All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FEQIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FEQIX real return snapshot: after CPI-U inflation, FEQIX returned +15.42% over the past year and +6.42% YTD, with dividends reinvested. Since May 15, 1986, FEQIX is up +1,138.74% in real purchasing-power return, or +6.47%/yr, and is currently −0.92% below its real total-return high on Feb. 27, 2026.

Data ending Wed Jul. 1, 2026

Thu 1986-05-15💬 to Wed 2026-07-01 YTD
Return 		1 Year
Return
FEQIX × 		+6.42%
2026-07-01 		+15.42%
2026-07-01
Fidelity Equity-Income Fund Mutual Fund

Returns

Thu 1986-05-15💬 to Wed 2026-07-01 Overall
Return 		Exponential
Trendline
FEQIX × 		+1,138.74%
+6.47%/yr 		+5.86%/yr
(R2=0.916)
Fidelity Equity-Income Fund Mutual Fund

Growth of $10,000

Thu 1986-05-15💬 to Wed 2026-07-01 Start
Value 		End
Value
FEQIX × 		$10,000.00
1986-05-15 		$123,873.84
2026-07-01
Fidelity Equity-Income Fund Mutual Fund

Annual Returns

Year FEQIX
2026 (YTD) +6.42%
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 +17.18%
1995 +28.68%
1994 −2.20%
1993 +18.11%
1992 +10.36%
1991 +25.56%
1990 −18.90%
1989 +13.65%
1988 +17.23%
1987 −5.92%
1986 −2.22%

Drawdowns

Thu 1986-05-15💬 to Wed 2026-07-01 Current
Drawdown 		Worst
Drawdown
FEQIX × 		−0.92%
from 2026-02-27 peak 		−62.96%
2009-03-09
from 2007-07-13 peak
Fidelity Equity-Income Fund Mutual Fund

Rolling Returns

Period ending Wed 2026-07-01 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
FEQIX × 		+15.42% +29.94%
+13.99%/yr 		+46.48%
+13.57%/yr 		+36.74%
+6.46%/yr 		+124.78%
+8.44%/yr
Fidelity Equity-Income Fund Mutual Fund