Find A Portfolio/Ticker
Comparison Box
FDSCX: FIDELITY STOCK SELECTOR SMALL CAP FUND FIDELITY STOCK SELECTOR SMALL CAP FUND (MUTUAL FUND)
Basic Info 36.42 0.69(1.93%) March 27
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (70%) |
Start Date: | 12/14/1995 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 0.22% |
Expenses | 1.46% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/15/1995 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 9.1 | 28.3 | 6.4 | 13.0 | 9.7 | 14.6 | 8.9 | 8.6 | 19.5 | -18.3 | 24.8 | 21.8 | 30.4 | -8.9 | 11.7 | 15.3 | -0.1 | 3.5 | 36.8 | 12.1 | -2.6 | 33.7 | 32.3 | -47.0 | 7.3 | 14.5 | 11.0 | 15.1 | 34.9 | -20.3 | 6.3 | 5.9 | 14.1 | -7.4 | 27.3 | 13.6 | -2.3 |
Sharpe Ratio | NA | 1.79 | 1.33 | 0.1 | 0.45 | 0.39 | NA | NA | 0.32 | 0.82 | -0.71 | 1.16 | 0.56 | 1.99 | -0.57 | 1.03 | 0.92 | -0.01 | 0.23 | 2.67 | 0.75 | -0.08 | 1.39 | 0.87 | -1.11 | 0.25 | 0.72 | 0.68 | 1.1 | 2.54 | -1.15 | 0.21 | 0.06 | 0.82 | -0.5 | 1.91 | 0.76 | -2.37 |
Draw Down(%) | NA | 3.7 | 15.1 | 30.6 | 38.4 | 38.4 | NA | NA | 65.5 | 15.1 | 27.3 | 11.0 | 38.4 | 7.8 | 26.2 | 5.7 | 14.3 | 14.0 | 13.7 | 5.5 | 13.1 | 28.9 | 19.0 | 30.3 | 58.4 | 13.4 | 17.1 | 10.2 | 12.7 | 11.1 | 27.1 | 16.9 | 18.8 | 11.9 | 41.3 | 8.4 | 16.4 | 4.3 |
Standard Deviation(%) | NA | 17.3 | 17.5 | 22.3 | 25.5 | 21.1 | NA | NA | 21.7 | 18.7 | 27.9 | 21.3 | 38.1 | 14.6 | 18.1 | 10.9 | 16.5 | 15.7 | 15.4 | 13.8 | 16.3 | 31.4 | 24.3 | 36.8 | 42.9 | 17.6 | 15.7 | 12.9 | 12.9 | 13.4 | 18.7 | 19.2 | 29.2 | 13.2 | 21.5 | 12.4 | 13.3 | 20.2 |
Treynor Ratio | NA | 0.31 | 0.23 | 0.02 | 0.12 | 0.08 | NA | NA | 0.08 | 0.16 | -0.19 | 0.22 | 0.23 | 0.3 | -0.1 | 0.11 | 0.16 | 0.0 | 0.03 | 0.37 | 0.12 | -0.03 | 0.33 | 0.32 | -0.51 | 0.05 | 0.12 | 0.1 | 0.18 | 0.48 | -0.31 | 0.06 | 0.02 | 0.19 | -0.12 | 0.31 | 0.13 | -0.74 |
Alpha | NA | 0.05 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.01 | -0.02 | 0.0 | -0.02 | 0.0 | 0.02 | -0.01 | -0.08 | 0.02 | 0.0 | 0.02 | 0.0 | 0.01 | -0.03 | 0.01 | 0.03 | 0.02 | 0.01 | 0.04 | 0.02 | -0.09 |
Beta | NA | 1.0 | 1.0 | 1.02 | 0.98 | 0.99 | NA | NA | 0.93 | 0.99 | 1.02 | 1.11 | 0.93 | 0.98 | 1.05 | 1.04 | 0.96 | 1.0 | 1.04 | 1.0 | 0.99 | 0.99 | 1.01 | 1.01 | 0.94 | 0.89 | 0.97 | 0.85 | 0.77 | 0.71 | 0.69 | 0.72 | 0.93 | 0.59 | 0.9 | 0.77 | 0.8 | 0.64 |
RSquared | NA | 0.93 | 0.95 | 0.97 | 0.97 | 0.97 | NA | NA | 0.92 | 0.96 | 0.98 | 0.96 | 0.98 | 0.97 | 0.97 | 0.95 | 0.96 | 0.97 | 0.93 | 0.97 | 0.98 | 0.99 | 0.99 | 0.96 | 0.96 | 0.88 | 0.88 | 0.92 | 0.91 | 0.87 | 0.86 | 0.76 | 0.91 | 0.53 | 0.83 | 0.8 | 0.59 | 0.47 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/1995
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) 1.76% (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) 1.92% (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) 1.95% (98%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) 1.22% (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) 2.03% (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) 1.77% (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) 1.73% (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) 1.76% (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) 2.18% (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) 1.32% (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) 2.18% (99%)
- JKJ (iShares Morningstar Small-Cap ETF) (99%)
- IWC (iShares Micro-Cap ETF) 2.25% (98%)
- EES (WisdomTree U.S. SmallCap Earnings Fund) 2.14% (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) 1.84% (98%)
- FYX (First Trust Small Cap Core AlphaDEX® Fund) 2.37% (97%)
- IJR (iShares Core S&P Small-Cap ETF) 2.40% (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) 2.36% (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) 2.90% (96%)
- VB (Vanguard Small-Cap Index Fund ETF Shares) 1.73% (96%)