Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNTLX (Fidelity Disruptive Finance Fund Loyalty Class 1) | NA | -5.97% | 6.84% | NA | NA | NA | NA | … | … |
Data as of 05/25/2023, Common starting date is 04/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNTLX (Fidelity Disruptive Finance Fund Loyalty Class 1) | 04/17/2020 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.97 | 6.84 | NA | NA | NA | NA | … | … | -3.67 | -24.64 | 20.28 | 50.19 |
| Sharpe Ratio | NA | -0.34 | 0.29 | NA | NA | NA | NA | … | … | -0.66 | -0.86 | 1.24 | 3.32 |
| Standard Deviation(%) | NA | 26.50 | 23.39 | NA | NA | NA | NA | … | … | 21.10 | 30.23 | 16.37 | 23.25 |
| Draw Down(%) | NA | 19.55 | 35.07 | NA | NA | NA | NA | … | … | 18.56 | 32.12 | 11.46 | 9.51 |
| Yield(%) | 0.00 | 5.89 | 4.24 | 2.83 | 1.42 | 0.94 | 0.71 | … | … | 0.00 | 4.54 | 3.03 | 1.48 |
Data as of 05/25/2023, Common starting date is 04/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNTLX (Fidelity Disruptive Finance Fund Loyalty Class 1) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNTLX (Fidelity Disruptive Finance Fund Loyalty Class 1) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
