Ratings & Risk for Fidelity Leveraged Company Stock (FLVCX)

Morningstar Category: Mid-Cap Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average High
    		138
    5-Year Above Average High
    		112
    10-Year — — — 78
    Overall Above Average High
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 34.11 -0.12 -0.11
    5-Year 27.84 0.62 0.16
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 79.52 1.52 9.35
    3-Year 76.23 1.52 7.94
    5-Year 74.42 1.51 6.46
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009