New Zealand markets open in 3 minutes

Fidelity Magellan K (FMGKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.96+0.03 (+0.20%)
At close: 05:23PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return25.12%
5-year average return15.80%
Number of years up12
Number of years down3
Best 1-yr total return (4 Jul 2024)41.39%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return41.39%
Worst 3-yr total return5.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMGKXCategory
YTD22.69%12.38%
1-month5.25%5.09%
3-month5.68%10.28%
1-year35.54%41.70%
3-year10.13%22.56%
5-year15.84%21.98%
10-year13.42%15.99%
Last bull market34.06%25.99%
Last bear market-16.97%-17.29%

Annual total return (%) history

Year
FMGKXCategory
2024
N/AN/A
2023
31.05%N/A
2022
-27.08%N/A
2021
26.99%N/A
2020
28.49%35.86%
2019
31.31%31.90%
2018
-5.58%-2.09%
2017
26.63%27.67%
2016
5.34%3.23%
2015
4.16%3.60%
2014
14.19%10.00%
2013
35.44%33.92%
2012
18.13%15.34%
2011
-11.43%-2.46%
2010
12.55%15.53%
2009
41.39%35.68%
2008
N/A-40.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.10%5.68%N/AN/A
20238.52%9.31%-2.56%13.38%
2022-11.40%-16.97%-5.80%5.22%
20210.38%11.03%2.16%11.52%
2020-13.65%24.12%11.18%7.84%
201914.19%5.46%1.59%7.32%
20181.11%4.37%7.42%-16.71%
20176.46%4.26%6.70%6.92%
2016-2.12%0.72%4.67%2.08%
20152.87%1.14%-7.57%8.31%
20142.07%4.61%1.69%5.17%
20139.17%2.86%9.09%10.57%
201216.42%-5.18%7.94%-0.86%
20115.46%-3.36%-19.62%8.10%
20105.07%-12.77%9.57%12.07%
2009-2.64%19.14%17.08%4.11%
2008-21.24%-27.04%N/AN/A

Rank in category (by total return)

YTD22
1-month57
3-month51
1-year21
3-year18
5-year44

Load adjusted returns

1-year35.54%
3-year10.13%
5-year15.84%
10-year13.42%