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Fidelity Equity-Income (FEQIX)

Nasdaq - Nasdaq Prezzo differito. Valuta in USD.
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73,53-0,41 (-0,55%)
Alla chiusura: 08:01PM EDT

Panoramica delle performance

Valutazione di Morningstar (rendimento)N/D1
Rendimento dall'inizio dell'anno9,83%
Rendimento medio quinquennale11,09%
Numero di anni in rialzo44
Numero di anni in ribasso13
Miglior rendimento complessivo in 1 anno (24 giu 2024)29,54%
Peggior rendimento complessivo in 1 anno (24 giu 2024)N/D
Miglior rendimento complessivo in 3 anni29,54%
Peggior rendimento complessivo in 3 anni6,82%

Rendimento ultimi 12 mesi (%) rispetto a Benchmark

I periodi di tempo superiori a un anno vengono annualizzati.
RendimentoFEQIXCategoria
YTD10,16%4,44%
1 mese3,48%-4,04%
3 mesi5,97%4,09%
1 anno23,46%14,37%
3 anni7,18%6,04%
5 anni12,34%9,20%
10 anni9,13%8,57%
Ultimo mercato al rialzo21,56%22,97%
Ultimo mercato in ribasso-9,66%-11,27%

Storico del rendimento totale annuo (%)

Anno
FEQIXCategoria
2024
N/DN/D
2023
10,60%11,63%
2022
-5,07%-5,90%
2021
24,37%26,22%
2020
6,78%2,91%
2019
27,90%25,04%
2018
-8,41%-8,53%
2017
13,36%15,94%
2016
17,38%14,81%
2015
-3,52%-4,05%
2014
8,68%10,21%
2013
27,68%31,21%
2012
17,23%14,57%
2011
-4,68%-0,75%
2010
15,13%13,66%
2009
29,54%24,13%
2008
-41,64%-37,09%
2007
1,40%1,42%
2006
19,81%18,15%
2005
5,74%5,95%
2004
11,29%12,97%
2003
29,96%28,44%
2002
-17,16%-18,69%
2001
-5,02%-4,99%
2000
8,54%7,87%
1999
7,15%6,72%
1998
12,52%12,00%
1997
29,98%26,61%
1996
21,02%20,08%
1995
31,81%32,39%
1994
0,24%-0,70%
1993
21,31%N/D
1992
14,68%N/D
1991
29,40%N/D
1990
-14,02%N/D
1989
18,67%N/D
1988
22,49%N/D
1987
-1,64%N/D
1986
17,07%N/D
1985
25,06%N/D
1984
10,53%N/D
1983
29,24%N/D
1982
34,57%N/D
1981
9,43%N/D
1980
32,30%N/D
1979
30,66%N/D
1978
11,33%N/D
1977
5,04%N/D
1976
45,07%N/D
1975
44,42%N/D
1974
-19,86%N/D
1973
-11,07%N/D
1972
4,17%N/D
1971
13,35%N/D
1970
-3,61%N/D
1969
-26,51%N/D
1968
30,82%N/D
1967
78,37%N/D
1966
N/DN/D

Rendimenti trimestrali passati (%)

AnnoT1T2T3T4
20249,07%N/DN/DN/D
20230,57%3,23%-2,07%8,77%
2022-1,04%-9,66%-5,75%12,65%
20219,06%6,60%-0,65%7,68%
2020-22,05%12,52%5,39%15,51%
201912,11%3,73%2,27%7,54%
2018-4,47%2,04%5,82%-11,21%
20173,09%1,53%3,05%5,10%
20161,89%3,10%5,09%6,33%
20150,19%1,15%-9,24%4,88%
20142,25%5,41%-1,10%1,96%
201310,82%3,15%4,15%7,25%
201210,26%-1,68%7,24%0,84%
20116,44%-1,57%-19,16%12,54%
20106,16%-12,30%10,97%11,45%
2009-13,35%20,58%19,64%3,62%
2008-9,70%-5,29%-10,92%-23,40%
20071,06%7,31%-0,41%-6,12%
20065,21%-0,15%6,15%7,43%
2005-1,86%0,53%4,01%3,04%
20041,75%1,63%-1,42%9,18%
2003-6,30%17,91%2,85%14,38%
20023,73%-9,80%-19,09%9,42%
2001-5,99%5,25%-12,22%9,35%
2000-2,36%-0,07%7,09%3,88%
19992,40%10,58%-8,78%3,74%
199811,39%-0,12%-12,93%16,16%
19972,24%14,80%8,33%2,22%
19966,17%2,63%2,49%8,37%
19956,99%8,26%7,56%5,80%
1994-3,25%2,11%3,93%-2,37%
19938,91%2,82%4,79%3,37%
19922,66%3,18%1,25%6,92%
199113,86%1,13%7,19%4,85%
1990-5,92%2,02%-15,66%6,21%
19897,48%6,53%6,49%-2,67%
198810,32%8,37%0,69%1,75%
198714,88%0,89%3,55%-18,04%
198614,75%1,19%-2,94%3,88%
19857,24%6,74%-1,87%11,34%
1984-2,99%-2,53%10,50%5,79%
198314,33%10,06%2,15%0,55%
1982-1,20%1,56%12,19%19,55%
19817,67%2,28%-9,23%9,48%
1980-6,07%19,29%8,45%8,87%
197913,09%7,54%7,31%0,12%
19781,79%9,84%8,86%-8,53%
1977-0,10%6,00%-4,64%4,02%
197622,05%5,66%2,42%9,83%
197524,01%17,24%-6,93%6,73%
19744,28%-15,09%-17,51%9,72%
1973-7,62%-9,42%14,08%-6,83%
19724,32%-1,29%-3,35%4,67%
197114,62%-2,48%-1,37%2,81%
1970-5,28%-13,49%7,46%9,46%
1969-9,90%-9,57%-4,93%-5,12%
1968-3,27%22,79%6,64%3,30%
196720,89%24,73%10,19%7,35%
1966-7,02%4,23%N/DN/D

Classifica di categoria (per rendimento complessivo)

YTD15
1 mese31
3 mesi14
1 anno43
3 anni34
5 anni33

Rendimento con rettifica delle commissioni

1 anno23,46%
3 anni7,18%
5 anni12,34%
10 anni9,13%