Nasdaq - Delayed Quote
USD
Fidelity Equity-Income (FEQIX)
96.28
+1.09
(+1.15%)
At close: 8:10:12 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 15.39% |
|---|---|
| 5y Average Return | 11.40% |
| Number of Years Up | 46 |
| Number of Years Down | 13 |
| Best 1Y Total Return (Oct 27, 2026) | 27.90% |
| Worst 1Y Total Return (Oct 27, 2026) | -- |
| Best 3Y Total Return | 27.90% |
| Worst 3Y Total Return | 6.57% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FEQIX
Category
- YTD
- 10.66%
- 4.44%
- 1-Month
- -3.16%
- -4.04%
- 3-Month
- 0.25%
- 4.09%
- 1-Year
- 15.07%
- 14.37%
- 3-Year
- 18.19%
- 6.04%
- 5-Year
- 11.40%
- 9.20%
- 10-Year
- 11.57%
- 8.57%
- Last Bull Market
- 27.26%
- 22.97%
- Last Bear Market
- -9.66%
- -11.27%
Annual Total Return (%) History
Year
FEQIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
3.19% | 6.97% | 0.25% | -- |
|
2025
|
3.26% | 4.89% | 5.64% | 3.99% |
|
2024
|
9.07% | 0.24% | 8.35% | -2.68% |
|
2023
|
0.57% | 3.23% | -2.07% | 8.77% |
|
2022
|
-1.04% | -9.66% | -5.75% | 12.65% |
|
2021
|
9.06% | 6.60% | -0.65% | 7.68% |
|
2020
|
-22.05% | 12.52% | 5.39% | 15.51% |
|
2019
|
12.11% | 3.73% | 2.27% | 7.54% |
|
2018
|
-4.47% | 2.04% | 5.82% | -11.21% |
|
2017
|
3.09% | 1.53% | 3.05% | 5.10% |
Rank in Category (By Total Return)
| YTD | 59 |
| 1-Month | 30 |
|---|---|
| 3-Month | 57 |
| 1-Year | 55 |
| 3-Year | 41 |
| 5-Year | 42 |
Load Adjusted Returns
| 1-Year | 15.07% |
| 3-Year | 18.19% |
|---|---|
| 5-Year | 11.40% |
| 10-Year | 11.57% |
Performance & Risk
| YTD Return | 15.39% |
| 5y Average Return | 11.40% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.60 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Fidelity Investments |
| Net Assets | 11.5B |
| YTD Return | 10.66% |
| Yield | 1.50% |
| Morningstar Rating | |
| Inception Date | Feb 19, 2026 |
Fund Summary
The fund normally invests at least 80% of assets in equity securities. It primarily invests income-producing equity securities, which tends to lead to investments in large cap "value" stocks. The fund invests in domestic and foreign issuers. It potentially invests in other types of equity securities and debt securities, including lower-quality debt securities.
