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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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