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Fidelity Trend Fund: (MF: FTRNX)
(NASDAQ Mutual Funds) As of Oct 2, 2024 08:00 PM ET
$190.96 USD
+0.94 (0.50%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.94 | 2 |
| 3 months | 4.61 | 75 |
| 6 months | 9.60 | 37 |
| 1 Year | 34.09 | 3 |
| 3 Year | 7.70 | 29 |
| 5 Year | 18.89 | 2 |
| 10 Year | 15.43 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 133.62 |
| Bear Market (10/07 - 2/09) | -53.03 |
| Bull Market (2/09 - 3/21) | 1,321.66 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 35.82 |
| 5 Year | 19.07 |
| 10 Year | 15.73 |
| Since Inception | 10.20 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 17.30 | 6.50 | NA | NA |
| 2023 | 17.67 | 12.87 | -5.42 | 14.95 |
| 2022 | -12.05 | -24.69 | -2.64 | 2.92 |
| 2021 | -1.35 | 10.53 | 2.79 | 9.61 |
| 2020 | -11.87 | 28.85 | 13.75 | 13.80 |
| 2019 | 15.77 | 6.16 | -0.45 | 11.18 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.94 | 44.39 | -33.63 | 22.86 | 47.00 | 36.03 | -3.06 | 29.41 | 4.57 | 5.32 | 12.51 |
| % Total Return Rel to Index | 5.39 | 18.14 | -15.42 | -5.81 | 28.60 | 4.54 | 1.33 | 7.61 | -7.36 | 3.93 | -1.12 |
| % Total Return Rel to Peer | 10.09 | 21.39 | -13.93 | 0.80 | 27.08 | 7.61 | 3.80 | 8.73 | -3.24 | 6.92 | 4.31 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.06 | 0.01 | 0.00 | 0.05 | 0.25 | 0.23 | 0.34 | 0.38 | 0.92 | 0.75 |
| % Yield | 0.00 | 0.04 | 0.00 | 0.00 | 0.03 | 0.20 | 0.23 | 0.31 | 0.42 | 1.00 | 0.76 |
| Capital Gains ($) | 1.03 | 6.95 | 5.80 | 13.40 | 6.68 | 10.18 | 9.34 | 8.55 | 4.02 | 4.52 | 10.86 |
| Expense Ratio | 0.00 | 0.52 | 0.57 | 0.73 | 0.73 | 0.63 | 0.66 | 0.66 | 0.73 | 0.76 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%