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FLCSX: FIDELITY LARGE CAP STOCK FUND FIDELITY LARGE CAP STOCK FUND (MUTUAL FUND)
Basic Info 54.65 1.05(1.96%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/07/1995 |
| Last Dividend Date: | 06/14/2024 |
| 12-Mo. Yield | 0.27% |
| Expenses | 0.76% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/07/1995 |
2024 | 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(%) | 3.5 | 0.3 | 10.3 | 12.6 | 16.7 | 10.2 | 11.9 | 10.1 | 8.8 | 21.2 | 21.3 | -9.6 | 22.2 | 6.6 | 31.6 | -9.2 | 18.2 | 16.7 | -3.1 | 10.2 | 39.3 | 20.7 | -1.6 | 18.5 | 50.4 | -47.4 | 13.1 | 13.0 | 7.5 | 6.4 | 25.2 | -23.2 | -17.8 | -14.4 | 30.4 | 36.7 | 24.7 | 15.3 | -0.1 |
| Sharpe Ratio | NA | -0.07 | 0.2 | 0.45 | 0.76 | 0.44 | NA | NA | 0.34 | 1.2 | 1.3 | -0.47 | 1.43 | 0.17 | 2.27 | -0.64 | 2.14 | 0.99 | -0.19 | 0.85 | 3.41 | 1.44 | -0.06 | 0.9 | 1.43 | -1.02 | 0.62 | 0.88 | 0.51 | 0.45 | 1.48 | -1.02 | -0.94 | -0.73 | 1.46 | 1.52 | 1.18 | 0.89 | -0.39 |
| Draw Down(%) | NA | 18.8 | 18.8 | 18.8 | 23.0 | 37.1 | NA | NA | 63.7 | 8.0 | 9.8 | 23.0 | 7.4 | 37.1 | 8.0 | 22.1 | 4.1 | 14.6 | 14.8 | 8.2 | 4.6 | 12.8 | 22.1 | 18.4 | 28.3 | 58.7 | 10.3 | 9.4 | 7.4 | 11.9 | 12.0 | 31.9 | 32.5 | 24.2 | 9.1 | 21.3 | 11.8 | 13.2 | 3.2 |
| Standard Deviation(%) | NA | 28.9 | 19.7 | 18.3 | 18.6 | 19.3 | NA | NA | 20.8 | 12.2 | 13.3 | 23.4 | 15.5 | 36.4 | 13.3 | 16.6 | 8.2 | 16.7 | 16.2 | 11.9 | 11.5 | 14.5 | 25.7 | 20.5 | 35.2 | 47.2 | 16.3 | 11.1 | 10.4 | 12.2 | 16.6 | 23.7 | 21.8 | 25.5 | 18.6 | 21.9 | 17.9 | 13.1 | 12.9 |
| Treynor Ratio | NA | -0.02 | 0.04 | 0.09 | 0.15 | 0.09 | NA | NA | 0.07 | 0.17 | 0.19 | -0.12 | 0.23 | 0.07 | 0.3 | -0.11 | 0.15 | 0.14 | -0.03 | 0.1 | 0.39 | 0.19 | -0.02 | 0.16 | 0.4 | -0.42 | 0.1 | 0.09 | 0.05 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.04 | -0.01 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | 0.0 | -0.01 | 0.04 | -0.01 | -0.04 | 0.0 | -0.02 | -0.02 | 0.01 | -0.02 | -0.01 | 0.02 | 0.01 | -0.01 | 0.0 | 0.05 | -0.04 | 0.02 | -0.01 | 0.01 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.0 | 0.97 | 0.94 | 0.94 | 0.98 | NA | NA | 1.06 | 0.88 | 0.92 | 0.9 | 0.95 | 0.97 | 1.01 | 0.95 | 1.14 | 1.21 | 1.03 | 1.0 | 1.02 | 1.11 | 1.08 | 1.12 | 1.27 | 1.14 | 1.01 | 1.06 | 0.99 | 1.08 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.93 | 0.91 | 0.85 | 0.9 | NA | NA | 0.69 | 0.85 | 0.85 | 0.91 | 0.67 | 0.86 | 0.9 | 0.95 | 0.86 | 0.92 | 0.97 | 0.93 | 0.97 | 0.98 | 0.99 | 0.98 | 0.97 | 0.97 | 0.97 | 0.95 | 0.95 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.9 | 1.9 | 3.9 | 5.9 | 5.8 | N/A | 0.3 | 1.3 | 1.1 | 2.2 | 1.9 | 6.7 | 11.0 | 3.9 | 4.1 | 4.6 | 6.3 | 5.6 | 1.2 | 1.0 | 0.9 | 0.7 | 0.8 | 2.8 | 0.7 | 0.7 | 1.0 | 0.6 | 0.3 | 0.2 | 3.7 | 2.8 | 15.6 | 9.1 | 2.1 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | -72.7 | -66.2 | -72.2 | 167.8 | N/A | N/A | N/A | -72.7 | 0.6 | -37.7 | 19.2 | -64.5 | -50.9 | 218.2 | 10.1 | -17.8 | -24.5 | 45.2 | 472.7 | 17.8 | 27.0 | 82.7 | -48.3 | -70.4 | 345.5 | 10.0 | -28.6 | 100.0 | 75.0 | 0.0 | -95.0 | 70.2 | -79.1 | 99.1 | 391.3 | 666.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/1995
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See LARGE BLEND Asset Class Trend Rankings |
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