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FMCSX: FIDELITY MID-CAP STOCK FUND FIDELITY MID-CAP STOCK FUND (MUTUAL FUND)
Basic Info 43.31 0.26(0.60%) July 02
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 06/01/1995 |
| Last Dividend Date: | 06/13/2025 |
| 12-Mo. Yield | 5.61% |
| Expenses | 0.75% |
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Performance Analytics (As of 07/02/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/01/1995 |
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(%) | 2.8 | 3.8 | 15.7 | 11.8 | 16.2 | 9.9 | 12.1 | 9.4 | 10.6 | 14.5 | 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 | 0.11 | 0.5 | 0.45 | 0.77 | 0.45 | NA | NA | 0.43 | 0.79 | 0.5 | -0.37 | 1.73 | 0.3 | 2.35 | -0.62 | 2.35 | 0.95 | -0.23 | -0.02 | 3.1 | 1.03 | -0.09 | 0.94 | 1.57 | -1.1 | 0.3 | 0.73 | 1.01 | 0.56 | 1.93 | -1.09 | -0.8 | 0.87 | 2.14 | 0.55 | 1.54 | 1.28 | 2.15 |
| Draw Down(%) | NA | 21.5 | 22.3 | 22.3 | 22.3 | 40.6 | NA | NA | 62.2 | 7.3 | 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 | 24.9 | 20.6 | 17.6 | 18.1 | 18.8 | NA | NA | 20.7 | 13.9 | 14.9 | 21.5 | 16.5 | 37.0 | 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 | 0.03 | 0.12 | 0.1 | 0.21 | 0.11 | NA | NA | 0.1 | 0.13 | 0.1 | -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 | -0.06 | -0.02 | -0.01 | 0.02 | 0.0 | NA | NA | 0.02 | 0.0 | -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 | 0.89 | 0.89 | 0.77 | 0.68 | 0.77 | NA | NA | 0.87 | 0.82 | 0.77 | 0.59 | 0.57 | 0.94 | 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 | 0.94 | 0.91 | 0.83 | 0.67 | 0.77 | NA | NA | 0.58 | 0.8 | 0.76 | 0.79 | 0.39 | 0.82 | 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 |
| Yield(%) | N/A | 1.6 | 5.6 | 5.5 | 9.7 | 8.3 | 11.7 | 9.1 | N/A | 9.4 | 2.8 | 4.8 | 14.7 | 7.0 | 7.8 | 14.7 | 7.9 | 8.8 | 12.3 | 2.6 | 4.0 | 4.5 | 5.3 | 0.4 | 0.3 | 1.1 | 8.3 | 5.0 | 2.8 | 0.3 | 0.5 | 0.3 | 0.6 | 12.0 | 14.6 | 7.7 | 12.3 | 9.5 | 5.1 |
| Dividend Growth(%) | N/A | -81.9 | -30.0 | -48.9 | -10.6 | 140.7 | 152.5 | N/A | N/A | 259.8 | -48.3 | -62.2 | 116.0 | 5.3 | -58.1 | 105.1 | -3.3 | -39.3 | 363.5 | -16.7 | 1.8 | -22.8 | 1531.6 | 72.7 | -82.3 | -87.1 | 79.9 | 109.4 | 814.3 | -22.2 | 50.0 | -62.5 | -93.8 | 0.0 | 103.1 | -28.1 | 38.0 | 108.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/1995
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See Mid-Cap Growth Asset Class Trend Rankings |
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