Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Fidelity Five Year Return Assessment
According to company disclosure Fidelity LowPriced Stock has Five Year Return of 2.99%. This is 214.74% higher than that of Fidelity Investments family, and 506.08% higher than that of Mid-Cap Blend category, The Five Year Return for all funds is 611.9% lower than the firm.
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Fidelity is rated # 2 fund in five year return among similar funds.
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