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 +22.55% over the past year and +8.34% YTD, with dividends reinvested. Since May 15, 1986, FEQIX is up +3,657.83% in nominal total return, or +9.48%/yr, and is currently −0.88% below its total-return high on Jun. 4, 2026.

Thu 1986-05-15💬 to Fri 2026-06-05 YTD
Return
1 Year
Return
FEQIX
×
+8.34%
2026-06-05
+22.55%
2026-06-05
Fidelity Equity-Income Fund Mutual Fund

Returns

Thu 1986-05-15💬 to Fri 2026-06-05 Overall
Return
Exponential
Trendline
FEQIX
×
+3,657.83%
+9.48%/yr
+8.51%/yr
(R2=0.952)
Fidelity Equity-Income Fund Mutual Fund

Growth of $10,000

Thu 1986-05-15💬 to Fri 2026-06-05 Start
Value
End
Value
FEQIX
×
$10,000.00
1986-05-15
$375,783.14
2026-06-05
Fidelity Equity-Income Fund Mutual Fund

Annual Returns

Year FEQIX
2026 (YTD) +8.34%
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 +29.99%
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%

Drawdowns

Thu 1986-05-15💬 to Fri 2026-06-05 Current
Drawdown
Worst
Drawdown
FEQIX
×
−0.88%
from 2026-06-04 peak
−62.24%
2009-03-09
from 2007-07-13 peak
Fidelity Equity-Income Fund Mutual Fund

Rolling Returns

Period ending Fri 2026-06-05 1
Year
2
Years
3
Years
5
Years
10
Years
FEQIX
×
+22.55% +35.62%
+16.47%/yr
+63.52%
+17.81%/yr
+64.77%
+10.50%/yr
+207.39%
+11.88%/yr
Fidelity Equity-Income Fund Mutual Fund