All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
FEQIX total return snapshot: FEQIX returned +24.83% over the past year and +15.13% YTD, with dividends reinvested. Since May 15, 1986, FEQIX is up +3,893.46% in nominal total return, or +9.60%/yr, and is currently −0.09% below its total-return high on Aug. 4, 2026.
Data ending Thu Aug. 6, 2026
| Thu 1986-05-15💬 to Thu 2026-08-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FEQIX × |
+3,893.46%
+9.60%/yr |
+8.52%/yr
R2=0.953 |
||||
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| Thu 1986-05-15💬 to Thu 2026-08-06 |
Start
Value |
End
Value |
|---|---|---|
| FEQIX × |
$10,000.00
1986-05-15 |
$399,346.02
2026-08-06 |
| YTD | YoY | |
|---|---|---|
| FEQIX × | +15.13% | +24.83% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FEQIX × |
−0.09%
on 2026-08-06 from 2026-08-04 peak |
−62.24%
on 2009-03-09 from 2007-07-13 peak |
| Period ending Thu 2026-08-06 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FEQIX × | +24.83% |
+44.54% +20.22%/yr |
+66.51% +18.53%/yr |
+74.10% +11.73%/yr |
+213.49% +12.10%/yr |
| Year | FEQIX |
|---|---|
| 2026 (YTD) | +15.13% |
| 2025 | +18.96% |
| 2024 | +15.34% |
| 2023 | +10.62% |
| 2022 | −5.10% |
| 2021 | +24.48% |
| 2020 | +6.77% |
| 2019 | +27.90% |
| 2018 | −8.46% |
| 2017 | +13.39% |
| 2016 | +17.42% |
| 2015 | −3.52% |
| 2014 | +9.03% |
| 2013 | +27.70% |
| 2012 | +17.26% |
| 2011 | −4.67% |
| 2010 | +15.14% |
| 2009 | +29.55% |
| 2008 | −41.61% |
| 2007 | +1.65% |
| 2006 | +20.15% |
| 2005 | +5.87% |
| 2004 | +11.39% |
| 2003 | +29.98% |
| 2002 | −17.15% |
| 2001 | −4.96% |
| 2000 | +8.86% |
| 1999 | +8.00% |
| 1998 | +12.71% |
| 1997 | +30.04% |
| 1996 | +21.07% |
| 1995 | +31.95% |
| 1994 | +0.41% |
| 1993 | +21.36% |
| 1992 | +13.56% |
| 1991 | +29.41% |
| 1990 | −13.94% |
| 1989 | +18.93% |
| 1988 | +22.40% |
| 1987 | −1.74% |
| 1986 | −0.64% |
