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
FLCKX: FIDELITY LEVERAGED COMPANY STOCK FUND CLASS K (MUTUAL FUND)
Basic Info 51.92 2.48(4.56%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.32% |
| Expenses | 0.74% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| 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(%) | -2.2 | 17.3 | 36.6 | 27.6 | 13.6 | 15.1 | 12.8 | 9.8 | 20.4 | 27.1 | 26.2 | -22.9 | 26.2 | 26.9 | 35.8 | -16.3 | 21.1 | 7.4 | -5.9 | 5.7 | 35.3 | 29.0 | -10.5 | 24.9 | 59.9 | -58.0 |
| Sharpe Ratio | NA | 1.68 | 1.59 | 1.07 | 0.48 | 0.57 | NA | 0.34 | 0.62 | 1.24 | 1.45 | -0.87 | 1.45 | 0.63 | 2.21 | -0.83 | 1.98 | 0.38 | -0.35 | 0.41 | 2.83 | 1.86 | -0.34 | 1.0 | 1.51 | -1.19 |
| Draw Down(%) | NA | 13.0 | 13.0 | 28.5 | 28.5 | 44.1 | NA | 70.0 | 28.5 | 12.2 | 11.9 | 27.1 | 6.2 | 44.1 | 8.9 | 27.1 | 4.3 | 17.6 | 17.1 | 14.0 | 4.9 | 12.3 | 33.3 | 21.1 | 34.2 | 68.9 |
| Standard Deviation(%) | NA | 25.3 | 21.4 | 22.7 | 22.8 | 23.5 | NA | 26.2 | 28.5 | 18.9 | 15.8 | 28.0 | 18.0 | 42.3 | 15.5 | 21.3 | 10.4 | 18.7 | 17.2 | 13.9 | 12.5 | 15.7 | 31.0 | 24.8 | 39.6 | 64.5 |
| Treynor Ratio | NA | 0.28 | 0.25 | 0.19 | 0.1 | 0.12 | NA | 0.08 | 0.13 | 0.19 | 0.23 | -0.23 | 0.23 | 0.24 | 0.3 | -0.14 | 0.18 | 0.06 | -0.05 | 0.06 | 0.37 | 0.29 | -0.09 | 0.22 | 0.51 | -0.67 |
| Alpha | NA | 0.05 | 0.05 | 0.03 | 0.02 | 0.01 | NA | 0.0 | 0.03 | 0.03 | 0.04 | -0.01 | 0.0 | 0.03 | 0.0 | -0.02 | 0.0 | -0.02 | -0.02 | -0.03 | 0.01 | 0.04 | -0.03 | -0.01 | 0.03 | -0.15 |
| Beta | NA | 1.49 | 1.36 | 1.3 | 1.15 | 1.14 | NA | 1.14 | 1.4 | 1.23 | 0.98 | 1.06 | 1.13 | 1.1 | 1.15 | 1.23 | 1.16 | 1.18 | 1.08 | 1.03 | 0.96 | 1.02 | 1.13 | 1.13 | 1.18 | 1.14 |
| RSquared | NA | 0.69 | 0.64 | 0.72 | 0.8 | 0.86 | NA | 0.9 | 0.75 | 0.67 | 0.9 | 0.96 | 0.89 | 0.93 | 0.89 | 0.89 | 0.77 | 0.92 | 0.92 | 0.86 | 0.92 | 0.93 | 0.98 | 0.97 | 0.94 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 16.1 | 13.8 | 12.1 | 10.0 | 0.2 | 0.2 | 14.1 | 19.1 | 23.4 | 6.4 | 0.9 | 1.0 | 0.6 | 1.1 | 0.8 | 1.0 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -62.9 | 30.7 | -26.2 | 43.7 | 5148.1 | 63.8 | -99.0 | -25.5 | -30.1 | 215.7 | 626.4 | 24.5 | 128.4 | -54.5 | 64.9 | 22.9 | -63.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2008
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 MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)
Latest Articles Related to FLCKX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
