Fidelity Equity-Income Fund (FEQIX)
80.49
+0.42
(+0.52%)
USD |
Aug 08 2025
FEQIX Max Drawdown (5Y): 17.21% for July 31, 2025
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Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
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Historical Data
Max Drawdown Definition
Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.
Max Drawdown (5Y) Range, Past 5 Years
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Max Drawdown (5Y) Benchmarks
| Fidelity Equity Dividend Income Fund | 16.28% |
| ClearBridge Dividend Strategy Fund 1 | 19.10% |
| Fidelity Large Cap Value Index Fund | 19.01% |
| Fidelity Value Discovery Fund | 16.20% |
| Cutler Equity Fund | 17.59% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | 0.9717 |
| Beta (5Y) | 0.7822 |
| Alpha (vs YCharts Benchmark) (5Y) | 0.9717 |
| Beta (vs YCharts Benchmark) (5Y) | 0.7822 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 12.57% |
| Historical Sharpe Ratio (5Y) | 0.8861 |
| Historical Sortino (5Y) | 1.512 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 5.07% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:FEQIX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:FEQIX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |