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FDCAX: FIDELITY CAPITAL APPRECIATION FUND FIDELITY CAPITAL APPRECIATION FUND (MUTUAL FUND)
Basic Info 44.01 0.59(1.36%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (92%) |
Start Date: | 01/20/1987 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 3.39% |
Expenses | 0.83% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/20/1987 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.9 | 10.9 | 35.3 | 7.7 | 15.6 | 13.1 | 15.4 | 10.2 | 11.3 | 28.8 | -21.2 | 23.9 | 33.9 | 30.1 | -5.2 | 24.0 | 3.2 | 1.9 | 10.9 | 36.1 | 22.5 | -2.7 | 18.3 | 36.4 | -40.5 | 6.9 | 13.8 | 5.8 | 11.3 | 51.7 | -21.3 | -7.6 | -17.8 | 46.2 | 16.9 | 26.6 | 15.0 | 18.8 | 2.5 | 33.4 | 16.4 | 10.0 | -15.7 | 26.9 | 37.6 | 5.4 |
Sharpe Ratio | NA | 2.3 | 2.28 | 0.29 | 0.62 | 0.63 | NA | NA | 0.48 | 1.74 | -0.87 | 1.54 | 0.96 | 2.2 | -0.34 | 2.58 | 0.2 | 0.11 | 0.71 | 2.75 | 1.67 | -0.11 | 0.86 | 1.16 | -1.02 | 0.21 | 0.75 | 0.29 | 0.71 | 2.67 | -0.79 | -0.36 | -0.8 | 2.53 | 0.59 | 1.54 | 1.12 | 2.13 | -0.06 | 4.76 | 1.6 | 0.58 | -1.81 | 2.52 | 2.88 | 0.06 |
Draw Down(%) | NA | 6.7 | 11.0 | 27.4 | 33.1 | 33.1 | NA | NA | 58.5 | 11.0 | 26.1 | 7.4 | 33.1 | 6.1 | 22.1 | 2.7 | 13.8 | 14.5 | 10.1 | 7.5 | 8.1 | 20.5 | 16.0 | 26.1 | 51.2 | 12.5 | 13.9 | 10.1 | 14.1 | 11.9 | 33.9 | 30.2 | 30.6 | 11.0 | 32.3 | 11.0 | 12.2 | 5.6 | 8.8 | 3.3 | 8.9 | 13.1 | 24.2 | 7.3 | 8.0 | 35.7 |
Standard Deviation(%) | NA | 14.9 | 13.8 | 19.0 | 22.5 | 19.2 | NA | NA | 19.4 | 14.3 | 26.0 | 15.5 | 34.9 | 13.1 | 19.4 | 9.1 | 15.2 | 16.6 | 15.4 | 13.1 | 13.6 | 25.3 | 21.1 | 31.4 | 40.6 | 18.6 | 14.0 | 12.7 | 14.4 | 19.1 | 28.4 | 28.0 | 27.4 | 17.0 | 22.8 | 14.9 | 10.2 | 7.0 | 7.7 | 6.5 | 8.7 | 10.6 | 11.6 | 8.4 | 11.4 | 28.3 |
Treynor Ratio | NA | 0.45 | 0.43 | 0.08 | 0.18 | 0.15 | NA | NA | 0.12 | 0.35 | -0.34 | 0.36 | 0.35 | 0.49 | -0.07 | 0.25 | 0.03 | 0.02 | 0.1 | 0.35 | 0.26 | -0.03 | 0.17 | 0.3 | -0.39 | 0.04 | 0.1 | 0.04 | 0.11 | 0.56 | -0.26 | -0.14 | -0.33 | 0.68 | 0.17 | 0.36 | 0.27 | 1.02 | -0.01 | 1.87 | 0.38 | 0.12 | -0.44 | 0.41 | 0.68 | 0.05 |
Alpha | NA | 0.04 | 0.02 | 0.02 | 0.02 | 0.0 | NA | NA | 0.02 | -0.01 | 0.03 | 0.05 | -0.06 | 0.01 | -0.02 | -0.02 | 0.02 | -0.02 | -0.01 | 0.0 | 0.02 | -0.01 | 0.02 | -0.02 | 0.0 | -0.01 | 0.05 | -0.02 | 0.02 | 0.08 | 0.05 | 0.08 | -0.02 | 0.11 | -0.03 | 0.04 | 0.02 | 0.04 | 0.0 | 0.11 | 0.05 | -0.05 | -0.08 | 0.02 | 0.1 | 0.08 |
Beta | NA | 0.76 | 0.74 | 0.68 | 0.78 | 0.8 | NA | NA | 0.77 | 0.71 | 0.68 | 0.66 | 0.95 | 0.59 | 0.91 | 0.93 | 0.96 | 1.0 | 1.07 | 1.03 | 0.87 | 0.94 | 1.04 | 1.21 | 1.05 | 1.04 | 1.01 | 0.97 | 0.91 | 0.91 | 0.85 | 0.73 | 0.67 | 0.63 | 0.81 | 0.64 | 0.42 | 0.15 | 0.35 | 0.17 | 0.37 | 0.51 | 0.48 | 0.52 | 0.48 | 0.3 |
RSquared | NA | 0.93 | 0.9 | 0.9 | 0.9 | 0.88 | NA | NA | 0.74 | 0.88 | 0.92 | 0.83 | 0.94 | 0.68 | 0.96 | 0.78 | 0.88 | 0.95 | 0.89 | 0.9 | 0.88 | 0.96 | 0.9 | 0.9 | 0.93 | 0.85 | 0.88 | 0.81 | 0.84 | 0.84 | 0.9 | 0.84 | 0.71 | 0.61 | 0.74 | 0.74 | 0.34 | 0.05 | 0.24 | 0.06 | 0.22 | 0.57 | 0.62 | 0.67 | 0.44 | 0.18 |
Yield(%) | N/A | 0.0 | 3.9 | 8.4 | 11.3 | 10.9 | 18.1 | 9.6 | N/A | 4.2 | 6.7 | 17.9 | 10.2 | 15.4 | 11.1 | 12.5 | 5.6 | 11.9 | 11.6 | 12.1 | 3.1 | 0.2 | 0.1 | 0.1 | 0.7 | 8.6 | 5.7 | 9.6 | 5.0 | 0.2 | 0.0 | 0.0 | 7.7 | 9.4 | 2.8 | 16.8 | 9.8 | 9.1 | 11.9 | 8.6 | 6.3 | 20.0 | 1.1 | 10.3 | 1.2 | 7.8 |
Dividend Growth(%) | N/A | -100.0 | -55.6 | -2.7 | 8.8 | 212.7 | 110.1 | N/A | N/A | -55.6 | -59.9 | 111.4 | -23.4 | 16.0 | -1.7 | 125.3 | -58.4 | 2.9 | 14.3 | 378.9 | 1800.0 | 100.0 | 0.0 | -88.9 | -92.3 | 61.4 | -41.1 | 101.6 | 3966.7 | N/A | N/A | -100.0 | 10.7 | 274.5 | -81.2 | 76.5 | 18.6 | -30.7 | 74.1 | 48.7 | -71.6 | 1427.8 | -87.7 | 1023.1 | -84.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/1987
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