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FKMCX: FIDELITY MID-CAP STOCK FUND CLASS K (MUTUAL FUND)
Basic Info 42.04 0.43(1.03%) May 02
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (68%) |
Start Date: | 05/22/2008 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.31% |
Expenses | 0.85% |
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Performance Analytics (As of 05/01/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/22/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 3.6 | 15.4 | 5.1 | 11.1 | 9.7 | 13.9 | 9.1 | 11.1 | -6.3 | 28.7 | 11.6 | 25.5 | -6.5 | 18.8 | 15.0 | -3.1 | 7.2 | 39.2 | 15.2 | -2.3 | 23.9 | 50.2 | -46.4 |
Sharpe Ratio | NA | 0.69 | 0.94 | 0.16 | 0.43 | 0.49 | NA | 0.39 | 0.46 | -0.36 | 1.74 | 0.31 | 2.37 | -0.61 | 2.38 | 0.96 | -0.22 | 0.58 | 3.11 | 1.05 | -0.09 | 0.95 | 1.56 | -1.27 |
Draw Down(%) | NA | 6.7 | 12.4 | 17.5 | 40.6 | 40.6 | NA | 59.9 | 12.4 | 17.5 | 7.8 | 40.6 | 5.5 | 18.5 | 3.2 | 12.4 | 12.0 | 10.6 | 6.0 | 11.7 | 22.4 | 22.1 | 23.6 | 59.9 |
Standard Deviation(%) | NA | 11.8 | 13.5 | 17.2 | 22.0 | 17.9 | NA | 21.9 | 14.9 | 21.5 | 16.5 | 36.7 | 10.2 | 12.9 | 7.7 | 15.3 | 13.9 | 12.4 | 12.6 | 14.6 | 26.9 | 25.1 | 32.1 | 50.8 |
Treynor Ratio | NA | 0.11 | 0.16 | 0.04 | 0.13 | 0.12 | NA | 0.1 | 0.09 | -0.13 | 0.51 | 0.12 | 0.36 | -0.12 | 0.22 | 0.16 | -0.04 | 0.08 | 0.42 | 0.18 | -0.03 | 0.21 | 0.48 | -0.73 |
Alpha | NA | 0.01 | -0.01 | 0.02 | 0.01 | 0.01 | NA | 0.01 | -0.03 | 0.05 | 0.06 | -0.06 | 0.01 | -0.01 | 0.0 | 0.03 | -0.01 | -0.02 | 0.03 | 0.01 | 0.0 | -0.03 | 0.02 | -0.05 |
Beta | NA | 0.71 | 0.8 | 0.63 | 0.75 | 0.76 | NA | 0.86 | 0.77 | 0.59 | 0.57 | 0.93 | 0.67 | 0.67 | 0.84 | 0.92 | 0.85 | 0.87 | 0.93 | 0.87 | 0.94 | 1.12 | 1.05 | 0.89 |
RSquared | NA | 0.76 | 0.76 | 0.7 | 0.72 | 0.76 | NA | 0.86 | 0.76 | 0.79 | 0.39 | 0.81 | 0.85 | 0.89 | 0.8 | 0.9 | 0.92 | 0.93 | 0.95 | 0.92 | 0.97 | 0.97 | 0.95 | 0.98 |
Yield(%) | N/A | 0.0 | 2.9 | 6.4 | 7.7 | 8.3 | 14.4 | N/A | 2.9 | 4.9 | 14.8 | 7.1 | 7.9 | 14.9 | 8.0 | 8.9 | 12.4 | 9.9 | 4.2 | 4.7 | 5.4 | 0.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -46.8 | -19.6 | -32.5 | N/A | N/A | N/A | -46.8 | -62.2 | 113.8 | 5.4 | -57.8 | 103.9 | -3.1 | -39.2 | 22.1 | 211.2 | 0.0 | -21.4 | 893.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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