Total Returns for Fidelity Leveraged Company Stock (FLVCX)

  • Growth of $10,000

    From 12/31/2000 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    42.98% 17.41 25.93 9

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -54.53% 17.90% 17.57% 17.47% 24.46%
    +/- Category -15.35 13.05 3.54 8.22 8.16
    +/- Index -17.53 12.41 1.78 12.56 13.58
    Rank in Category 98 5 20 5 6
    # of Funds in Category 512 494 464 459 426
    2003 2002 2001 2000 1999
    Total Returns Per Year 96.31% -1.77% 3.23%
    +/- Category 60.03 14.78 6.35
    +/- Index 67.63 20.33 15.12
    Rank in Category 1 2 25
    # of Funds in Category 421 367 329 277 294
    Data as of 10/31/2009
  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day -0.34% -0.58% 406
    1-Week 0.78% 39 2.45% 406
    1-Month 0.05% 71 -4.26% 406
    3-Month 2.94% 56 0.13% 403
    Year-to-date 44.58% 10 25.93% 387
    1-Year 20.31% 21 12.25% 386
    3-Year Annualized -6.58% 58 -0.14% 312
    5-Year Annualized 3.17% 16 3.10% 252
    10-Year Annualized 78
    Since Inception 11.58%
    Inception Date 12/19/2000
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/04/2009
  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 5.66% -7.52%
    3-Month 25.45% 5.61%
    Year-to-date 52.29% 42.98%
    1-Year -4.47% 22.05%
    3-Year Annualized -4.01% -7.15%
    5-Year Annualized 5.47% 3.44%
    10-Year Annualized
    Since Inception 12.50% 11.58%
    Inception Date 12/19/2000
    Data as of 10/31/2009
  • Tax Analysis

    Potential Capital Gains Exposure -39.73%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 42.98% 22.05% -7.15% 3.44% 11.58%
    On Distribution* 42.79% 21.58% -7.76% 2.75% 10.82%
    Rank in Category 7 19 50 10
    On Distribution & Sales of Shares* 27.94% 14.27% -6.08% 2.86% 10.07%
    Rank in Category 7 20 54 13
    Tax Cost Ratio 0.66% 0.67%
    Data as of 10/31/2009
    * After Tax