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FSLCX: FIDELITY SMALL CAP STOCK FUND FIDELITY SMALL CAP STOCK FUND (MUTUAL FUND)
Basic Info 16.87 0.2(1.17%) April 25
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (82%) |
Start Date: | 03/12/1998 |
Last Dividend Date: | 12/01/2023 |
12-Mo. Yield | 0.02% |
Expenses | 0.67% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/13/1998 |
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(%) | 1.6 | -2.0 | 17.0 | -1.7 | 6.1 | 7.2 | 10.5 | 7.2 | 8.1 | 19.7 | -22.7 | 20.3 | 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 | -0.74 | 0.47 | -0.19 | 0.18 | 0.3 | NA | NA | 0.31 | 0.81 | -0.91 | 1.11 | 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 | 8.3 | 15.1 | 30.0 | 45.4 | 45.4 | NA | NA | 61.2 | 15.9 | 27.7 | 10.2 | 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 | 17.2 | 18.4 | 21.3 | 25.2 | 20.4 | NA | NA | 22.0 | 19.3 | 26.6 | 18.2 | 39.5 | 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 | -0.12 | 0.08 | -0.04 | 0.05 | 0.07 | NA | NA | 0.07 | 0.15 | -0.25 | 0.22 | 0.14 | 0.33 | -0.14 | 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 | -0.03 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.03 | 0.01 | -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 | 1.04 | 1.04 | 0.97 | 0.95 | 0.94 | NA | NA | 0.91 | 1.02 | 0.96 | 0.93 | 0.94 | 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 | 0.95 | 0.96 | 0.96 | 0.95 | 0.94 | NA | NA | 0.91 | 0.96 | 0.97 | 0.91 | 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 | 0.0 | 8.0 | 6.9 | 8.5 | 12.9 | 7.7 | N/A | 0.0 | 5.7 | 22.5 | 0.0 | 0.4 | 18.8 | 9.3 | 4.3 | 10.5 | 17.2 | 12.5 | 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 | N/A | -100.0 | 52.4 | -50.6 | 68.3 | N/A | N/A | N/A | -100.0 | -75.2 | N/A | -100.0 | -98.4 | 110.2 | 141.1 | -62.9 | -44.5 | 53.7 | 312.5 | N/A | N/A | N/A | -100.0 | -92.4 | 106.6 | 16.9 | -2.3 | 1800.0 | N/A | -100.0 | -97.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/13/1998
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