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FLPKX: FIDELITY LOW-PRICED STOCK FUND CLASS K (MUTUAL FUND)
Basic Info 44.8 0.59(1.30%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 13.10% |
| Expenses | 0.82% |
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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(%) | -0.6 | 8.8 | 21.0 | 14.8 | 8.0 | 11.1 | 10.8 | 9.8 | 14.7 | 7.3 | 14.5 | -5.6 | 24.6 | 9.4 | 25.9 | -10.7 | 20.8 | 8.9 | -0.5 | 7.7 | 34.5 | 18.7 | -0.1 | 21.0 | 39.3 | -36.3 |
| Sharpe Ratio | NA | 1.67 | 1.53 | 0.88 | 0.39 | 0.58 | NA | 0.49 | 0.71 | 0.29 | 0.91 | -0.37 | 1.8 | 0.28 | 2.19 | -0.95 | 3.21 | 0.67 | -0.04 | 0.87 | 3.64 | 1.48 | -0.01 | 1.25 | 1.55 | -1.24 |
| Draw Down(%) | NA | 8.8 | 8.8 | 17.6 | 18.7 | 38.2 | NA | 51.2 | 15.8 | 7.5 | 8.4 | 18.7 | 7.1 | 38.2 | 7.5 | 20.1 | 2.0 | 10.2 | 10.0 | 7.1 | 4.5 | 12.1 | 20.6 | 15.5 | 25.2 | 50.4 |
| Standard Deviation(%) | NA | 13.4 | 12.6 | 14.0 | 15.0 | 16.4 | NA | 17.9 | 16.7 | 12.6 | 12.0 | 19.2 | 13.7 | 32.8 | 11.2 | 12.8 | 6.3 | 13.0 | 12.4 | 8.9 | 9.5 | 12.7 | 21.7 | 16.7 | 25.2 | 42.7 |
| Treynor Ratio | NA | 0.25 | 0.21 | 0.14 | 0.08 | 0.12 | NA | 0.11 | 0.13 | 0.04 | 0.15 | -0.1 | 0.33 | 0.11 | 0.31 | -0.16 | 0.3 | 0.11 | -0.01 | 0.12 | 0.48 | 0.23 | 0.0 | 0.28 | 0.52 | -0.68 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.01 | -0.02 | 0.01 | 0.03 | 0.02 | -0.02 | 0.01 | -0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.03 | 0.02 | 0.0 | 0.01 | 0.03 | -0.03 |
| Beta | NA | 0.88 | 0.92 | 0.88 | 0.78 | 0.8 | NA | 0.78 | 0.89 | 0.91 | 0.72 | 0.69 | 0.75 | 0.86 | 0.79 | 0.75 | 0.68 | 0.8 | 0.77 | 0.65 | 0.71 | 0.82 | 0.78 | 0.76 | 0.76 | 0.78 |
| RSquared | NA | 0.83 | 0.81 | 0.86 | 0.83 | 0.87 | NA | 0.91 | 0.88 | 0.83 | 0.83 | 0.87 | 0.68 | 0.94 | 0.82 | 0.9 | 0.71 | 0.89 | 0.9 | 0.83 | 0.88 | 0.92 | 0.96 | 0.96 | 0.96 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 13.5 | 15.2 | 17.7 | 8.2 | 13.6 | 10.9 | 9.5 | 10.7 | 9.9 | 5.2 | 4.6 | 6.1 | 8.4 | 7.8 | 6.5 | 0.8 | 1.0 | 10.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -17.4 | -18.0 | 83.9 | -32.8 | 20.1 | 32.6 | -30.1 | 20.0 | 100.5 | 7.5 | -24.3 | -10.2 | 18.8 | 11.2 | 832.4 | 17.7 | -94.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2008
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See MID-CAP BLEND Asset Class Trend Rankings |
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