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Fidelity Trend (FTRNX)

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186.62-2.26 (-1.20%)
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Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado25.64%
Retorno promedio a 5 años19.03%
Número de años al alza45
Número de años a la baja19
Mejor retorno total a 1 año (19 jun 2024)47.00%
Peor retorno total en 1 año (19 jun 2024)N/D
Mejor retorno total a 3 años47.00%
Peor retorno total en 3 años5.59%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoFTRNXCategoría
AIF19.44%12.38%
1 mes7.20%5.09%
3 meses4.77%10.28%
1 año39.52%41.70%
3 años10.76%22.56%
5 años19.49%21.98%
10 años15.57%15.99%
Último mercado alcista38.00%25.99%
Último mercado bajista-24.69%-17.29%

Historial del rendimiento total anual (%)

Año
FTRNXCategoría
2024
N/DN/D
2023
44.39%N/D
2022
-33.64%N/D
2021
22.86%N/D
2020
47.00%35.86%
2019
35.88%31.90%
2018
-2.95%-2.09%
2017
29.41%27.67%
2016
4.57%3.23%
2015
5.32%3.60%
2014
12.52%10.00%
2013
34.92%33.92%
2012
18.64%15.34%
2011
-0.76%-2.46%
2010
19.84%15.53%
2009
44.45%35.68%
2008
-44.45%-40.67%
2007
18.87%13.35%
2006
13.12%7.05%
2005
7.42%6.71%
2004
10.66%7.81%
2003
27.65%28.66%
2002
-20.89%-27.64%
2001
-12.37%-22.30%
2000
-7.16%-13.05%
1999
40.73%38.87%
1998
2.86%34.55%
1997
8.55%26.36%
1996
16.98%19.76%
1995
22.11%32.65%
1994
-6.70%-2.45%
1993
19.15%8.69%
1992
16.77%5.92%
1991
36.28%40.07%
1990
-12.66%-3.78%
1989
31.65%27.76%
1988
24.33%12.55%
1987
-4.16%1.56%
1986
13.53%14.05%
1985
28.26%28.64%
1984
-2.18%-3.94%
1983
26.64%18.56%
1982
14.68%32.75%
1981
-5.36%-2.13%
1980
25.52%40.60%
1979
26.35%32.37%
1978
9.71%15.06%
1977
-3.28%2.56%
1976
21.07%22.23%
1975
34.56%35.35%
1974
-31.40%-31.34%
1973
-23.74%-28.56%
1972
14.30%19.23%
1971
16.47%24.89%
1970
-6.90%-10.89%
1969
-12.12%-9.80%
1968
1.88%15.14%
1967
35.07%42.77%
1966
-3.19%-6.98%
1965
56.97%21.58%
1964
14.95%10.60%
1963
46.42%18.94%
1962
-19.04%-18.01%
1961
67.66%26.01%
1960
35.15%5.60%

Retornos del último trimestre (%)

AñoT1T2T3T4
202417.30%N/DN/DN/D
202317.66%12.88%-5.43%14.95%
2022-12.05%-24.69%-2.65%2.92%
2021-1.35%10.54%2.80%9.61%
2020-11.87%28.87%13.74%13.80%
201915.64%6.17%-0.46%11.19%
20182.80%5.04%8.79%-17.39%
20179.06%4.71%6.09%6.81%
2016-2.71%1.22%6.69%-0.47%
20153.97%-0.96%-6.01%8.82%
20141.64%4.39%1.03%4.96%
20137.51%2.24%10.57%11.02%
201216.57%-4.63%7.52%-0.75%
20117.51%0.64%-14.39%7.15%
20105.02%-11.90%14.51%13.13%
2009-3.67%18.38%17.01%8.26%
2008-14.76%2.87%-17.47%-23.24%
2007-0.03%7.50%7.22%3.17%
20064.72%-2.79%4.86%5.97%
2005-2.51%1.93%4.95%2.99%
20041.65%1.79%-1.95%9.08%
2003-2.90%15.80%2.05%11.24%
2002-0.69%-12.65%-16.67%9.44%
2001-13.78%8.61%-16.97%12.70%
20005.98%-3.76%-0.44%-8.57%
19999.07%9.42%-5.61%24.93%
199816.97%-1.12%-26.96%21.77%
1997-8.63%19.54%14.84%-13.45%
19965.34%2.84%2.29%5.57%
19953.98%6.90%11.03%-1.05%
1994-6.16%-2.04%6.28%-4.50%
19936.07%3.42%7.25%1.27%
1992-0.32%-0.47%5.50%11.56%
199118.33%-1.70%8.81%7.68%
1990-4.70%4.33%-18.51%7.79%
198910.66%9.64%10.99%-2.24%
198814.87%8.15%-2.08%2.20%
198720.74%1.21%6.88%-26.61%
198620.12%1.88%-10.81%4.01%
19858.25%6.80%-4.36%15.99%
1984-8.38%-2.58%7.70%1.76%
198312.29%11.95%-2.59%3.41%
1982-9.91%-1.88%7.89%20.24%
1981-0.94%-0.85%-11.69%9.12%
1980-12.02%13.06%16.57%8.26%
19797.14%5.47%9.70%1.93%
1978-6.37%16.06%10.86%-8.93%
1977-6.92%5.70%-3.84%2.23%
197617.27%4.70%-4.05%2.77%
197523.20%18.95%-11.89%4.21%
1974-4.48%-8.44%-29.38%11.07%
1973-9.74%-12.09%11.34%-13.68%
197211.23%0.50%-3.84%6.33%
197113.46%0.65%-2.61%4.72%
1970-5.25%-20.69%15.66%7.11%
1969-5.32%-5.05%-2.41%0.17%
1968-11.25%11.10%3.77%-0.42%
196714.95%4.86%8.60%3.18%
196613.39%-4.56%-13.27%3.15%
196510.35%-6.00%21.94%24.09%
196411.18%1.85%2.34%-0.81%
19637.67%11.23%9.89%11.26%
1962-3.33%-22.86%2.73%5.67%
19611.41%8.22%N/DN/D
1960N/DN/DN/DN/D

Rango en categoría (por retorno total)

AIF4
1 mes8
3 meses12
1 año7
3 años11
5 años9

Retornos ajustados por comisiones

1 año39.52%
3 años10.76%
5 años19.49%
10 años15.57%