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Fidelity Equity-Income (FEQIX)

Nasdaq - Nasdaq Precio retrasado. Divisa en USD.
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74.15+0.20 (+0.27%)
Al cierre: 06:06PM EDT

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado10.46%
Retorno promedio a 5 años11.54%
Número de años al alza44
Número de años a la baja13
Mejor retorno total a 1 año (15 may 2024)29.54%
Peor retorno total en 1 año (15 may 2024)N/D
Mejor retorno total a 3 años29.54%
Peor retorno total en 3 años6.82%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoFEQIXCategoría
AIF6.45%4.44%
1 mes-2.40%-4.04%
3 meses6.17%4.09%
1 año15.35%14.37%
3 años6.94%6.04%
5 años10.32%9.20%
10 años8.91%8.57%
Último mercado alcista21.56%22.97%
Último mercado bajista-9.66%-11.27%

Historial del rendimiento total anual (%)

Año
FEQIXCategoría
2024
N/DN/D
2023
10.60%11.63%
2022
-5.07%-5.90%
2021
24.37%26.22%
2020
6.78%2.91%
2019
27.90%25.04%
2018
-8.41%-8.53%
2017
13.36%15.94%
2016
17.38%14.81%
2015
-3.52%-4.05%
2014
8.68%10.21%
2013
27.68%31.21%
2012
17.23%14.57%
2011
-4.68%-0.75%
2010
15.13%13.66%
2009
29.54%24.13%
2008
-41.64%-37.09%
2007
1.40%1.42%
2006
19.81%18.15%
2005
5.74%5.95%
2004
11.29%12.97%
2003
29.96%28.44%
2002
-17.16%-18.69%
2001
-5.02%-4.99%
2000
8.54%7.87%
1999
7.15%6.72%
1998
12.52%12.00%
1997
29.98%26.61%
1996
21.02%20.08%
1995
31.81%32.39%
1994
0.24%-0.70%
1993
21.31%N/D
1992
14.68%N/D
1991
29.40%N/D
1990
-14.02%N/D
1989
18.67%N/D
1988
22.49%N/D
1987
-1.64%N/D
1986
17.07%N/D
1985
25.06%N/D
1984
10.53%N/D
1983
29.24%N/D
1982
34.57%N/D
1981
9.43%N/D
1980
32.30%N/D
1979
30.66%N/D
1978
11.33%N/D
1977
5.04%N/D
1976
45.07%N/D
1975
44.42%N/D
1974
-19.86%N/D
1973
-11.07%N/D
1972
4.17%N/D
1971
13.35%N/D
1970
-3.61%N/D
1969
-26.51%N/D
1968
30.82%N/D
1967
78.37%N/D
1966
N/DN/D

Retornos del último trimestre (%)

AñoT1T2T3T4
20249.07%N/DN/DN/D
20230.57%3.23%-2.07%8.77%
2022-1.04%-9.66%-5.75%12.65%
20219.06%6.60%-0.65%7.68%
2020-22.05%12.52%5.39%15.51%
201912.11%3.73%2.27%7.54%
2018-4.47%2.04%5.82%-11.21%
20173.09%1.53%3.05%5.10%
20161.89%3.10%5.09%6.33%
20150.19%1.15%-9.24%4.88%
20142.25%5.41%-1.10%1.96%
201310.82%3.15%4.15%7.25%
201210.26%-1.68%7.24%0.84%
20116.44%-1.57%-19.16%12.54%
20106.16%-12.30%10.97%11.45%
2009-13.35%20.58%19.64%3.62%
2008-9.70%-5.29%-10.92%-23.40%
20071.06%7.31%-0.41%-6.12%
20065.21%-0.15%6.15%7.43%
2005-1.86%0.53%4.01%3.04%
20041.75%1.63%-1.42%9.18%
2003-6.30%17.91%2.85%14.38%
20023.73%-9.80%-19.09%9.42%
2001-5.99%5.25%-12.22%9.35%
2000-2.36%-0.07%7.09%3.88%
19992.40%10.58%-8.78%3.74%
199811.39%-0.12%-12.93%16.16%
19972.24%14.80%8.33%2.22%
19966.17%2.63%2.49%8.37%
19956.99%8.26%7.56%5.80%
1994-3.25%2.11%3.93%-2.37%
19938.91%2.82%4.79%3.37%
19922.66%3.18%1.25%6.92%
199113.86%1.13%7.19%4.85%
1990-5.92%2.02%-15.66%6.21%
19897.48%6.53%6.49%-2.67%
198810.32%8.37%0.69%1.75%
198714.88%0.89%3.55%-18.04%
198614.75%1.19%-2.94%3.88%
19857.24%6.74%-1.87%11.34%
1984-2.99%-2.53%10.50%5.79%
198314.33%10.06%2.15%0.55%
1982-1.20%1.56%12.19%19.55%
19817.67%2.28%-9.23%9.48%
1980-6.07%19.29%8.45%8.87%
197913.09%7.54%7.31%0.12%
19781.79%9.84%8.86%-8.53%
1977-0.10%6.00%-4.64%4.02%
197622.05%5.66%2.42%9.83%
197524.01%17.24%-6.93%6.73%
19744.28%-15.09%-17.51%9.72%
1973-7.62%-9.42%14.08%-6.83%
19724.32%-1.29%-3.35%4.67%
197114.62%-2.48%-1.37%2.81%
1970-5.28%-13.49%7.46%9.46%
1969-9.90%-9.57%-4.93%-5.12%
1968-3.27%22.79%6.64%3.30%
196720.89%24.73%10.19%7.35%
1966-7.02%4.23%N/DN/D

Rango en categoría (por retorno total)

AIF16
1 mes7
3 meses12
1 año43
3 años35
5 años29

Retornos ajustados por comisiones

1 año15.35%
3 años6.94%
5 años10.32%
10 años8.91%