VizMetrics Inc. - Better visibility. Better results.
Return to Recipe Summary Page

Fidelity Equity Dividend Income

for period ending March 31, 2019
 
This portfolio is provided by Fidelity Investments.
FEQTX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "FEQTX" at FolioInvesting.com or your favorite brokerage. See How to Invest (below) for more details on how buy this portfolio.
 
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – RebalanceTM process
 

How to Choose

Risk vs. return for FEQTX:   The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.

For more metrics (Total Return, Risk and Volatility, Correlation) scroll down on this page. The Summary Page compares all portfolios.
Maximum Drawdown vs. Annual Return
FEQTXPeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of FEQTX and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
 
Description   Fidelity Equity Dividend Income gives investors access to an income portfolio that uses equities. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.

Category   Tactical: Managed

Ingredients used   This portfolio invests in equities.

Peer Group   Tactical: Managed. See How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio is a mutual fund and its holdings are determined by the fund's manager, Fidelity Investments. The investment seeks reasonable income; capital appreciation is a secondary consideration. The fund normally invests at least 80% of assets in equity securities. It normally invests primarily in income-producing equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in large cap "value" stocks. You may consult www.fidelity.com for details on how this manager chooses particular assets for inclusion in this fund.

Cost
 

How to Invest

You can invest in this portfolio by buying the ticker symbol "FEQTX" at FolioInvesting.com or your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers. Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
 

How to Rebalance

You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.

Compare: Risk vs. Return

for period ending March 31, 2019
VizMetricsTM Score This is a 0 to 100 score that measures risk-adjusted return
 1 year3 year5 year7 year10 year
FEQTX7095100100100
Peer Group* average7889949597
60% Equity / 40% Bonds95100100100100
Global Equities (ACWI)661009598100
U.S. Equities (SPY)84100100100100
U.S. Bonds (BND)1008210098100
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Downside Deviation vs. Annual Return
FEQTXPeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of FEQTX and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
FEQTXPeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of FEQTX and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
M-squared
 1 year3 year5 year7 year10 year
FEQTX-4.8%-3.9%-3.1%-2.3%-3.4%
Peer Group* average-7.0%-4.2%-4.3%-3.9%-2.5%
60% Equity / 40% Bonds0.9%0.2%0.7%0.8%2.0%
Global Equities (ACWI)-6.6%-1.6%-4.2%-4.6%-5.2%
U.S. Equities (SPY)0.0%0.0%0.0%0.0%0.0%
U.S. Bonds (BND)4.0%-9.5%-2.9%-5.5%-1.6%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Alpha
 1 year3 year5 year7 year10 year
FEQTX-4.4%-3.2%-2.7%-1.8%-3.2%
Peer Group* average-3.5%-1.0%-1.5%-0.9%-0.1%
60% Equity / 40% Bonds0.6%0.3%0.5%0.7%1.4%
Global Equities (ACWI)-5.9%-0.9%-3.7%-3.9%-5.1%
U.S. Equities (SPY)0.0%0.0%0.0%0.0%0.0%
U.S. Bonds (BND)2.3%0.9%2.1%2.1%3.7%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Sharpe
 1 year3 year5 year7 year10 year
FEQTX0.220.790.650.920.95
Peer Group* average0.050.740.530.771.01
60% Equity / 40% Bonds0.551.140.961.181.34
Global Equities (ACWI)0.110.980.560.730.83
U.S. Equities (SPY)0.511.120.911.111.19
U.S. Bonds (BND)0.710.270.640.621.07
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Total Return

for period ending March 31, 2019
5-year graph FEQTXGlobal equities (ACWI)U.S. equities (SPY)U.S. bonds (BND)60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
 Year-to-dateMar 20191 year3 year5 year7 year10 year
FEQTX11.6%0.9%4.5%9.4%7.4%10.1%13.2%
Peer Group* average7.2%0.8%2.3%6.2%4.2%5.7%9.0%
60% Equity / 40% Bonds9.5%1.6%7.4%9.0%7.4%8.6%11.2%
Global Equities (ACWI)12.5%1.6%2.8%11.1%6.5%8.4%12.0%
U.S. Equities (SPY)13.5%1.8%9.4%13.4%10.8%12.7%15.8%
U.S. Bonds (BND)3.0%1.9%4.5%2.0%2.7%2.4%3.6%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: AllRank: AllRank: All
Historical Return
 20142015201620172018
FEQTX11.6%-2.5%15.9%14.1%-9.7%
Peer Group* average5.5%-1.8%6.5%12.0%-5.2%
60% Equity / 40% Bonds9.9%0.7%8.8%13.9%-2.8%
Global Equities (ACWI)2.4%-2.2%8.4%24.3%-9.1%
U.S. Equities (SPY)13.5%1.3%12.0%21.7%-4.6%
U.S. Bonds (BND)5.8%0.6%2.5%3.5%0.1%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Risk & Volatility

for period ending March 31, 2019
Maximum Drawdown
 1 year3 year5 year7 year10 year
FEQTX-13.0%-13.5%-13.5%-13.5%-22.3%
Peer Group* average-8.1%-9.3%-11.4%-11.3%-13.1%
60% Equity / 40% Bonds-8.1%-8.1%-8.1%-8.1%-9.1%
Global Equities (ACWI)-12.7%-14.0%-14.0%-14.0%-21.9%
U.S. Equities (SPY)-13.5%-13.5%-13.5%-13.5%-16.2%
U.S. Bonds (BND)-1.4%-3.7%-3.7%-4.0%-4.0%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Standard Deviation
 1 year3 year5 year7 year10 year
FEQTX15.3%11.4%11.5%11.4%15.4%
Peer Group* average9.2%7.2%7.5%7.4%9.7%
60% Equity / 40% Bonds10.4%7.1%7.4%7.2%8.7%
Global Equities (ACWI)14.4%10.9%11.6%12.1%16.2%
U.S. Equities (SPY)16.7%11.9%12.2%12.1%14.6%
U.S. Bonds (BND)3.3%3.1%3.1%3.1%3.0%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Downside Deviation
 1 year3 year5 year7 year10 year
FEQTX11.3%7.8%7.5%7.2%9.1%
Peer Group* average6.5%4.7%4.9%4.7%5.4%
60% Equity / 40% Bonds7.2%4.7%4.5%4.3%4.6%
Global Equities (ACWI)10.8%7.4%7.6%8.0%9.5%
U.S. Equities (SPY)12.3%8.0%7.6%7.4%8.3%
U.S. Bonds (BND)1.4%2.0%1.8%1.9%1.7%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Beta
 1 year3 year5 year7 year10 year
FEQTX0.930.940.930.931.04
Peer Group* average0.500.490.490.500.56
60% Equity / 40% Bonds0.630.610.610.610.61
Global Equities (ACWI)0.900.890.930.971.08
U.S. Equities (SPY)1.001.001.001.001.00
U.S. Bonds (BND)0.01-0.01-0.02-0.02-0.03
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Correlation

for period ending March 31, 2019
 1 year3 year5 year7 year10 year
to Global Stocks (ACWI)0.960.890.910.900.93
to S&P500 (SPY)0.970.950.970.960.97
to U.S. Bonds (BND)-0.05-0.13-0.10-0.09-0.15
to Commodities (DBC)0.450.370.350.380.51
to Gold (GLD)-0.44-0.17-0.18-0.080.01