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Fidelity Low-priced Stock Fund Class K: (MF: FLPKX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$45.45 USD
-1.33 (-2.84%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.27 | 67 |
| 3 months | -1.90 | 64 |
| 6 months | 6.27 | 67 |
| 1 Year | 16.79 | 54 |
| 3 Year | 6.14 | 47 |
| 5 Year | 11.91 | 45 |
| 10 Year | 8.97 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 683.60 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 16.79 |
| 5 Year | 11.91 |
| 10 Year | 8.97 |
| Since Inception | 9.39 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.34 | -1.90 | NA | NA |
| 2023 | 1.14 | 2.95 | -0.85 | 10.84 |
| 2022 | -2.29 | -11.45 | -4.54 | 14.14 |
| 2021 | 13.83 | 5.01 | -1.64 | 6.02 |
| 2020 | -28.04 | 19.26 | 7.98 | 18.04 |
| 2019 | 10.45 | 1.44 | -0.18 | 12.47 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.27 | 14.44 | -5.72 | 24.64 | 9.39 | 25.79 | -10.67 | 20.79 | 8.87 | -0.44 | 7.75 |
| % Total Return Rel to Index | -9.03 | -11.79 | 12.47 | -4.03 | -9.00 | -5.69 | -6.27 | -1.00 | -3.06 | -1.83 | -5.89 |
| % Total Return Rel to Peer | -4.39 | -8.55 | 13.97 | 2.59 | -10.52 | -2.63 | -3.81 | 0.11 | 1.05 | 1.15 | -0.45 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.93 | 0.59 | 0.87 | 0.89 | 0.92 | 0.89 | 0.84 | 0.64 | 0.66 | 0.57 |
| % Yield | 0.00 | 1.76 | 1.14 | 1.42 | 1.63 | 1.68 | 1.78 | 1.39 | 1.21 | 1.30 | 1.04 |
| Capital Gains ($) | 0.00 | 7.17 | 3.82 | 5.69 | 4.55 | 3.18 | 5.00 | 4.06 | 1.80 | 1.61 | 2.43 |
| Expense Ratio | 0.85 | 0.84 | 0.74 | 0.56 | 0.69 | 0.43 | 0.53 | 0.58 | 0.78 | 0.69 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%