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Fidelity Financial Trust - Fidelity Independence Fund (FDFKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.04+0.80 (+1.81%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.69%
5-year average return7.48%
Number of years up9
Number of years down3
Best 1-yr total return (3 Feb 2019)40.38%
Worst 1-yr total return (3 Feb 2019)-10.71%
Best 3-yr total return40.38%
Worst 3-yr total return3.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFDFKXCategory
YTD4.28%12.38%
1-month-1.50%5.09%
3-month0.93%10.28%
1-year36.56%41.70%
3-year15.97%22.56%
5-year11.51%21.98%
10-year12.61%15.99%
Last bull market27.98%25.99%
Last bear market-25.43%-17.29%

Annual total return (%) history

Year
FDFKXCategory
2021
N/AN/A
2020
28.38%35.86%
2019
32.07%31.90%
2018
-6.56%-2.09%
2017
26.54%27.67%
2016
-1.13%3.23%
2015
0.45%3.60%
2014
11.56%10.00%
2013
40.38%33.92%
2012
20.05%15.34%
2011
-10.71%-2.46%
2010
22.40%15.53%
2009
40.14%35.68%
2008
N/A-40.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20210.47%N/AN/AN/A
2020-13.71%24.09%11.22%7.80%
201914.68%5.40%1.80%7.33%
20181.64%4.09%6.64%-17.18%
20177.05%4.52%6.19%6.50%
2016-6.39%-1.54%6.66%0.57%
20156.98%-1.24%-10.88%6.68%
20145.08%5.57%-1.04%1.63%
201310.42%2.17%11.42%11.69%
201218.51%-7.17%7.26%1.73%
20116.69%-1.08%-22.36%8.97%
20107.38%-13.61%15.00%14.74%
2009-8.98%19.03%21.88%6.13%
2008-31.83%-28.37%N/AN/A

Rank in category (by total return)

YTD70
1-month30
3-month33
1-year91
3-year85
5-year81

Load adjusted returns

1-year41.25%
3-year18.34%
5-year17.77%
10-year12.56%