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FLPSX: FIDELITY LOW-PRICED STOCK FUND FIDELITY LOW-PRICED STOCK FUND (MUTUAL FUND)
Basic Info 39.44 0.09(0.23%) April 25
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 12/27/1989 |
| Last Dividend Date: | 12/06/2024 |
| 12-Mo. Yield | 1.85% |
| Expenses | 0.92% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/1989 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.2 | -3.2 | -13.3 | -7.1 | 1.9 | 1.1 | 5.1 | 5.5 | 10.5 | -5.8 | -2.7 | -13.1 | 12.3 | -1.0 | 25.7 | -10.8 | 12.6 | 8.8 | -0.6 | 7.6 | 34.3 | 18.5 | -0.2 | 20.8 | 39.1 | -36.1 | 3.0 | 17.8 | 8.7 | 22.0 | 40.8 | -6.1 | 26.6 | 18.8 | 4.6 | 0.5 | 26.7 | 26.9 | 24.9 | 4.8 | 20.2 | 29.0 | 46.3 | -0.1 | -1.1 |
| Sharpe Ratio | NA | -0.54 | -1.02 | -0.62 | -0.04 | -0.03 | NA | NA | 0.56 | -0.81 | -0.4 | -0.74 | 0.76 | -0.04 | 2.18 | -0.95 | 1.3 | 0.66 | -0.05 | 0.86 | 3.63 | 1.47 | -0.01 | 1.24 | 1.54 | -1.04 | 0.0 | 1.37 | 0.63 | 1.97 | 2.93 | -0.42 | 1.82 | 1.05 | 0.16 | -0.2 | 3.09 | 3.87 | 4.0 | 0.28 | 3.1 | 3.38 | 3.86 | -0.57 | -2.84 |
| Draw Down(%) | NA | 15.8 | 26.3 | 28.6 | 36.3 | 38.2 | NA | NA | 54.8 | 16.8 | 19.6 | 24.0 | 12.7 | 38.2 | 7.5 | 20.2 | 7.2 | 10.2 | 10.0 | 7.1 | 4.5 | 12.1 | 20.6 | 15.5 | 25.2 | 50.6 | 12.3 | 11.3 | 8.9 | 8.1 | 14.0 | 26.5 | 13.3 | 6.7 | 13.3 | 27.7 | 5.2 | 7.5 | 4.3 | 6.9 | 3.0 | 7.2 | 8.7 | 17.8 | 1.8 |
| Standard Deviation(%) | NA | 23.6 | 19.3 | 18.6 | 18.5 | 17.8 | NA | NA | 15.4 | 15.3 | 17.8 | 19.8 | 16.1 | 33.6 | 11.2 | 12.8 | 9.3 | 13.0 | 12.4 | 8.9 | 9.4 | 12.6 | 21.7 | 16.7 | 25.2 | 35.5 | 15.6 | 10.7 | 10.3 | 10.7 | 13.7 | 17.4 | 13.6 | 14.0 | 8.6 | 13.7 | 7.5 | 6.0 | 5.3 | 6.6 | 5.8 | 7.8 | 10.9 | 9.4 | 28.4 |
| Treynor Ratio | NA | -0.17 | -0.26 | -0.16 | -0.01 | -0.01 | NA | NA | 0.12 | -0.17 | -0.1 | -0.2 | 0.15 | -0.02 | 0.3 | -0.17 | 0.17 | 0.1 | -0.01 | 0.11 | 0.43 | 0.2 | 0.0 | 0.23 | 0.44 | -0.44 | 0.0 | 0.15 | 0.07 | 0.24 | 0.55 | -0.12 | 0.45 | 0.29 | 0.05 | -0.05 | 0.76 | 0.67 | 0.52 | 0.05 | 0.46 | 0.56 | 0.81 | -0.14 | -0.62 |
| Alpha | NA | 0.01 | -0.09 | -0.06 | -0.04 | -0.03 | NA | NA | 0.01 | -0.09 | -0.08 | 0.0 | -0.04 | -0.06 | 0.0 | -0.03 | -0.01 | -0.01 | -0.01 | -0.01 | 0.03 | 0.01 | -0.01 | 0.03 | 0.05 | -0.03 | -0.01 | 0.01 | 0.02 | 0.04 | 0.06 | 0.03 | 0.12 | 0.08 | -0.01 | -0.06 | 0.05 | 0.06 | 0.03 | 0.01 | 0.05 | 0.08 | 0.09 | -0.01 | -0.29 |
| Beta | NA | 0.77 | 0.76 | 0.73 | 0.77 | 0.78 | NA | NA | 0.72 | 0.73 | 0.73 | 0.71 | 0.84 | 0.84 | 0.81 | 0.7 | 0.7 | 0.9 | 0.75 | 0.72 | 0.79 | 0.94 | 0.91 | 0.9 | 0.9 | 0.84 | 0.92 | 0.96 | 0.89 | 0.86 | 0.73 | 0.6 | 0.55 | 0.5 | 0.29 | 0.53 | 0.31 | 0.34 | 0.4 | 0.39 | 0.39 | 0.47 | 0.52 | 0.38 | 1.3 |
| RSquared | NA | 0.88 | 0.59 | 0.56 | 0.57 | 0.67 | NA | NA | 0.72 | 0.37 | 0.31 | 0.76 | 0.47 | 0.76 | 0.81 | 0.88 | 0.26 | 0.83 | 0.88 | 0.84 | 0.86 | 0.9 | 0.96 | 0.94 | 0.93 | 0.95 | 0.89 | 0.82 | 0.78 | 0.81 | 0.83 | 0.81 | 0.76 | 0.64 | 0.38 | 0.63 | 0.55 | 0.46 | 0.35 | 0.34 | 0.35 | 0.36 | 0.49 | 0.43 | 1.0 |
| Yield(%) | N/A | 0.0 | 1.9 | 1.5 | 2.0 | 3.8 | 5.7 | 6.0 | N/A | 2.0 | 1.9 | 1.0 | 1.7 | 1.7 | 9.4 | 10.6 | 2.4 | 5.1 | 4.5 | 6.0 | 8.2 | 7.6 | 6.4 | 0.6 | 0.9 | 10.5 | 8.6 | 9.9 | 7.2 | 6.1 | 1.8 | 2.1 | 7.5 | 16.0 | 5.4 | 8.5 | 8.8 | 10.2 | 9.2 | 12.4 | 11.2 | 6.1 | 7.9 | 4.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -3.7 | -60.1 | -74.6 | -26.8 | -2.8 | N/A | N/A | -3.7 | 61.4 | -33.6 | -3.4 | -78.9 | -30.3 | 392.2 | -50.6 | 7.6 | -24.6 | -10.5 | 19.2 | 11.4 | 1201.0 | -5.9 | -95.3 | 14.2 | -8.8 | 42.7 | 34.0 | 367.4 | -19.3 | -66.5 | -52.6 | 189.5 | -42.1 | 15.1 | -2.1 | 29.3 | -31.3 | 20.2 | 125.3 | 5.3 | 87.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1989
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