Fidelity Investments

  • Fidelity Disciplined Equity Fund

Fidelity Disciplined Equity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1988 0 0 0 0 0 0 0 0 0 0 0 0 0
1989 1.6 1.4 -3.1 0.5 3.7 8.1 -1.7 3.7 5.2 3.3 -0.1 8.6 35
1990 3.3 8 -1.4 -5.7 -9.7 -0.4 1.1 9.2 -2.8 4 2.4 -7 -0.8
1991 10.7 -3.8 2.5 -0.4 2.4 5 -5.2 3.9 0.9 2.4 8 5.9 0
1992 2.2 3.6 0.3 0.6 -2.4 4.8 -1 0.2 1.3 -1.3 2.4 2 13.2
1993 3.1 -3.1 0.4 3.1 4.6 -0.5 1.8 3 -3.3 3.1 -0.6 1.9 14
1994 2 -3 1.7 -2.9 5.1 2.5 -2.8 -0.6 3 -5 -1.2 4.9 3
1995 -1 1.4 -0.8 4.1 0.4 6.1 4.5 3.1 2.6 2.5 4.9 -1.6 29.1
1996 -1.7 5.6 3 4.8 2 -5.6 -1.4 2.6 2 0.5 1.1 1.7 15
1997 2.5 3.5 -3.5 7 -4.8 9.6 4.5 6.4 3.7 -3.4 -0.9 5.8 33.5
1998 8.7 5.1 6.1 4.9 -15.1 -2.4 2.6 -2.4 1.8 5.3 7.8 0.1 22
1999 7.3 2.2 5 -2.3 0 -1.4 6.2 -1.9 1.1 3.6 -3.5 4.9 22.7
2000 2.9 -7.8 -1.6 -5.9 7.8 -2.4 3.7 -2.1 -1.6 8.3 1.6 -4.9 -3.1
2001 1.6 6.1 1.6 -6.9 -5.6 -2 -2.9 0 7.7 -6.3 -7.5 0.2 -14.2
2002 -5.3 3.2 6.4 -8.2 0.6 -7.3 -5.9 -0.8 -3.2 3.6 -1.7 -0.5 -18.6
2003 3.7 1.2 6.2 -0.2 1.4 1.2 1.9 4.7 6.3 1.7 -1.1 -2.1 0
2004 3 5.6 1.4 2.3 -0.1 -3.9 2 2 -3 -0.6 1.6 1.6 12
2005 -0.2 4.6 -2.5 1.9 -0.6 4.3 1.2 4 -2.9 -1.9 3.5 -1 10.4
2006 1.7 1.2 3.9 2 0.9 0.5 0.7 -3.1 1.4 1.8 -0.6 3.4 14.6
2007 0.5 -4.1 4.1 4.3 0.9 -4 -2.4 3.9 4.8 2.3 -1.3 1.9 10.9
2008 2.6 -8.2 -18.6 -8.9 -0.5 -2.8 -6.7 3 5.3 -2.8 -2.2 -7.9 -40.1
2009 2.2 5.3 -3 4.2 3.7 7.1 -0.1 5.9 7.3 6.6 -11.4 -5.9 0
2010 6.2 -1.2 4.1 9 -7 6.1 -6.3 -6.9 1.3 5.8 3.7 -4.7 8.5
2011 0.6 -0.5 11.7 -9.4 -7.5 -2.6 -2.3 -2 4 1.1 2.2 3.1 -3.1
2012 1.1 0.7 -1.6 2.4 2.9 1.4 5.3 -7.9 -1 2.8 5.1 4.3 15.8
2013 2.9 3.5 5.3 3.4 -2.4 5.8 -1.9 2.7 1.5 3.5 2.3 5.5 0
2014 -0.1 3.1 2.1 -2 4.3 -1.5 1.7 1.7 0.2 0.9 4.2 -2.9 12.1
2015 -2 0.6 7.8 -3.4 -5.8 1.2 -1.7 2.2 -0.6 -0.7 5.8 -2.4 0.2
2016 1.5 2.9 -1.9 0 -0.3 3.8 -0.6 0.7 -0.7 6.6 0.3 -6 6.2
2017 1.2 2.4 2.8 1.5 0.9 2.3 0.8 0.5 1 0.5 3.7 2.2 0
2018 -10.5 1.4 -7.7 0.2 3.3 3.3 0 1.3 0.6 -2.2 -4.1 4.7 -10.4
2019 2.2 4.4 2.3 -0.2 -1.2 1.9 6.9 -5.2 4.2 2.3 2.5 8.2 31.2
2020 4.2 9.5 -2.7 -3.6 7.5 6.8 1.9 7.1 14 -10.9 -6.8 2 29.8
2021 1.4 -1.2 8.3 -5 3.4 3.6 3.9 -0.5 6.9 4 3.4 -4.2 25.8
2022 -8.8 5.1 6.8 -9.7 -5.5 11 -8.5 -0.5 -10.7 2.3 -4.1 -9.4 -30
2023 -0.1 10.2 -1.8 -5.1 -0.7 3.6 6.8 2.3 1.1 5.5 -2.8 7 28
2024 -3.4 2.9 7.1 2.9 0 0 0 0 0 0 0 0 13.3