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Fidelity Capital & Income (FAGIX)

Nasdaq - Nasdaq Precio retrasado. Moneda en USD.
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9.920.00 (0.00%)
A partir del 08:06AM EDT. Mercado abierto.

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado6.37%
Retorno promedio a 5 años6.59%
Número de años al alza35
Número de años a la baja11
Mejor retorno total a 1 año (9 sept 2024)72.14%
Peor retorno total en 1 año (9 sept 2024)N/D
Mejor retorno total a 3 años72.14%
Peor retorno total en 3 años3.29%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoFAGIXCategoría
AIF7.51%3.62%
1 mes0.81%1.08%
3 meses2.66%2.50%
1 año12.83%14.69%
3 años3.27%6.16%
5 años6.94%6.21%
10 años6.08%5.48%
Último mercado alcista12.55%11.96%
Último mercado bajista-9.84%-7.27%

Historial del rendimiento total anual (%)

Año
FAGIXCategoría
2024
N/DN/D
2023
12.97%N/D
2022
-10.46%N/D
2021
11.65%N/D
2020
10.24%4.91%
2019
18.94%12.62%
2018
-5.80%-2.59%
2017
11.65%6.47%
2016
10.75%13.30%
2015
-0.92%-4.01%
2014
6.13%1.11%
2013
9.71%6.90%
2012
16.40%14.67%
2011
-1.89%2.83%
2010
17.13%14.24%
2009
72.14%46.70%
2008
-31.90%-26.41%
2007
3.78%1.47%
2006
13.08%10.14%
2005
5.04%2.59%
2004
12.57%9.99%
2003
39.13%24.36%
2002
-0.40%-1.52%
2001
-4.66%2.39%
2000
-9.43%-7.12%
1999
13.27%5.05%
1998
4.77%-0.13%
1997
14.71%13.27%
1996
11.41%13.49%
1995
16.74%17.30%
1994
-4.61%-3.04%
1993
24.91%18.60%
1992
28.05%17.13%
1991
29.82%37.19%
1990
-3.85%-10.34%
1989
-3.22%-0.44%
1988
12.59%12.57%
1987
1.31%1.99%
1986
17.99%13.55%
1985
25.54%21.87%
1984
10.50%8.69%
1983
18.54%16.06%
1982
35.68%31.32%
1981
6.88%6.01%
1980
4.38%3.67%
1979
4.65%4.15%
1978
4.00%2.22%

Retornos del último trimestre (%)

AñoT1T2T3T4
20244.18%1.37%N/DN/D
20233.73%2.05%0.29%6.42%
2022-4.56%-9.84%-0.33%4.40%
20213.94%4.12%1.31%1.84%
2020-17.52%14.39%6.48%9.73%
201910.10%2.58%1.18%4.08%
2018-0.73%1.37%1.70%-7.96%
20174.09%2.13%3.16%1.81%
20160.60%2.26%6.06%1.50%
20154.01%0.14%-4.90%0.03%
20143.15%4.00%-1.51%0.46%
20133.67%-1.48%2.06%5.26%
20127.76%-0.16%4.62%3.41%
20115.11%-0.20%-10.84%4.90%
20105.02%-2.94%7.98%6.41%
20094.02%26.67%20.81%8.14%
2008-4.38%3.66%-10.67%-23.09%
20073.13%2.31%-0.47%-1.17%
20063.52%-0.05%3.71%5.37%
2005-0.74%2.52%2.03%1.17%
20041.41%-1.04%4.83%6.99%
200311.08%14.73%2.45%6.56%
2002-0.15%-11.00%-0.48%12.61%
20012.01%-2.97%-8.36%5.11%
20001.49%-1.86%-0.08%-8.99%
19997.66%5.05%-2.31%2.53%
19987.49%0.60%-8.67%6.09%
19970.54%5.32%7.68%0.60%
19962.50%2.05%3.67%2.74%
19956.20%4.74%5.25%-0.29%
19940.29%-2.44%0.54%-3.03%
19939.34%6.81%2.30%4.54%
199215.23%4.46%3.99%2.29%
199110.21%6.74%6.04%4.07%
1990-4.16%4.73%-2.92%-1.33%
19891.79%3.55%-2.92%-5.41%
19885.40%2.79%2.18%1.71%
19876.07%-1.53%-2.45%-0.57%
19868.54%3.91%0.89%3.69%
19855.50%8.16%2.81%7.02%
19841.12%-3.74%9.20%3.96%
19839.59%1.96%3.51%2.49%
19820.48%4.17%17.63%10.21%
19812.39%2.56%-8.86%11.68%
1980-6.59%15.32%-2.98%-0.13%
19797.07%1.81%0.58%-4.56%
19784.68%-0.87%5.40%-4.92%

Rango en categoría (por retorno total)

AIF6
1 mes94
3 meses90
1 año16
3 años25
5 años1

Retornos ajustados por comisiones

1 año12.83%
3 años3.27%
5 años6.94%
10 años6.08%