Fidelity Enduring Opportunities Fund (FEOPX)
The fund invests in securities issued throughout the world. It normally invests primarily in equity securities. The adviser may allocate investments across different countries and regions. The advisor utilizes a disciplined investment approach that seeks to capitalize on Fidelity's fundamental research by emphasizing investments that the adviser believes have attractive long-term potential. The advisor also utilizes a disciplined investment approach that seeks to capitalize on Fidelity's fundamental research by emphasizing investments that the Adviser believes have attractive long-term potential.
Fund Info
| ISIN | US31618H1501 |
|---|---|
| CUSIP | 31618H150 |
| Issuer | Fidelity |
| Inception Date | Nov 5, 2019 |
| Category | Global Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FEOPX has a high expense ratio of 1.05%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FEOPX vs. MGGIX, FEOPX vs. FSELX, FEOPX vs. AMAT
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Enduring Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Enduring Opportunities Fund had a return of 19.25% year-to-date (YTD) and 34.37% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.25% | 25.70% |
| 1 month | 1.81% | 3.51% |
| 6 months | 10.35% | 14.80% |
| 1 year | 34.37% | 37.91% |
| 5 years (annualized) | 11.74% | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of FEOPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.14% | 6.71% | 2.72% | -4.84% | 3.18% | 2.36% | 0.83% | 2.67% | 2.66% | -2.23% | 19.25% | ||
| 2023 | 9.55% | -2.82% | 2.91% | 0.32% | 0.72% | 5.83% | 3.17% | -3.15% | -5.44% | -3.91% | 11.14% | 6.02% | 25.33% |
| 2022 | -10.73% | -4.03% | 0.29% | -10.46% | -2.10% | -8.48% | 9.80% | -4.91% | -9.56% | 4.19% | 8.87% | -5.04% | -29.88% |
| 2021 | -1.15% | 2.26% | 1.28% | 5.70% | 0.20% | 2.59% | 2.14% | 3.93% | -4.64% | 6.85% | -2.58% | 1.93% | 19.50% |
| 2020 | -0.00% | -6.46% | -12.69% | 12.67% | 7.02% | 3.57% | 7.36% | 6.24% | -1.63% | -1.16% | 10.66% | 5.24% | 31.72% |
| 2019 | 2.20% | 3.13% | 5.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FEOPX is 64, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Enduring Opportunities Fund (FEOPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Enduring Opportunities Fund provided a 0.26% dividend yield over the last twelve months, with an annual payout of $0.04 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $0.00 | $0.03 | $0.00 | $0.01 |
Dividend yield | 0.26% | 0.30% | 0.00% | 0.18% | 0.00% | 0.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Enduring Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.01 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Enduring Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Enduring Opportunities Fund was 38.29%, occurring on Oct 14, 2022. Recovery took 489 trading sessions.
The current Fidelity Enduring Opportunities Fund drawdown is 0.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.29% | Nov 17, 2021 | 229 | Oct 14, 2022 | 489 | Sep 26, 2024 | 718 |
| -31.31% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -7.76% | Feb 16, 2021 | 15 | Mar 8, 2021 | 25 | Apr 13, 2021 | 40 |
| -7.03% | Sep 3, 2020 | 14 | Sep 23, 2020 | 12 | Oct 9, 2020 | 26 |
| -6.64% | Sep 7, 2021 | 20 | Oct 4, 2021 | 18 | Oct 28, 2021 | 38 |
Volatility
Volatility Chart
The current Fidelity Enduring Opportunities Fund volatility is 3.35%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.