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FFDKX: FIDELITY FUND CLASS K (MUTUAL FUND)
Basic Info 114.52 1.86(1.60%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 1.48% |
| Expenses | 0.45% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 1.9 | 20.5 | 20.8 | 12.9 | 15.4 | 13.7 | 11.2 | 20.1 | 27.2 | 31.0 | -25.8 | 33.3 | 26.9 | 33.6 | -5.2 | 24.0 | 4.9 | 3.5 | 13.0 | 29.2 | 16.7 | -2.2 | 14.6 | 27.0 | -37.1 |
| Sharpe Ratio | NA | 0.57 | 1.79 | 1.13 | 0.56 | 0.72 | NA | 0.5 | 0.83 | 1.53 | 1.98 | -0.99 | 2.14 | 0.78 | 2.44 | -0.36 | 2.88 | 0.35 | 0.21 | 0.95 | 2.32 | 1.29 | -0.09 | 0.75 | 0.97 | -1.16 |
| Draw Down(%) | NA | 10.9 | 10.9 | 22.4 | 30.3 | 30.7 | NA | 52.3 | 22.4 | 11.2 | 8.4 | 29.7 | 7.5 | 30.7 | 6.9 | 21.0 | 3.5 | 12.2 | 13.2 | 8.7 | 7.0 | 10.1 | 20.7 | 16.9 | 25.8 | 48.1 |
| Standard Deviation(%) | NA | 13.7 | 12.5 | 16.8 | 19.1 | 19.4 | NA | 20.7 | 21.0 | 15.5 | 13.9 | 27.5 | 15.5 | 34.1 | 13.2 | 18.6 | 8.1 | 13.4 | 16.3 | 13.6 | 12.6 | 13.0 | 24.3 | 19.2 | 27.7 | 46.7 |
| Treynor Ratio | NA | 0.12 | 0.32 | 0.24 | 0.15 | 0.18 | NA | 0.12 | 0.21 | 0.3 | 0.4 | -0.38 | 0.52 | 0.3 | 0.54 | -0.08 | 0.28 | 0.05 | 0.03 | 0.14 | 0.29 | 0.2 | -0.02 | 0.15 | 0.24 | -0.52 |
| Alpha | NA | 0.01 | 0.04 | 0.01 | 0.02 | 0.01 | NA | 0.0 | 0.02 | 0.01 | 0.0 | 0.02 | 0.08 | -0.07 | 0.02 | -0.03 | -0.01 | 0.02 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | -0.03 | -0.02 |
| Beta | NA | 0.67 | 0.69 | 0.77 | 0.73 | 0.77 | NA | 0.86 | 0.83 | 0.78 | 0.69 | 0.71 | 0.64 | 0.88 | 0.6 | 0.86 | 0.84 | 0.87 | 0.99 | 0.96 | 1.01 | 0.85 | 0.9 | 0.99 | 1.1 | 1.03 |
| RSquared | NA | 0.83 | 0.85 | 0.92 | 0.9 | 0.87 | NA | 0.9 | 0.95 | 0.93 | 0.88 | 0.91 | 0.78 | 0.86 | 0.68 | 0.95 | 0.79 | 0.92 | 0.96 | 0.93 | 0.93 | 0.91 | 0.97 | 0.97 | 0.96 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 1.5 | 0.0 | 3.2 | 0.5 | 6.0 | 3.7 | 6.9 | 6.6 | 12.7 | 7.1 | 5.5 | 11.9 | 9.1 | 1.7 | 0.9 | 1.0 | 2.1 | 3.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 330.2 | -88.4 | 94.4 | -31.7 | -7.8 | -43.0 | 80.7 | 24.6 | -53.2 | 49.6 | 517.6 | 86.9 | -0.7 | -39.1 | -63.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2008
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See LARGE GROWTH Asset Class Trend Rankings |
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