Fidelity Equity Income Fund Technical Analysis
| FEQIX Fund | USD 86.73 0.72 0.84% |
As of the 17th of March 2026, shares of FIDELITY EQUITY-INCOME change hands at 86.73 per share. Momentum and volatility readings indicate Coefficient Of Variation of 678.65, mean deviation of 0.4599, and Downside Deviation of 0.6598. The system measures statistical relationships between price fluctuations and trading activity. Indicator values are assessed relative to historical performance bands.
FIDELITY EQUITY-INCOME Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as FIDELITY, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to FIDELITYFIDELITY |
What if' Analysis
Running a what-if backtest on Fidelity Equity Income Fund gives investors a practical way to test how changes in horizon, position size, or market timing might have affected the result. The real value is perspective: it shows whether the thesis would have remained investable across different historical windows or depended too heavily on one favorable stretch.
| 12/17/2025 |
| 03/17/2026 |
An initial 0.00 allocation to FIDELITY EQUITY-INCOME on December 17, 2025 held through today would produce 0.00 in overall gains. That corresponds to a 0.0% total return in FIDELITY EQUITY-INCOME for the period over 90 days. FIDELITY EQUITY-INCOME is related to or competes with T ROWE, CLEARBRIDGE DIVIDEND, VANGUARD TAX-MANAGED, TIAA-CREF LARGE-CAP, VANGUARD STRATEGIC, T ROWE, and BlackRock Alternative. This provides context for relative positioning. The fund normally invests at least 80 percent of assets in equity securities More
FIDELITY EQUITY-INCOME Momentum Range Indicators Summary
These indicators describe how FIDELITY EQUITY-INCOME momentum evolves across recent price ranges. This view helps summarize momentum conditions without implying direction.
| Downside Deviation | 0.6598 | |||
| Information Ratio | 0.1748 | |||
| Maximum Drawdown | 2.92 | |||
| Value At Risk | -1.08 | |||
| Potential Upside | 0.8371 |
Market Risk Indicators for FIDELITY EQUITY-INCOME Overview
Market risk indicators summarize volatility and return dispersion for FIDELITY EQUITY-INCOME. The signals are informational and describe volatility patterns.| Risk Adjusted Performance | 0.1147 | |||
| Jensen Alpha | 0.096 | |||
| Total Risk Alpha | 0.0988 | |||
| Sortino Ratio | 0.1597 | |||
| Treynor Ratio | 0.1215 |
The mean reversion principle applied to FIDELITY EQUITY-INCOME's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1147 | |||
| Market Risk Adjusted Performance | 0.1315 | |||
| Mean Deviation | 0.4599 | |||
| Semi Deviation | 0.5071 | |||
| Downside Deviation | 0.6598 | |||
| Coefficient Of Variation | 678.65 | |||
| Standard Deviation | 0.6029 | |||
| Variance | 0.3634 | |||
| Information Ratio | 0.1748 | |||
| Jensen Alpha | 0.096 | |||
| Total Risk Alpha | 0.0988 | |||
| Sortino Ratio | 0.1597 | |||
| Treynor Ratio | 0.1215 | |||
| Maximum Drawdown | 2.92 | |||
| Value At Risk | -1.08 | |||
| Potential Upside | 0.8371 | |||
| Downside Variance | 0.4354 | |||
| Semi Variance | 0.2571 | |||
| Expected Short fall | -0.46 | |||
| Skewness | -0.25 | |||
| Kurtosis | 0.3159 |
Fidelity Equity Income Backtested Returns
FIDELITY EQUITY-INCOME presents a very low volatility profile within the defined horizon. It shows an Efficiency (Sharpe) Ratio of 0.14, quantifying return efficiency across 3 months. Signal processing identified twenty-seven dispersion-based indicators. Please review metrics such as Coefficient Of Variation of 678.65, mean deviation of 0.4599, and Downside Deviation of 0.6598 to review dispersion measures. The fund secures a Beta (Market Risk) of 0.65, which means possible diversification benefits within a given portfolio. FIDELITY EQUITY-INCOME moves in the same direction as the market but with less intensity, offering a degree of cushion during selloffs.
Auto-correlation | -0.18 |
Insignificant reverse predictability
Fidelity Equity Income Fund shows insignificant reverse predictability when comparing price series from 17th of December 2025 to 31st of January 2026 against from 31st of January 2026 to 17th of March 2026. A strong serial relationship would imply that FIDELITY EQUITY-INCOME's recent trajectory contains information about its near-term direction. With a serial correlation of -0.18, over 18.0% of FIDELITY EQUITY-INCOME's price variation is attributable to patterns in preceding intervals. Given that Fidelity Equity Income Fund has negative autocorrelation for the selected time horizon, market participants may evaluate potential contrarian price behavior over comparable future intervals.
| Correlation Coefficient | -0.18 | |
| Spearman Rank Test | -0.28 | |
| Residual Average | 0.0 | |
| Price Variance | 1.68 |
Technical analysis for FIDELITY EQUITY-INCOME evaluates price and volume patterns over time. Typical tools include moving averages, relative strength index, regressions, and price correlations.
Technical Analysis
This analysis covers twenty-seven data points across the selected time horizon. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Fidelity Equity Income volatility. High ATR values indicate high volatility, and low values indicate low volatility.
Technical Analysis Methodology & Indicators
Technical analysis of FIDELITY EQUITY-INCOME focuses on NAV trend behavior and volatility patterns where pricing frequency permits. Volatility compression can precede expansion in dispersion regimes.
Inputs for Fidelity Equity Income Fund come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag.
This content is curated and reviewed by:
Michael Smolkin - Member of Macroaxis Board of DirectorsFIDELITY EQUITY-INCOME Technical Indicators
Technical analysis of Fidelity Equity Income Fund is useful because it helps investors judge whether the current trend still looks durable or is beginning to weaken. A disciplined technical workflow helps investors separate stronger setups from noisier price action.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1147 | |||
| Market Risk Adjusted Performance | 0.1315 | |||
| Mean Deviation | 0.4599 | |||
| Semi Deviation | 0.5071 | |||
| Downside Deviation | 0.6598 | |||
| Coefficient Of Variation | 678.65 | |||
| Standard Deviation | 0.6029 | |||
| Variance | 0.3634 | |||
| Information Ratio | 0.1748 | |||
| Jensen Alpha | 0.096 | |||
| Total Risk Alpha | 0.0988 | |||
| Sortino Ratio | 0.1597 | |||
| Treynor Ratio | 0.1215 | |||
| Maximum Drawdown | 2.92 | |||
| Value At Risk | -1.08 | |||
| Potential Upside | 0.8371 | |||
| Downside Variance | 0.4354 | |||
| Semi Variance | 0.2571 | |||
| Expected Short fall | -0.46 | |||
| Skewness | -0.25 | |||
| Kurtosis | 0.3159 |
Fidelity Equity Income One Year Return
With One Year Return at 22.3595%, FIDELITY EQUITY-INCOME sits way above the Fidelity Investments family average and 7.95% above the Large Value category average. FIDELITY EQUITY-INCOME's one year return is notably higher than the all United States funds average.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.March 17, 2026 Daily Trend Indicators
Technical analysis of Fidelity Equity Income Fund is useful because it helps investors judge whether the current trend still looks durable or is beginning to weaken. A disciplined technical workflow helps investors separate stronger setups from noisier price action.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.01 | ||
| Day Median Price | 86.73 | ||
| Day Typical Price | 86.73 | ||
| Price Action Indicator | 0.36 |