Fidelity Investments

  • Fidelity Equity-Income Fund

Fidelity Equity-Income Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2008 1.7 -7.9 -18.2 -10.2 0.8 -1.6 -10.3 0 0 0 0 0 0
2009 1.6 5 -2.8 3.7 5.9 9 -0.7 7.4 13.1 10.4 -11.8 -11 29.8
2010 8.9 -0.3 2.8 9.3 -6 8 -6.6 -8.6 2.4 6.5 2.8 -3.1 14.9
2011 2.1 -1.1 11.5 -8.9 -8 -3.6 -2.3 -1.6 2.4 0.4 3 3 -4.5
2012 1.2 -0 -0.3 3.1 2 2.1 4.9 -5.9 -0.4 2.6 3.9 3.6 17.4
2013 2.1 2.2 2.8 2.8 -3.3 4.8 -0.6 1.6 2.2 3.7 1.2 5.7 27.9
2014 -0.8 1.7 0.9 -2 2.9 -1.9 2.9 1.4 1.1 2 3.8 -3.4 8.7
2015 -1.3 -0.1 6.3 -3.6 -6.6 0.8 -1.6 0.6 2.2 -1.3 5.3 -3.6 -3.5
2016 2.1 5.2 -0.9 -0.1 1.3 3.9 0.1 1 1.9 6.8 0.4 -4.9 0
2017 1.5 2.6 1 2.6 -1.2 1.7 1.1 -0.3 0.7 -0.8 3.1 0.8 13.5
2018 -9 2.5 -4.9 -0.4 1.5 4.7 0.9 0.9 0.3 -3.1 -5.7 4.5 -8.4
2019 -2 2.9 1 2.7 -0.9 0 5.9 -5.5 3.1 1.5 2.8 7.4 20.1
2020 5 12.6 -2.3 -7.2 3.8 4.4 -0.6 3.3 8.4 -13.3 -8.5 -2 2.9
2021 -1.2 -3.6 4.8 -3.8 2.5 0.7 -0.5 2.8 4.2 13.7 4.7 -8.3 12.7
2022 -6.7 5.7 10.1 -7.7 -2.7 4.4 -6.9 1.6 -4.8 1.5 -1 -1.5 -9.3
2023 1.6 6.4 -2.9 -3 -2 2.6 5.2 -3.3 1 0.4 -3.5 3.8 5.8
2024 0 0 -0.1 0.3 0 0 0 0 0 0 0 0 0.2