FEIKX
Fidelity Equity-Income Fund Class K
Mutual fund
$91.62+0.03 (+0.03%)Close Oct 2, 2026
May 15, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $44,641
- CAGR
- +8.48%
- Max drawdown
- −57.64%
- Sharpe ratio
- 0.52
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.34%
- 3M
- −0.77%
- 6M
- +7.07%
- YTD
- +10.89%
- 1Y
- +15.28%
- 3Y
- +18.78%
- 5Y
- +11.31%
- 10Y
- +11.69%
- 15Y
- +12.58%
- Since 2008
- +8.48%
Metrics
Since 2008| Volatility | 19.52% |
|---|---|
| Sortino ratio | 0.72 |
| Calmar ratio | 0.15 |
| Best year, 2009 | +29.81% |
| Worst year, 2018 | −8.38% |
| Positive years | 13 of 17 |
| Longest drawdown | 4.4 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −57.6% | May 2008 | Mar 2009 | Oct 2012 | 4.4 years |
| −33.1% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −18.5% | Jan 2018 | Dec 2018 | Apr 2019 | 1.3 years |
| −17.2% | May 2015 | Feb 2016 | Jul 2016 | 1.1 years |
| −17.1% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
Annual returns
2008 from May 15 · 2026 through Oct 2