All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 1994-10-18? to Fri 2025-08-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FEQIX × |
+6.12%
2025-08-01 |
10.66 TRR
2025-08-01 |
||||
Fidelity Equity-Income Fund Mutual Fund | ||||||
O × |
+7.40%
2025-08-01 |
22.18 TRR
2025-08-01 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Tue 1994-10-18? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FEQIX × |
+549.22%
+6.26%/yr |
+4.67%/yr
(R2=0.839) |
||||
Fidelity Equity-Income Fund Mutual Fund | ||||||
O × |
+2,117.56%
+10.59%/yr |
+11.28%/yr
(R2=0.953) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Tue 1994-10-18? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FEQIX × |
$10,000.00
1994-10-18 |
$64,922.32
2025-08-01 |
||||
Fidelity Equity-Income Fund Mutual Fund | ||||||
O × |
$10,000.00
1994-10-18 |
$221,756.17
2025-08-01 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Year | FEQIX | O |
---|---|---|
2025 (YTD) | +6.12% | +7.40% |
2024 | +12.11% | −4.86% |
2023 | +7.04% | −7.64% |
2022 | −10.86% | −12.99% |
2021 | +16.29% | +15.94% |
2020 | +5.34% | −12.66% |
2019 | +25.03% | +18.56% |
2018 | −10.17% | +13.78% |
2017 | +11.03% | +1.53% |
2016 | +15.05% | +13.43% |
2015 | −4.23% | +12.57% |
2014 | +8.23% | +33.31% |
2013 | +25.82% | −3.73% |
2012 | +15.26% | +18.26% |
2011 | −7.41% | +4.44% |
2010 | +13.45% | +37.25% |
2009 | +26.11% | +17.63% |
2008 | −41.67% | −8.32% |
2007 | −2.36% | −0.78% |
2006 | +17.20% | +32.72% |
2005 | +2.39% | −12.39% |
2004 | +7.85% | +29.58% |
2003 | +27.62% | +19.40% |
2002 | −19.08% | +24.52% |
2001 | −6.41% | +26.17% |
2000 | +5.29% | +28.38% |
1999 | +5.17% | −11.49% |
1998 | +10.95% | +3.91% |
1997 | +27.81% | +12.85% |
1996 | +17.18% | +11.01% |
1995 | +28.69% | +42.65% |
1994 | −2.23% | +9.84% |
1993 | +18.13% | — |
1992 | +10.38% | — |
1991 | +25.57% | — |
1990 | −18.91% | — |
1989 | +13.66% | — |
1988 | +17.22% | — |
1987 | −5.92% | — |
1986 | −2.22% | — |
Tue 1994-10-18? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FEQIX × | −2.40% |
−62.95%
2009-03-09 |
||||
Fidelity Equity-Income Fund Mutual Fund | ||||||
O × | −25.53% |
−48.25%
2020-03-18 |
||||
Realty Income Corporation NYSE Common Stock | ||||||