All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

FEQIX: Total Return Chart (with Dividends Reinvested)

FEQIX total return snapshot: FEQIX returned +18.53% over the past year and +13.15% YTD, with dividends reinvested. Since May 15, 1986, FEQIX is up +3,824.71% in nominal total return, or +9.52%/yr, and is currently −2.62% below its total-return high on Aug. 14, 2026.

Data ending Tue Sep. 15, 2026

Growth of $10,000

Thu 1986-05-15💬 to Tue 2026-09-15 Overall
Return
Exponential
Trendline
FEQIX
×
+3,824.71%
+9.52%/yr
+8.53%/yr
R2=0.953
Fidelity Equity-Income Fund Mutual Fund

Growth of $10,000 Summary

Thu 1986-05-15💬 to Tue 2026-09-15 Start
Value
End
Value
FEQIX
×
$10,000.00
1986-05-15
$392,470.86
2026-09-15

This Year’s Performance

through 2026-09-15

  YTD YoY
FEQIX
×
+13.15% +18.53%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FEQIX
×
−2.62%
on 2026-09-15
from 2026-08-14 peak
−62.24%
on 2009-03-09
from 2007-07-13 peak

Rolling Returns

Period ending Tue 2026-09-15 1 yr 2 yr 3 yr 5 yr 10 yr
FEQIX
×
+18.53% +34.22%
+15.85%/yr
+63.79%
+17.88%/yr
+71.37%
+11.37%/yr
+208.54%
+11.93%/yr

Annual Returns

Year FEQIX
2026 (YTD) +13.15%
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%