Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDEQX (FIDELITY DISCIPLINED EQUITY FUND FIDELITY DISCIPLINED EQUITY FUND) | 9.86% | 24.68% | 22.64% | 12.41% | 14.42% | 13.30% | 9.90% | … | … |
Data as of 06/05/2026, Common starting date is 12/07/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDEQX (FIDELITY DISCIPLINED EQUITY FUND FIDELITY DISCIPLINED EQUITY FUND) | 12/07/1989 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.20 | 24.68 | 22.64 | 12.41 | 14.42 | 13.30 | 9.90 | … | … | 9.86 | 16.43 | 25.01 | 34.07 | -28.06 | 27.62 | 29.80 | 31.95 | -10.37 | 21.57 | 6.25 | 0.23 | 12.08 | 36.69 | 15.85 | -3.12 | 8.54 | 21.97 | -40.07 | 10.86 | 14.57 | 10.41 | 12.02 | 27.18 | -18.56 | -14.21 | -3.12 | 22.69 | 21.98 | 33.51 | 15.05 | 29.01 | 3.01 | 13.94 | 13.23 | 36.02 | -0.78 | 0.90 |
| Sharpe Ratio | NA | 1.81 | 1.19 | 0.53 | 0.66 | NA | NA | … | … | 1.83 | 0.62 | 1.34 | 2.09 | -1.05 | 1.79 | 0.83 | 2.20 | -0.68 | 2.81 | 0.44 | 0.01 | 1.00 | 3.09 | 1.13 | -0.12 | 0.43 | 0.84 | -1.04 | 0.46 | 0.96 | 0.70 | 0.94 | 1.65 | -0.84 | -0.91 | -0.31 | 1.14 | 0.93 | 1.75 | 0.87 | 2.54 | -0.01 | 1.29 | 1.26 | 2.48 | -0.43 | 0.85 |
| Standard Deviation(%) | NA | 15.73 | 17.96 | 19.98 | 20.01 | NA | NA | … | … | 18.48 | 21.83 | 15.99 | 14.72 | 28.07 | 15.45 | 35.50 | 13.83 | 17.36 | 7.48 | 13.78 | 15.72 | 12.11 | 11.87 | 14.04 | 25.74 | 19.84 | 25.96 | 39.30 | 16.70 | 11.72 | 11.61 | 11.79 | 16.03 | 23.47 | 18.68 | 23.43 | 16.94 | 19.91 | 16.93 | 12.92 | 9.84 | 10.55 | 9.07 | 8.45 | 12.90 | 14.53 | 12.39 |
| Draw Down(%) | NA | 12.48 | 22.31 | 32.91 | 32.91 | NA | NA | … | … | 12.48 | 22.31 | 10.94 | 9.07 | 32.34 | 6.50 | 32.84 | 6.58 | 21.88 | 2.44 | 11.85 | 12.82 | 8.86 | 6.36 | 12.56 | 24.40 | 16.85 | 25.69 | 51.46 | 11.66 | 9.46 | 7.82 | 9.09 | 11.76 | 27.10 | 27.83 | 15.60 | 10.62 | 22.87 | 9.68 | 10.18 | 6.12 | 8.70 | 5.62 | 4.44 | 6.34 | 20.45 | 3.43 |
| Yield(%) | 0.00 | 8.47 | 9.22 | 5.95 | 7.42 | 8.68 | 6.41 | … | … | 0.00 | 8.68 | 10.73 | 5.86 | 2.03 | 1.83 | 0.03 | 0.70 | 11.92 | 4.69 | 1.56 | 5.97 | 8.12 | 3.82 | 2.49 | 1.38 | 1.25 | 1.23 | 0.88 | 9.30 | 9.50 | 0.84 | 0.79 | 0.59 | 0.14 | 0.20 | 12.43 | 17.70 | 7.88 | 16.25 | 8.29 | 14.21 | 4.27 | 7.35 | 7.33 | 11.94 | 2.20 | 0.96 |
Data as of 06/05/2026, Common starting date is 12/07/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDEQX (FIDELITY DISCIPLINED EQUITY FUND FIDELITY DISCIPLINED EQUITY FUND) |
-14.85%
Feb 2006 – Feb 2009 |
-5.34%
Feb 2004 – Feb 2009 |
-1.99%
Feb 1999 – Feb 2009 |
3.33%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDEQX (FIDELITY DISCIPLINED EQUITY FUND FIDELITY DISCIPLINED EQUITY FUND) |
29.78%
Dec 2018 – Dec 2021 |
24.29%
Dec 1994 – Dec 1999 |
19.87%
Aug 1990 – Aug 2000 |
14.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart