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FSCRX: FIDELITY SMALL CAP DISCOVERY FUND FIDELITY SMALL CAP DISCOVERY FUND (MUTUAL FUND)
Basic Info 21.41 0.11(0.52%) April 17
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 01/10/2001 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 0.20% |
| Expenses | 1.07% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/10/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | -11.3 | -19.2 | -8.5 | 6.6 | 2.1 | 6.6 | 7.3 | 7.8 | -9.0 | 16.0 | -25.0 | 27.5 | 4.4 | 27.3 | -13.9 | 7.9 | 20.3 | -6.2 | 7.0 | 38.2 | 24.0 | 0.4 | 32.4 | 50.7 | -27.6 | -2.7 | 9.4 | 9.4 | 15.7 | 34.5 | -22.8 | 32.2 |
| Sharpe Ratio | NA | -1.35 | -1.1 | -0.56 | 0.17 | 0.02 | NA | NA | 0.29 | -0.78 | 0.62 | -0.98 | 1.56 | 0.09 | 1.87 | -1.01 | 0.63 | 1.07 | -0.37 | 0.51 | 2.8 | 1.4 | 0.01 | 1.42 | 1.5 | -0.69 | -0.3 | 0.43 | 0.56 | 1.13 | 2.52 | -1.28 | 1.77 |
| Draw Down(%) | NA | 21.4 | 27.7 | 29.5 | 36.0 | 47.1 | NA | NA | 56.3 | 16.4 | 16.1 | 31.3 | 9.5 | 47.1 | 9.7 | 22.1 | 6.6 | 11.8 | 13.6 | 12.7 | 5.9 | 11.9 | 28.4 | 19.1 | 33.1 | 48.7 | 20.2 | 14.1 | 9.9 | 12.7 | 11.1 | 29.1 | 13.7 |
| Standard Deviation(%) | NA | 27.1 | 23.3 | 22.9 | 23.1 | 22.5 | NA | NA | 22.2 | 20.1 | 19.1 | 26.9 | 17.6 | 43.8 | 13.8 | 15.1 | 11.6 | 18.7 | 16.8 | 13.7 | 13.6 | 17.3 | 31.9 | 22.8 | 33.8 | 41.1 | 19.0 | 14.4 | 13.1 | 13.0 | 13.4 | 18.6 | 17.9 |
| Treynor Ratio | NA | -0.42 | -0.27 | -0.13 | 0.04 | 0.0 | NA | NA | 0.07 | -0.16 | 0.12 | -0.29 | 0.32 | 0.04 | 0.29 | -0.18 | 0.07 | 0.19 | -0.06 | 0.08 | 0.39 | 0.23 | 0.0 | 0.34 | 0.55 | -0.31 | -0.06 | 0.07 | 0.08 | 0.19 | 0.48 | -0.35 | 0.46 |
| Alpha | NA | 0.01 | -0.08 | -0.04 | -0.02 | -0.02 | NA | NA | 0.0 | -0.09 | -0.01 | -0.04 | 0.04 | -0.05 | 0.01 | -0.03 | -0.03 | 0.0 | -0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.02 | 0.05 | 0.03 | -0.01 | -0.02 | 0.01 | 0.0 | 0.01 | -0.04 | 0.1 |
| Beta | NA | 0.88 | 0.94 | 0.95 | 0.96 | 0.98 | NA | NA | 0.92 | 1.01 | 0.98 | 0.91 | 0.85 | 1.05 | 0.9 | 0.84 | 1.05 | 1.07 | 1.05 | 0.9 | 0.97 | 1.03 | 1.0 | 0.94 | 0.92 | 0.9 | 0.96 | 0.89 | 0.86 | 0.77 | 0.71 | 0.68 | 0.68 |
| RSquared | NA | 0.97 | 0.8 | 0.85 | 0.86 | 0.89 | NA | NA | 0.9 | 0.74 | 0.91 | 0.87 | 0.81 | 0.95 | 0.91 | 0.9 | 0.85 | 0.92 | 0.92 | 0.87 | 0.94 | 0.93 | 0.98 | 0.96 | 0.95 | 0.95 | 0.87 | 0.89 | 0.92 | 0.9 | 0.87 | 0.84 | 0.73 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.2 | 0.3 | 5.0 | 8.0 | 8.6 | N/A | 0.2 | 0.1 | 0.1 | 0.1 | 0.4 | 8.8 | 23.3 | 13.0 | 0.5 | 6.6 | 10.5 | 7.4 | 3.5 | 2.5 | 0.6 | 0.5 | 0.6 | 7.4 | 10.8 | 6.2 | 0.6 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 93.1 | -93.0 | -98.3 | 45.0 | N/A | N/A | N/A | 93.1 | -34.1 | 57.1 | -70.8 | -94.4 | -75.4 | 68.6 | 2911.6 | -93.0 | -39.7 | 77.1 | 157.1 | 39.6 | 413.0 | 100.0 | -41.2 | -92.8 | -34.1 | 83.4 | 1048.2 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/10/2001
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