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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

Risk overview

Morningstar risk rating★★★
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%

Risk statistics

3 years
FDFKXCategory average
5 years
FDFKXCategory average
10 years
FDFKXCategory average
Alpha
0.520.03
0.780.04
-2.440.01
BETA
0.950.01
0.970.01
1.110.01
Mean annual return
1.550.02
1.470.02
1.110.01
R-squared
92.580.89
90.880.87
82.730.87
Standard deviation
18.330.2
15.30.16
16.590.15
Sharpe ratio
0.940.01
1.070.01
0.760.01
Treynor ratio
17.860.21
17.080.21
10.80.15