Nasdaq - Delayed Quote
USD
Fidelity Trend (FTRNX)
200.73
-2.32
(-1.14%)
At close: 8:07:09 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.96% |
|---|---|
| 5y Average Return | 11.54% |
| Number of Years Up | 47 |
| Number of Years Down | 19 |
| Best 1Y Total Return (Oct 29, 2026) | 47.00% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 47.00% |
| Worst 3Y Total Return | 5.59% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FTRNX
Category
- YTD
- 12.80%
- 0.00%
- 1-Month
- 1.77%
- 0.00%
- 3-Month
- -4.85%
- 0.00%
- 1-Year
- 12.85%
- 0.00%
- 3-Year
- 29.22%
- 0.00%
- 5-Year
- 14.54%
- 0.00%
- 10-Year
- 18.63%
- 0.00%
- Last Bull Market
- 33.84%
- 0.00%
- Last Bear Market
- -24.69%
- 0.00%
Annual Total Return (%) History
Year
FTRNX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-6.21% | 26.39% | -4.85% | -- |
|
2025
|
-13.26% | 24.62% | 9.80% | 0.04% |
|
2024
|
17.30% | 6.51% | 3.96% | 7.91% |
|
2023
|
17.66% | 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% |
|
2019
|
15.64% | 6.17% | -0.46% | 11.19% |
|
2018
|
2.80% | 5.04% | 8.79% | -17.39% |
|
2017
|
9.06% | 4.71% | 6.09% | 6.81% |
Rank in Category (By Total Return)
| YTD | 32 |
| 1-Month | 46 |
|---|---|
| 3-Month | 95 |
| 1-Year | 38 |
| 3-Year | 12 |
| 5-Year | 17 |
Load Adjusted Returns
| 1-Year | 12.85% |
| 3-Year | 29.22% |
|---|---|
| 5-Year | 14.54% |
| 10-Year | 18.63% |
Performance & Risk
| YTD Return | 6.96% |
| 5y Average Return | 11.54% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.45 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Fidelity Investments |
| Net Assets | 4.65B |
| YTD Return | 12.80% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 16, 1958 |
Fund Summary
The fund invests primarily in common stocks. It invests in companies that the adviser believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
