FTRNX
Fidelity Trend Fund
Mutual fund
$224.59+2.51 (+1.13%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $1,870,890
- CAGR
- +11.84%
- Max drawdown
- −56.26%
- Sharpe ratio
- 0.67
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.23%
- 3M
- +1.10%
- 6M
- +20.24%
- YTD
- +14.63%
- 1Y
- +13.92%
- 3Y
- +29.68%
- 5Y
- +14.69%
- 10Y
- +18.84%
- 15Y
- +18.11%
- 20Y
- +13.98%
- 25Y
- +12.62%
- 30Y
- +11.27%
- Since 1980
- +11.84%
Metrics
Since 1980| Volatility | 19.75% |
|---|---|
| Sortino ratio | 0.93 |
| Calmar ratio | 0.21 |
| Best year, 2020 | +47.01% |
| Worst year, 2008 | −44.45% |
| Positive years | 34 of 46 |
| Longest drawdown | 6.7 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −56.3% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −49.2% | Mar 2000 | Oct 2002 | Dec 2006 | 6.7 years |
| −40.8% | May 1998 | Oct 1998 | Jun 1999 | 1.1 years |
| −39.0% | Nov 2021 | Oct 2022 | Feb 2024 | 2.2 years |
| −39.0% | Aug 1987 | Oct 1987 | Apr 1989 | 1.6 years |
Annual returns
2026 through Oct 2