All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FEQIX real return snapshot: after CPI-U inflation, FEQIX returned +20.55% over the past year and +11.94% YTD, with dividends reinvested. Since May 15, 1986, FEQIX is up +1,203.01% in real purchasing-power return, or +6.59%/yr, and is currently at its real total-return high.
Data ending Mon Aug. 10, 2026
| Thu 1986-05-15💬 to Mon 2026-08-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FEQIX × |
+1,203.01%
+6.59%/yr |
+5.86%/yr
R2=0.917 |
||||
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| Thu 1986-05-15💬 to Mon 2026-08-10 |
Start
Value |
End
Value |
|---|---|---|
| FEQIX × |
$10,000.00
1986-05-15 |
$130,301.35
2026-08-10 |
| YTD | YoY | |
|---|---|---|
| FEQIX × | +11.94% | +20.55% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FEQIX × |
—
on 2026-08-10 |
−62.96%
on 2009-03-09 from 2007-07-13 peak |
| Period ending Mon 2026-08-10 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FEQIX × | +20.55% |
+34.34% +15.90%/yr |
+52.14% +15.01%/yr |
+41.94% +7.26%/yr |
+126.90% +8.54%/yr |
| Year | FEQIX |
|---|---|
| 2026 (YTD) | +11.94% |
| 2025 | +15.86% |
| 2024 | +12.11% |
| 2023 | +7.03% |
| 2022 | −10.86% |
| 2021 | +16.29% |
| 2020 | +5.34% |
| 2019 | +25.04% |
| 2018 | −10.17% |
| 2017 | +11.04% |
| 2016 | +15.04% |
| 2015 | −4.23% |
| 2014 | +8.22% |
| 2013 | +25.81% |
| 2012 | +15.26% |
| 2011 | −7.42% |
| 2010 | +13.44% |
| 2009 | +26.12% |
| 2008 | −41.67% |
| 2007 | −2.35% |
| 2006 | +17.20% |
| 2005 | +2.36% |
| 2004 | +7.88% |
| 2003 | +27.59% |
| 2002 | −19.08% |
| 2001 | −6.41% |
| 2000 | +5.29% |
| 1999 | +5.18% |
| 1998 | +10.92% |
| 1997 | +27.86% |
| 1996 | +17.19% |
| 1995 | +28.68% |
| 1994 | −2.20% |
| 1993 | +18.11% |
| 1992 | +10.35% |
| 1991 | +25.56% |
| 1990 | −18.90% |
| 1989 | +13.66% |
| 1988 | +17.22% |
| 1987 | −5.91% |
| 1986 | −2.22% |
