It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FDFFX: FIDELITY INDEPENDENCE FUND FIDELITY INDEPENDENCE FUND (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/12/1984 |
| Last Dividend Date: | 05/07/2021 |
| 12-Mo. Yield | 30.87% |
| Expenses | 0.85% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 11/24/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/12/1984 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 378.7 | 95.4 | 55.9 | 33.5 | 21.0 | 17.7 | 15.5 | 343.2 | 32.5 | 32.0 | -6.0 | 26.4 | -1.2 | 0.1 | 11.4 | 40.2 | 20.0 | -10.8 | 22.2 | 39.9 | -48.1 | 29.5 | 12.3 | 10.5 | 12.0 | 23.7 | -14.9 | -27.2 | 3.0 | 47.3 | 36.0 | 18.5 | 8.4 | 24.2 | 0.1 | 22.2 | 10.8 | 45.7 | -10.2 | 30.4 | 15.5 | 10.1 | 6.8 | 27.3 | -3.1 |
| Sharpe Ratio | NA | 2.95 | 1.22 | 0.91 | 0.74 | NA | NA | 0.43 | 3.12 | 0.91 | 2.25 | -0.38 | 2.97 | -0.08 | 0.01 | 0.68 | 2.75 | 1.16 | -0.35 | 0.94 | 1.23 | -0.94 | 1.31 | 0.71 | 0.66 | 0.78 | 1.23 | -0.69 | -1.01 | -0.03 | 1.94 | 1.51 | 0.82 | 0.47 | 3.47 | -0.42 | 2.17 | 0.69 | 2.86 | -1.1 | 2.42 | 0.78 | 0.12 | 0.15 | 2.29 | -0.77 |
| Draw Down(%) | NA | 8.0 | 31.8 | 31.8 | 31.8 | NA | NA | 63.0 | 8.0 | 31.8 | 6.0 | 23.1 | 3.4 | 18.8 | 17.0 | 12.6 | 7.9 | 13.8 | 29.2 | 19.1 | 25.7 | 60.3 | 13.4 | 12.2 | 8.8 | 12.3 | 15.0 | 32.6 | 40.8 | 35.7 | 12.7 | 23.4 | 12.6 | 11.4 | 3.1 | 8.2 | 7.5 | 8.1 | 8.9 | 26.1 | 7.3 | 7.2 | 37.1 | 12.7 | 7.0 | 17.9 |
| Standard Deviation(%) | NA | 128.5 | 77.5 | 60.6 | 44.6 | NA | NA | 30.6 | 135.4 | 35.3 | 13.5 | 19.4 | 8.7 | 17.6 | 18.2 | 16.7 | 14.6 | 17.3 | 31.0 | 23.6 | 32.4 | 52.1 | 20.2 | 12.5 | 12.5 | 14.1 | 18.6 | 23.4 | 29.7 | 46.7 | 22.6 | 21.5 | 18.1 | 10.1 | 5.8 | 7.1 | 9.2 | 12.0 | 14.5 | 14.2 | 10.1 | 13.6 | 51.0 | 15.8 | 9.5 | 13.2 |
| Treynor Ratio | NA | 1.9 | 0.88 | 0.52 | 0.31 | NA | NA | 0.15 | 1.9 | 0.36 | 0.5 | -0.08 | 0.29 | -0.01 | 0.0 | 0.1 | 0.35 | 0.18 | -0.09 | 0.18 | 0.31 | -0.39 | 0.23 | 0.1 | 0.09 | 0.12 | 0.25 | -0.26 | -0.38 | -0.01 | 0.46 | 0.4 | 0.18 | 0.1 | 0.66 | -0.06 | 0.28 | 0.09 | 0.49 | -0.25 | 0.39 | 0.13 | 0.15 | 0.08 | 2.32 | -32.59 |
| Alpha | NA | 0.9 | 0.29 | 0.17 | 0.08 | NA | NA | 0.05 | 1.05 | -0.06 | 0.02 | -0.03 | -0.01 | 0.0 | -0.03 | -0.01 | 0.0 | 0.0 | -0.04 | 0.03 | -0.01 | 0.0 | 0.06 | 0.04 | 0.0 | 0.02 | 0.0 | 0.04 | -0.01 | 0.14 | 0.1 | 0.03 | 0.0 | 0.0 | 0.04 | -0.01 | 0.09 | 0.04 | 0.02 | -0.06 | 0.02 | 0.03 | 0.13 | 0.03 | 0.07 | -0.04 |
| Beta | NA | 2.0 | 1.08 | 1.06 | 1.08 | NA | NA | 0.88 | 2.22 | 0.89 | 0.62 | 0.91 | 0.91 | 1.1 | 1.08 | 1.15 | 1.16 | 1.14 | 1.15 | 1.2 | 1.26 | 1.26 | 1.14 | 0.89 | 0.94 | 0.9 | 0.9 | 0.61 | 0.79 | 1.16 | 0.95 | 0.81 | 0.83 | 0.49 | 0.3 | 0.5 | 0.71 | 0.89 | 0.85 | 0.63 | 0.63 | 0.81 | 0.39 | 0.31 | 0.09 | 0.0 |
| RSquared | NA | 0.03 | 0.04 | 0.04 | 0.06 | NA | NA | 0.15 | 0.03 | 0.84 | 0.69 | 0.96 | 0.8 | 0.86 | 0.92 | 0.89 | 0.91 | 0.92 | 0.96 | 0.96 | 0.92 | 0.82 | 0.87 | 0.85 | 0.78 | 0.85 | 0.88 | 0.69 | 0.87 | 0.74 | 0.8 | 0.81 | 0.85 | 0.48 | 0.29 | 0.56 | 0.6 | 0.69 | 0.84 | 0.73 | 0.68 | 0.88 | 0.08 | 0.18 | 0.04 | 0.0 |
| Yield(%) | N/A | 30.9 | 19.6 | 16.3 | 16.4 | 10.5 | 11.1 | N/A | 25.9 | 5.6 | 13.3 | 10.4 | 15.0 | 5.9 | 6.9 | 4.9 | 0.4 | 0.2 | 0.2 | 0.0 | 0.3 | 2.1 | 1.1 | 0.5 | 0.3 | 0.9 | 0.7 | 2.2 | 1.3 | 16.5 | 18.1 | 13.4 | 20.7 | 13.2 | 11.9 | 10.5 | 11.6 | 20.3 | 9.3 | 4.3 | 3.1 | 1.9 | 42.6 | 2.2 | 1.9 | 0.3 |
| Dividend Growth(%) | N/A | 236.8 | 127.8 | 522.4 | 1731.5 | 24.9 | N/A | N/A | 471.6 | -49.9 | 5.5 | -22.9 | 141.9 | -21.8 | 50.9 | 1511.8 | 124.5 | -15.5 | N/A | -100.0 | -93.6 | 138.0 | 150.0 | 66.7 | -59.7 | 49.0 | -71.3 | 33.8 | -93.9 | 15.1 | 63.4 | -35.9 | 46.9 | 24.9 | 1.6 | 0.5 | -48.8 | 197.6 | 82.4 | 78.9 | 81.0 | -97.0 | 1914.3 | 45.8 | 500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/1984
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (97%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)
Latest Articles Related to FDFFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
