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FMCSX: FIDELITY MID-CAP STOCK FUND FIDELITY MID-CAP STOCK FUND (MUTUAL FUND)
Basic Info 43.85 0.64(1.48%) March 27
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (77%) |
Start Date: | 06/01/1995 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.87% |
Expenses | 0.75% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/12/1995 |
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(%) | 1.3 | 8.2 | 23.0 | 8.4 | 12.7 | 9.2 | 14.3 | 9.4 | 10.5 | 11.0 | -6.4 | 28.6 | 11.4 | 25.4 | -6.6 | 18.7 | 14.8 | -3.2 | -0.2 | 39.0 | 14.9 | -2.5 | 23.6 | 50.4 | -46.0 | 8.3 | 14.8 | 16.1 | 9.1 | 33.3 | -27.7 | -12.8 | 32.6 | 40.2 | 15.1 | 27.1 | 18.1 | 15.2 |
Sharpe Ratio | NA | 2.74 | 1.42 | 0.32 | 0.51 | 0.44 | NA | NA | 0.44 | 0.46 | -0.36 | 1.73 | 0.3 | 2.36 | -0.61 | 2.36 | 0.95 | -0.23 | -0.02 | 3.1 | 1.03 | -0.09 | 0.94 | 1.57 | -1.1 | 0.31 | 0.74 | 1.02 | 0.56 | 1.94 | -1.09 | -0.8 | 0.87 | 2.15 | 0.56 | 1.55 | 1.29 | 2.16 |
Draw Down(%) | NA | 2.6 | 12.4 | 17.5 | 40.6 | 40.6 | NA | NA | 62.2 | 12.5 | 17.5 | 7.8 | 40.6 | 5.5 | 18.5 | 3.2 | 12.4 | 12.0 | 14.7 | 5.9 | 11.7 | 22.4 | 22.1 | 23.6 | 59.6 | 13.5 | 14.9 | 9.8 | 16.1 | 11.6 | 38.3 | 31.3 | 29.2 | 10.6 | 30.0 | 9.9 | 12.6 | 5.4 |
Standard Deviation(%) | NA | 11.3 | 13.4 | 17.3 | 22.0 | 18.0 | NA | NA | 20.7 | 14.9 | 21.5 | 16.5 | 36.8 | 10.2 | 12.9 | 7.7 | 15.3 | 13.9 | 13.9 | 12.6 | 14.6 | 26.9 | 25.1 | 32.1 | 42.7 | 17.4 | 15.5 | 13.7 | 14.4 | 16.8 | 26.5 | 19.3 | 32.7 | 17.2 | 21.0 | 15.2 | 11.2 | 11.0 |
Treynor Ratio | NA | 0.47 | 0.24 | 0.09 | 0.15 | 0.1 | NA | NA | 0.11 | 0.09 | -0.13 | 0.5 | 0.12 | 0.36 | -0.12 | 0.22 | 0.16 | -0.04 | 0.0 | 0.42 | 0.17 | -0.03 | 0.21 | 0.48 | -0.52 | 0.05 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.05 | 0.01 | 0.02 | 0.01 | 0.0 | NA | NA | 0.02 | -0.03 | 0.05 | 0.06 | -0.06 | 0.01 | -0.01 | 0.0 | 0.03 | -0.01 | -0.04 | 0.03 | 0.0 | 0.0 | -0.03 | 0.02 | -0.02 | -0.03 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.67 | 0.78 | 0.63 | 0.75 | 0.76 | NA | NA | 0.87 | 0.77 | 0.59 | 0.57 | 0.93 | 0.67 | 0.67 | 0.84 | 0.91 | 0.85 | 0.85 | 0.92 | 0.87 | 0.93 | 1.12 | 1.05 | 0.9 | 0.98 | 0.94 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.73 | 0.75 | 0.69 | 0.72 | 0.75 | NA | NA | 0.57 | 0.76 | 0.79 | 0.39 | 0.81 | 0.85 | 0.89 | 0.8 | 0.9 | 0.92 | 0.7 | 0.95 | 0.92 | 0.97 | 0.97 | 0.95 | 0.97 | 0.94 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/1995
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