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FSLCX: FIDELITY SMALL CAP STOCK FUND FIDELITY SMALL CAP STOCK FUND (MUTUAL FUND)
Basic Info 17.91 0.44(2.52%) May 02
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 03/12/1998 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 0.05% |
| Expenses | 0.67% |
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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 03/12/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.8 | -3.1 | 5.0 | 2.7 | 5.8 | 3.4 | 5.4 | 6.0 | 6.9 | 7.4 | 19.7 | -28.1 | -2.8 | 13.8 | 29.5 | -11.7 | 13.8 | 12.9 | 2.5 | 7.4 | 29.9 | 13.0 | -15.6 | 23.0 | 62.7 | -42.9 | 7.7 | 12.4 | 8.3 | 14.6 | 45.0 | -17.5 | 6.4 | 11.8 | 42.6 | -10.7 |
| Sharpe Ratio | NA | -0.44 | -0.06 | -0.07 | 0.13 | 0.08 | NA | NA | 0.24 | 0.04 | 0.81 | -1.04 | -0.12 | 0.34 | 2.17 | -0.83 | 1.34 | 0.79 | 0.17 | 0.56 | 2.31 | 0.81 | -0.46 | 0.89 | 1.66 | -1.04 | 0.31 | 0.6 | 0.49 | 0.97 | 3.02 | -0.94 | 0.21 | 0.33 | 2.95 | -0.75 |
| Draw Down(%) | NA | 20.0 | 23.3 | 23.3 | 44.0 | 45.4 | NA | NA | 61.2 | 10.1 | 15.9 | 32.7 | 22.8 | 45.4 | 5.6 | 24.5 | 5.1 | 12.6 | 12.9 | 10.8 | 6.1 | 13.3 | 36.6 | 21.0 | 30.3 | 56.9 | 10.9 | 18.5 | 9.3 | 11.9 | 14.5 | 34.9 | 21.9 | 19.1 | 11.3 | 42.4 |
| Standard Deviation(%) | NA | 27.1 | 22.2 | 22.9 | 23.2 | 22.0 | NA | NA | 22.3 | 18.6 | 19.3 | 28.3 | 23.8 | 39.9 | 12.9 | 15.6 | 9.9 | 16.0 | 14.7 | 13.2 | 12.9 | 16.2 | 34.2 | 25.8 | 37.7 | 41.9 | 15.2 | 15.3 | 12.6 | 14.1 | 14.7 | 19.8 | 20.2 | 23.3 | 13.4 | 21.9 |
| Treynor Ratio | NA | -0.14 | -0.01 | -0.02 | 0.03 | 0.02 | NA | NA | 0.06 | 0.01 | 0.15 | -0.3 | -0.03 | 0.14 | 0.33 | -0.15 | 0.14 | 0.14 | 0.03 | 0.08 | 0.32 | 0.13 | -0.15 | 0.22 | 0.61 | -0.47 | 0.06 | 0.1 | 0.07 | 0.16 | 0.57 | -0.25 | 0.05 | 0.11 | 0.76 | -0.2 |
| Alpha | NA | 0.04 | 0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.02 | 0.01 | -0.05 | -0.07 | -0.01 | 0.02 | -0.01 | 0.0 | -0.01 | 0.02 | 0.0 | -0.01 | -0.02 | -0.05 | -0.02 | 0.07 | -0.06 | 0.02 | -0.01 | 0.01 | -0.01 | 0.03 | -0.01 | 0.01 | 0.05 | 0.11 | 0.02 |
| Beta | NA | 0.87 | 0.95 | 0.99 | 0.96 | 0.95 | NA | NA | 0.91 | 1.06 | 1.02 | 0.99 | 0.91 | 0.95 | 0.84 | 0.9 | 0.93 | 0.93 | 0.94 | 0.89 | 0.93 | 0.98 | 1.06 | 1.05 | 1.02 | 0.92 | 0.79 | 0.95 | 0.84 | 0.84 | 0.78 | 0.74 | 0.81 | 0.7 | 0.52 | 0.81 |
| RSquared | NA | 0.94 | 0.92 | 0.93 | 0.84 | 0.89 | NA | NA | 0.89 | 0.94 | 0.96 | 0.92 | 0.54 | 0.94 | 0.91 | 0.95 | 0.91 | 0.95 | 0.96 | 0.92 | 0.96 | 0.96 | 0.96 | 0.95 | 0.94 | 0.96 | 0.92 | 0.9 | 0.93 | 0.91 | 0.87 | 0.88 | 0.89 | 0.81 | 0.4 | 0.75 |
| Yield(%) | N/A | 0.0 | 0.1 | 0.0 | 0.1 | 4.1 | 5.4 | 6.2 | N/A | 0.1 | 0.0 | 0.0 | 0.3 | 0.0 | 0.4 | 18.7 | 9.3 | 4.3 | 10.5 | 17.2 | 12.4 | 3.3 | 0.0 | 0.0 | 0.0 | 1.4 | 16.5 | 8.2 | 7.2 | 7.7 | 0.6 | 0.0 | 0.2 | 5.5 | 0.0 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | 200.0 | -88.9 | -99.2 | -34.2 | N/A | N/A | N/A | 200.0 | N/A | -100.0 | N/A | -100.0 | -98.5 | 109.9 | 142.4 | -63.2 | -44.5 | 53.9 | 315.1 | 18433.3 | N/A | N/A | -100.0 | -92.4 | 106.6 | 17.3 | -2.6 | 1800.0 | N/A | -100.0 | -97.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/1998
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