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Fidelity Magellan: (MF: FMAGX)
(NA) As of Jan 17, 2025 08:00 PM ET
$15.31 USD
+0.15 (0.99%)
Zacks MF Rank 1-Strong Buy 1
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Dec 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 28.09 | 17 |
| 3 months | 1.10 | 54 |
| 6 months | 4.41 | 84 |
| 1 Year | 28.09 | 17 |
| 3 Year | 6.91 | 36 |
| 5 Year | 14.77 | 20 |
| 10 Year | 13.07 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 102.56 |
| Bear Market (10/07 - 2/09) | -58.26 |
| Bull Market (2/09 - 10/17) | 952.65 |
Load Adjusted Returns as of Dec 31, 2024
| 1 Year | 28.09 |
| 5 Year | 14.76 |
| 10 Year | 13.08 |
| Since Inception | 15.75 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.08 | 5.68 | 3.27 | 1.10 |
| 2023 | 8.51 | 9.32 | -2.56 | 13.27 |
| 2022 | -11.45 | -17.00 | -5.70 | 5.13 |
| 2021 | 0.46 | 10.93 | 2.16 | 11.49 |
| 2020 | -13.62 | 23.95 | 11.17 | 7.82 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 28.09 | 30.93 | -27.14 | 26.95 | 28.33 | 31.23 | -5.56 | 26.51 | 5.24 | 4.05 |
| % Total Return Rel to Index | 3.07 | 4.69 | -8.93 | -1.73 | 9.93 | -0.25 | -1.17 | 4.71 | -6.69 | 2.66 |
| % Total Return Rel to Peer | 8.69 | 7.93 | -7.44 | 4.89 | 8.42 | 2.80 | 1.29 | 5.83 | -2.57 | 5.65 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.03 | 0.05 | 0.02 | 0.00 | 0.00 | 0.04 | 0.06 | 0.08 | 0.05 | 0.05 |
| % Yield | 0.20 | 0.33 | 0.25 | 0.00 | 0.00 | 0.40 | 0.60 | 0.69 | 0.56 | 0.54 |
| Capital Gains ($) | 0.88 | 1.39 | 0.51 | 1.07 | 0.03 | 1.48 | 0.91 | 0.92 | 0.21 | 0.64 |
| Expense Ratio | 0.57 | 0.52 | 0.68 | 0.78 | 0.76 | 0.66 | 0.69 | 0.67 | 0.83 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%