Nasdaq - Delayed Quote
USD
Fidelity Disciplined Equity (FDEQX)
75.87
-0.55
(-0.72%)
As of 8:10:13 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.15% |
|---|---|
| 5y Average Return | 9.11% |
| Number of Years Up | 29 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 29, 2026) | 36.64% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 36.64% |
| Worst 3Y Total Return | 5.11% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FDEQX
Category
- YTD
- 11.88%
- 0.00%
- 1-Month
- 0.05%
- 0.00%
- 3-Month
- -2.84%
- 0.00%
- 1-Year
- 13.62%
- 0.00%
- 3-Year
- 22.73%
- 0.00%
- 5-Year
- 11.62%
- 0.00%
- 10-Year
- 14.44%
- 0.00%
- Last Bull Market
- 26.47%
- 0.00%
- Last Bear Market
- -18.69%
- 0.00%
Annual Total Return (%) History
Year
FDEQX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-5.82% | 22.26% | -2.84% | -- |
|
2025
|
-8.09% | 17.41% | 6.41% | 1.55% |
|
2024
|
13.39% | 5.14% | 2.64% | 2.17% |
|
2023
|
9.72% | 10.41% | -2.37% | 13.33% |
|
2022
|
-11.18% | -18.69% | -5.30% | 5.22% |
|
2021
|
3.08% | 10.46% | 1.79% | 10.13% |
|
2020
|
-15.25% | 24.48% | 10.68% | 11.16% |
|
2019
|
13.48% | 5.58% | 0.36% | 9.74% |
|
2018
|
-1.80% | 1.94% | 6.88% | -15.93% |
|
2017
|
6.47% | 2.29% | 4.73% | 6.56% |
Rank in Category (By Total Return)
| YTD | 35 |
| 1-Month | 75 |
|---|---|
| 3-Month | 89 |
| 1-Year | 36 |
| 3-Year | 58 |
| 5-Year | 43 |
Load Adjusted Returns
| 1-Year | 13.62% |
| 3-Year | 22.73% |
|---|---|
| 5-Year | 11.62% |
| 10-Year | 14.44% |
Performance & Risk
| YTD Return | 8.15% |
| 5y Average Return | 9.11% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Fidelity Investments |
| Net Assets | 2.32B |
| YTD Return | 11.88% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 09, 2008 |
Fund Summary
The fund invests at least 80% of assets in equity securities. Equity securities represent an ownership interest, or the right to acquire an ownership interest, in an issuer. Equity securities include common stocks preferred stocks and other preferred securities, convertible securities, rights and warrants, and other securities, such as hybrid securities and trust preferred securities, believed to have equity-like characteristics.
