All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
FEQIX total return snapshot: FEQIX returned +21.96% over the past year and +7.20% YTD, with dividends reinvested. Since May 15, 1986, FEQIX is up +3,618.15% in nominal total return, or +9.46%/yr, and is currently ā1.60% below its total-return high on May 6, 2026.
| Thu 1986-05-15? to Fri 2026-05-15 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FEQIX × |
+7.20%
2026-05-15 |
+21.96%
2026-05-15 |
||||
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| Thu 1986-05-15? to Fri 2026-05-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FEQIX × |
+3,618.15%
+9.46%/yr |
+8.50%/yr
(R2=0.952) |
||||
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| Thu 1986-05-15? to Fri 2026-05-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FEQIX × |
$10,000.00
1986-05-15 |
$371,815.22
2026-05-15 |
||||
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| Year | FEQIX |
|---|---|
| 2026 (YTD) | +7.20% |
| 2025 | +18.96% |
| 2024 | +15.34% |
| 2023 | +10.62% |
| 2022 | ā5.10% |
| 2021 | +24.48% |
| 2020 | +6.77% |
| 2019 | +27.90% |
| 2018 | ā8.46% |
| 2017 | +13.39% |
| 2016 | +17.42% |
| 2015 | ā3.52% |
| 2014 | +9.03% |
| 2013 | +27.70% |
| 2012 | +17.26% |
| 2011 | ā4.67% |
| 2010 | +15.14% |
| 2009 | +29.55% |
| 2008 | ā41.61% |
| 2007 | +1.65% |
| 2006 | +20.15% |
| 2005 | +5.87% |
| 2004 | +11.39% |
| 2003 | +29.99% |
| 2002 | ā17.15% |
| 2001 | ā4.96% |
| 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 | ā13.94% |
| 1989 | +18.93% |
| 1988 | +22.40% |
| 1987 | ā1.74% |
| 1986 | ā0.64% |
| Thu 1986-05-15? to Fri 2026-05-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FEQIX × |
ā1.60%
from 2026-05-06 peak |
ā62.24%
2009-03-09 from 2007-07-13 peak |
||||
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| Period ending Fri 2026-05-15 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FEQIX × | +21.96% |
+33.08% +15.37%/yr |
+61.79% +17.39%/yr |
+64.63% +10.48%/yr |
+213.10% +12.09%/yr |
|
| Fidelity Equity-Income Fund Mutual Fund | ||||||