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FDEKX: FIDELITY DISCIPLINED EQUITY FUND CLASS K (MUTUAL FUND)
Basic Info 79.58 3.21(3.88%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 8.63% |
| Expenses | 0.62% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.2 | 9.9 | 24.8 | 22.7 | 11.7 | 14.2 | 13.0 | 10.2 | 16.5 | 25.1 | 34.2 | -29.8 | 25.9 | 29.9 | 32.1 | -10.3 | 21.7 | 6.3 | 0.4 | 12.2 | 36.7 | 16.0 | -3.0 | 8.6 | 22.2 | -35.9 |
| Sharpe Ratio | NA | 1.83 | 1.82 | 1.2 | 0.49 | 0.64 | NA | 0.44 | 0.63 | 1.34 | 2.09 | -1.11 | 1.65 | 0.83 | 2.21 | -0.67 | 2.82 | 0.44 | 0.02 | 1.01 | 3.09 | 1.15 | -0.12 | 0.43 | 0.85 | -1.1 |
| Draw Down(%) | NA | 12.5 | 12.5 | 22.3 | 33.7 | 33.7 | NA | 51.3 | 22.3 | 10.9 | 9.1 | 32.3 | 6.5 | 32.9 | 6.6 | 21.9 | 2.4 | 11.9 | 12.8 | 8.8 | 6.3 | 12.5 | 24.4 | 16.9 | 25.7 | 49.1 |
| Standard Deviation(%) | NA | 18.5 | 15.7 | 18.0 | 20.1 | 20.1 | NA | 21.1 | 21.8 | 16.0 | 14.7 | 28.3 | 15.7 | 35.5 | 13.8 | 17.4 | 7.5 | 13.8 | 15.7 | 12.1 | 11.9 | 14.0 | 25.7 | 19.8 | 25.9 | 47.7 |
| Treynor Ratio | NA | 0.26 | 0.23 | 0.19 | 0.09 | 0.12 | NA | 0.09 | 0.12 | 0.18 | 0.28 | -0.28 | 0.23 | 0.29 | 0.29 | -0.12 | 0.19 | 0.06 | 0.0 | 0.12 | 0.35 | 0.15 | -0.03 | 0.08 | 0.24 | -0.55 |
| Alpha | NA | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.01 | 0.02 | -0.04 | -0.02 | 0.03 | 0.0 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | -0.03 | -0.01 | -0.03 |
| Beta | NA | 1.3 | 1.26 | 1.16 | 1.14 | 1.08 | NA | 1.03 | 1.13 | 1.21 | 1.08 | 1.12 | 1.14 | 1.01 | 1.07 | 1.01 | 1.08 | 1.03 | 1.01 | 1.02 | 1.05 | 1.07 | 1.08 | 1.08 | 0.94 | 0.96 |
| RSquared | NA | 0.91 | 0.91 | 0.93 | 0.95 | 0.96 | NA | 0.96 | 0.94 | 0.94 | 0.95 | 0.97 | 0.94 | 0.97 | 0.94 | 0.98 | 0.94 | 0.98 | 0.98 | 0.94 | 0.96 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.7 | 10.8 | 6.0 | 0.3 | 0.0 | 0.0 | 0.8 | 12.0 | 4.8 | 1.7 | 6.1 | 8.3 | 4.0 | 2.8 | 1.5 | 1.3 | 1.4 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -6.6 | 130.4 | 1533.1 | N/A | -100.0 | -92.0 | -94.7 | 191.6 | 210.4 | -74.5 | -22.8 | 164.6 | 65.2 | 71.6 | 27.1 | 6.9 | -11.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2008
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