FEQIX
Fidelity Equity-Income Fund
Mutual fund
$91.71+0.05 (+0.05%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $842,185
- CAGR
- +9.95%
- Max drawdown
- −62.38%
- Sharpe ratio
- 0.67
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.34%
- 3M
- −0.77%
- 6M
- +7.04%
- YTD
- +10.84%
- 1Y
- +15.21%
- 3Y
- +18.69%
- 5Y
- +11.22%
- 10Y
- +11.59%
- 15Y
- +12.47%
- 20Y
- +8.03%
- 25Y
- +8.20%
- 30Y
- +8.47%
- Since 1980
- +9.95%
Metrics
Since 1980| Volatility | 16.20% |
|---|---|
| Sortino ratio | 0.92 |
| Calmar ratio | 0.16 |
| Best year, 1995 | +31.80% |
| Worst year, 2008 | −41.66% |
| Positive years | 35 of 46 |
| Longest drawdown | 5.8 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.4% | Jul 2007 | Mar 2009 | May 2013 | 5.8 years |
| −35.6% | May 2001 | Oct 2002 | Jan 2004 | 2.7 years |
| −33.1% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −25.4% | Aug 1987 | Dec 1987 | Jan 1989 | 1.4 years |
| −24.3% | Sep 1989 | Oct 1990 | Aug 1991 | 1.9 years |
Annual returns
2026 through Oct 2