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Fidelity Capital Appreciation K (FCAKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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45.80-0.01 (-0.02%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.93%
5-Year Average Return17.05%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (May 21, 2024)36.79%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return36.79%
Worst 3-Yr Total Return5.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFCAKXCategory
YTD8.93%12.38%
1-Month-4.57%5.09%
3-Month5.85%10.28%
1-Year30.28%41.70%
3-Year7.66%22.56%
5-Year15.21%21.98%
10-Year12.87%15.99%
Last Bull Market32.75%25.99%
Last Bear Market-16.89%-17.29%

Annual Total Return (%) History

Year
FCAKXCategory
2024
N/AN/A
2023
28.90%N/A
2022
-21.11%N/A
2021
24.34%N/A
2020
33.90%35.86%
2019
30.14%31.90%
2018
-4.84%-2.09%
2017
24.06%27.67%
2016
3.29%3.23%
2015
1.76%3.60%
2014
10.98%10.00%
2013
36.11%33.92%
2012
22.65%15.34%
2011
-2.49%-2.46%
2010
18.47%15.53%
2009
36.79%35.68%
2008
N/A-40.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.15%N/AN/AN/A
20237.69%9.31%-2.87%12.73%
2022-5.76%-16.89%-4.90%5.91%
20214.75%8.71%-0.57%9.80%
2020-16.65%27.36%11.49%13.13%
201913.59%5.21%-0.68%9.64%
20182.50%5.26%5.68%-16.54%
20177.25%2.23%6.87%5.88%
2016-2.25%-2.37%6.56%1.57%
20154.19%1.20%-9.81%7.01%
20140.83%3.34%2.94%3.47%
201310.40%2.19%8.68%11.01%
201217.41%-1.80%4.82%1.48%
20114.85%0.64%-15.02%8.74%
20108.67%-10.68%9.94%11.02%
2009-7.89%16.24%19.98%6.49%
2008-17.76%-19.95%N/AN/A

Rank In Category (By Total Return)

YTD21
1-Month46
3-Month15
1-Year52
3-Year18
5-Year19

Load Adjusted Returns

1-Year30.28%
3-Year7.66%
5-Year15.21%
10-Year12.87%