published on July 01, 2024 in Prominent Personality

FIDELITY CAPITAL APPRECIATION FUND | Markets Insider

Alpha 1 Year1.52 Alpha 10 Years0.26 Alpha 15 Years0.19 Alpha 20 Years0.21 Alpha 3 Years-0.45 Alpha 5 Years1.52 Average Gain 1 Year4.66 Average Gain 10 Years3.61 Average Gain 15 Years3.81 Average Gain 20 Years3.83 Average Gain 3 Years4.72 Average Gain 5 Years4.54 Average Loss 1 Year-2.87 Average Loss 10 Years-3.75 Average Loss 15 Years-3.57 Average Loss 20 Years-3.85 Average Loss 3 Years-4.37 Average Loss 5 Years-4.29 Batting Average 1 Year50.00 Batting Average 10 Years53.33 Batting Average 15 Years54.44 Batting Average 20 Years54.58 Batting Average 3 Years52.78 Batting Average 5 Years56.67 Beta 1 Year1.13 Beta 10 Years1.01 Beta 15 Years1.03 Beta 20 Years1.04 Beta 3 Years1.04 Beta 5 Years1.00 Capture Ratio Down 1 Year113.80 Capture Ratio Down 10 Years98.69 Capture Ratio Down 15 Years101.79 Capture Ratio Down 20 Years106.05 Capture Ratio Down 3 Years105.42 Capture Ratio Down 5 Years95.28 Capture Ratio Up 1 Year111.50 Capture Ratio Up 10 Years99.06 Capture Ratio Up 15 Years102.90 Capture Ratio Up 20 Years105.64 Capture Ratio Up 3 Years101.71 Capture Ratio Up 5 Years101.22 Correlation 1 Year98.68 Correlation 10 Years95.87 Correlation 15 Years94.42 Correlation 20 Years94.10 Correlation 3 Years97.62 Correlation 5 Years97.11 High 1 Year48.81 Information Ratio 1 Year0.62 Information Ratio 10 Years-0.01 Information Ratio 15 Years0.12 Information Ratio 20 Years0.09 Information Ratio 3 Years-0.19 Information Ratio 5 Years0.34 Low 1 Year34.70 Maximum Loss 1 Year-9.39 Maximum Loss 10 Years-25.56 Maximum Loss 15 Years-25.56 Maximum Loss 20 Years-55.18 Maximum Loss 3 Years-25.56 Maximum Loss 5 Years-25.56 Performance Current Year18.14 Performance since Inception6,081.29 Risk adjusted Return 10 Years8.38 Risk adjusted Return 3 Years2.15 Risk adjusted Return 5 Years10.22 Risk adjusted Return Since Inception7.68 R-Squared (R²) 1 Year97.38 R-Squared (R²) 10 Years91.91 R-Squared (R²) 15 Years89.15 R-Squared (R²) 20 Years88.55 R-Squared (R²) 3 Years95.30 R-Squared (R²) 5 Years94.30 Sortino Ratio 1 Year2.88 Sortino Ratio 10 Years1.16 Sortino Ratio 15 Years1.46 Sortino Ratio 20 Years0.90 Sortino Ratio 3 Years0.58 Sortino Ratio 5 Years1.34 Tracking Error 1 Year3.79 Tracking Error 10 Years4.58 Tracking Error 15 Years5.21 Tracking Error 20 Years5.63 Tracking Error 3 Years4.14 Tracking Error 5 Years4.50 Trailing Performance 1 Month0.00 Trailing Performance 1 Week1.14 Trailing Performance 1 Year24.48 Trailing Performance 10 Years242.27 Trailing Performance 2 Years39.62 Trailing Performance 3 Months8.49 Trailing Performance 3 Years28.87 Trailing Performance 4 Years75.89 Trailing Performance 5 Years115.05 Trailing Performance 6 Months14.81 Trailing Return 1 Month0.00 Trailing Return 1 Year24.48 Trailing Return 10 Years13.09 Trailing Return 15 Years14.96 Trailing Return 2 Months3.65 Trailing Return 2 Years18.16 Trailing Return 20 Years11.05 Trailing Return 3 Months8.49 Trailing Return 3 Years8.82 Trailing Return 4 Years15.16 Trailing Return 5 Years16.55 Trailing Return 6 Months14.81 Trailing Return 6 Years14.60 Trailing Return 7 Years15.21 Trailing Return 8 Years15.30 Trailing Return 9 Months37.38 Trailing Return 9 Years12.93 Trailing Return Since Inception11.57 Trailing Return YTD - Year to Date18.14 Treynor Ratio 1 Year24.38 Treynor Ratio 10 Years11.29 Treynor Ratio 15 Years13.53 Treynor Ratio 20 Years8.63 Treynor Ratio 3 Years5.67 Treynor Ratio 5 Years15.18

ncG1vNJzZmilkae4psDSZ5muq5mjsrS%2FyKeqopyVp3uku8xona6mlKh8p7XDnqOirKlisKK8yK2YpWWRpb2zscKimK2hn6N6p8HNnWSuq2Nmg3GClWpncmo%3D