Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAGIX (FIDELITY CAPITAL & INCOME FUND FIDELITY CAPITAL & INCOME FUND) | 8.18% | 18.02% | 13.26% | 7.27% | 8.15% | 7.24% | 8.03% | … | … |
Data as of 06/04/2026, Common starting date is 01/30/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAGIX (FIDELITY CAPITAL & INCOME FUND FIDELITY CAPITAL & INCOME FUND) | 01/30/1980 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 18.02 | 13.26 | 7.27 | 8.15 | 7.24 | 8.03 | … | … | 8.18 | 12.37 | 10.70 | 13.03 | -10.51 | 11.67 | 10.27 | 18.96 | -5.76 | 9.04 | 10.77 | -0.90 | 6.16 | 9.75 | 16.47 | -1.87 | 17.16 | 72.34 | -31.59 | 4.14 | 13.11 | 5.49 | 13.31 | 41.60 | -0.33 | -3.48 | -9.41 | 14.06 | 4.88 | 14.69 | 11.43 | 16.74 | -4.61 | 24.90 | 28.07 | 29.83 | -4.05 | -3.02 | 12.59 | -1.81 | 14.26 | 25.53 | 10.50 | 18.52 | 35.72 | 6.89 | 4.42 |
| Sharpe Ratio | NA | 2.62 | 1.70 | 0.71 | 0.83 | NA | NA | … | … | 2.32 | 1.36 | 1.40 | 1.69 | -1.36 | 2.45 | 0.58 | 3.32 | -1.16 | 2.25 | 1.53 | -0.17 | 1.36 | 2.36 | 4.02 | -0.22 | 2.44 | 7.53 | -2.65 | 0.19 | 3.07 | 0.84 | 2.94 | 7.43 | -0.15 | -0.65 | -1.89 | 1.88 | 0.21 | 2.15 | 1.95 | 3.05 | -2.09 | 7.80 | 6.94 | 6.22 | -2.09 | -1.85 | 1.98 | -1.10 | 1.91 | 3.53 | 0.38 | 1.57 | 2.21 | -0.26 | -0.33 |
| Standard Deviation(%) | NA | 6.07 | 6.08 | 6.59 | 7.89 | NA | NA | … | … | 7.27 | 7.03 | 5.06 | 5.61 | 8.79 | 4.76 | 17.07 | 5.27 | 6.17 | 3.74 | 6.89 | 5.61 | 4.51 | 4.11 | 4.12 | 8.73 | 7.00 | 9.59 | 12.24 | 5.16 | 3.17 | 3.83 | 4.19 | 5.51 | 9.61 | 9.26 | 7.22 | 5.70 | 6.63 | 5.09 | 3.95 | 4.19 | 3.67 | 2.90 | 3.65 | 4.15 | 4.56 | 4.85 | 3.88 | 5.47 | 5.16 | 5.68 | 9.00 | 7.73 | 12.55 | 13.72 | 11.18 |
| Draw Down(%) | NA | 3.48 | 7.26 | 14.80 | 28.44 | NA | NA | … | … | 3.48 | 7.26 | 2.99 | 4.68 | 14.80 | 2.44 | 28.44 | 2.83 | 9.80 | 2.07 | 7.75 | 7.67 | 4.91 | 5.83 | 4.05 | 14.86 | 7.21 | 10.23 | 37.25 | 6.52 | 2.98 | 5.39 | 6.90 | 4.23 | 19.60 | 18.43 | 15.36 | 4.65 | 15.67 | 3.71 | 1.87 | 2.46 | 8.78 | 0.72 | 1.96 | 1.28 | 8.61 | 9.28 | 1.58 | 9.22 | 2.90 | 2.13 | 7.47 | 2.38 | 1.41 | 8.86 | 6.57 |
| Yield(%) | 0.00 | 4.62 | 5.36 | 5.92 | 6.19 | 5.96 | 6.83 | … | … | 1.36 | 5.05 | 5.31 | 5.65 | 9.16 | 6.88 | 5.08 | 5.63 | 6.46 | 3.91 | 4.40 | 4.73 | 7.94 | 5.66 | 6.44 | 6.31 | 7.08 | 11.20 | 6.86 | 6.45 | 6.42 | 6.43 | 7.57 | 11.83 | 6.52 | 8.99 | 8.04 | 13.65 | 12.17 | 7.25 | 8.75 | 10.15 | 8.11 | 9.68 | 9.11 | 11.79 | 10.39 | 12.64 | 11.75 | 10.82 | 11.57 | 13.38 | 13.04 | 12.97 | 15.73 | 14.62 | 13.02 |
Data as of 06/04/2026, Common starting date is 01/30/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAGIX (FIDELITY CAPITAL & INCOME FUND FIDELITY CAPITAL & INCOME FUND) |
-9.51%
Jul 1999 – Jul 2002 |
-1.47%
Jul 1997 – Jul 2002 |
2.68%
Mar 1999 – Mar 2009 |
4.63%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAGIX (FIDELITY CAPITAL & INCOME FUND FIDELITY CAPITAL & INCOME FUND) |
28.61%
Jan 1991 – Jan 1994 |
22.83%
Sep 1981 – Sep 1986 |
14.63%
Jun 1982 – Jun 1992 |
14.22%
Sep 1981 – Sep 1996 |
Annualized Rolling Returns Comparison Chart