Fidelity Low-Priced Stock Fund Class K (FLPKX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Low-Priced Stock Fund Class K, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Fidelity Low-Priced Stock Fund Class K (FLPKX) has returned -1.02% so far this year and 15.07% over the past 12 months. Over the last ten years, FLPKX has returned 9.97% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 9, 2008, FLPKX's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2009 with a return of +14.5%, while the worst month was Oct 2008 at -20.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FLPKX closed higher 54% of trading days. The best single day was Sep 8, 2023 with a return of +14.2%, while the worst single day was Sep 11, 2023 at -12.2%.

Fidelity Low-Priced Stock Fund Class K has an annualized alpha of 1.81%, beta of 0.83, and R² of 0.82 versus S&P 500 Index. Calculated based on daily prices since May 12, 2008.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (96.02%) than losses (94.58%) — typical of diversified or defensive assets.

FLPKX has an expense ratio of 0.74%, placing it in the medium range.

FLPKX ranks 40 for risk / return — below 40% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund Class K (FLPKX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Low-Priced Stock Fund Class K provided a 13.47% dividend yield over the last twelve months, with an annual payout of $5.49 per share.

The table displays the monthly dividend distributions for Fidelity Low-Priced Stock Fund Class K. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Fidelity Low-Priced Stock Fund Class K. 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 Low-Priced Stock Fund Class K was 51.34%, occurring on Mar 9, 2009. Recovery took 284 trading sessions.

The current Fidelity Low-Priced Stock Fund Class K drawdown is 8.80%.

The chart below shows the rolling one-month volatility.