FEQTX
Fidelity Equity Dividend Income Fund
Mutual fund
$32.39−0.10 (−0.31%)Close Oct 2, 2026
Aug 21, 1990 – Oct 2, 2026, Dividends reinvested
- Final balance
- $321,758
- CAGR
- +10.09%
- Max drawdown
- −60.86%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.76%
- 3M
- −1.89%
- 6M
- +7.05%
- YTD
- +10.07%
- 1Y
- +15.34%
- 3Y
- +15.81%
- 5Y
- +10.52%
- 10Y
- +10.50%
- 15Y
- +12.00%
- 20Y
- +7.64%
- 25Y
- +7.82%
- 30Y
- +8.08%
- Since 1990
- +10.09%
Metrics
Since 1990| Volatility | 17.47% |
|---|---|
| Sortino ratio | 0.90 |
| Calmar ratio | 0.17 |
| Best year, 1991 | +44.77% |
| Worst year, 2008 | −40.40% |
| Positive years | 28 of 35 |
| Longest drawdown | 5.6 years |
Worst drawdowns
Since 1990| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.9% | Oct 2007 | Mar 2009 | May 2013 | 5.6 years |
| −39.2% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −34.5% | May 2001 | Oct 2002 | Dec 2003 | 2.6 years |
| −20.3% | Jul 1998 | Oct 1998 | Dec 1998 | 5 months |
| −19.4% | Jan 2018 | Dec 2018 | Jul 2019 | 1.5 years |
Annual returns
1990 from Aug 21 · 2026 through Oct 2