27.17%26.61%
1996
18.71%20.08%
1995
26.39%32.39%
1994
3.16%-0.70%
1993
18.89%13.61%
1992
19.06%10.21%
1991
46.60%28.60%
1990
N/A-6.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.78%N/AN/AN/A
20231.21%3.09%-1.74%8.84%
20222.44%-8.27%-6.71%12.87%
20219.97%5.81%-1.91%7.06%
2020-26.79%16.77%1.68%17.16%
201911.58%3.10%1.89%8.62%
2018-3.67%1.92%4.89%-12.35%
20172.53%1.91%3.60%5.39%
20161.65%4.47%2.69%6.27%
20150.13%-0.39%-7.27%5.37%
20141.34%5.84%-0.88%4.97%
201311.29%2.72%3.42%9.15%
20129.54%-0.61%5.55%-0.19%
20116.36%-1.40%-19.28%14.89%
20105.82%-12.79%10.64%11.20%
2009-14.56%19.03%18.54%3.80%
2008-9.70%-5.97%-9.47%-22.45%
20071.40%6.15%1.24%-4.12%
20064.52%-2.12%4.42%6.45%
2005-2.16%0.61%4.17%2.05%
20040.47%0.00%0.18%9.17%
2003-4.94%19.60%3.56%12.62%
20022.65%-10.75%-16.41%10.43%
2001-7.48%4.75%-13.40%10.61%
2000-0.63%-3.97%9.05%3.27%
19992.66%5.12%-7.64%4.71%
199812.46%3.12%-12.03%20.55%
19970.18%15.93%6.01%3.30%
19966.90%1.76%2.22%6.75%
19956.91%6.16%6.83%4.24%
1994-1.43%3.15%3.77%-2.22%
19938.52%2.77%3.91%2.60%
19925.74%2.63%2.25%7.29%
199118.89%5.48%10.31%5.98%
19906.75%N/AN/AN/A

Rank in category (by total return)

YTD68
1-month82
3-month68
1-year66
3-year37
5-year47

Load adjusted returns

1-year18.83%
3-year9.76%
5-year11.06%
10-year9.22%