Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FCAKX (FIDELITY CAPITAL APPRECIATION FUND CLASS K) | 6.63% | 12.04% | 19.44% | 15.93% | 13.16% | 15.06% | NA | 11.97% |
Data as of 07/02/2025, AR inception is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCAKX (FIDELITY CAPITAL APPRECIATION FUND CLASS K) | 05/22/2008 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.08 | 12.04 | 19.44 | 15.93 | 13.16 | 15.06 | NA | 11.97 | 6.63 | 25.19 | 28.92 | -21.17 | 23.95 | 34.02 | 30.30 | -5.15 | 24.14 | 3.33 | 2.03 | 11.07 | 36.25 | 22.65 | -2.49 | 18.62 | 36.79 | -36.15 |
| Sharpe Ratio | NA | 0.42 | 0.83 | 0.77 | 0.58 | NA | NA | 0.51 | 0.40 | 1.47 | 1.79 | -0.87 | 1.54 | 0.97 | 2.20 | -0.34 | 2.59 | 0.20 | 0.12 | 0.71 | 2.76 | 1.69 | -0.10 | 0.88 | 1.17 | -1.10 |
| Standard Deviation(%) | NA | 20.64 | 18.40 | 19.06 | 19.76 | NA | NA | 21.72 | 25.04 | 14.63 | 14.23 | 25.98 | 15.49 | 34.81 | 13.08 | 19.42 | 9.10 | 15.17 | 16.62 | 15.46 | 13.14 | 13.52 | 25.31 | 21.12 | 31.37 | 48.07 |
| Draw Down(%) | NA | 20.24 | 20.24 | 27.31 | 33.06 | NA | NA | 52.37 | 20.24 | 9.98 | 10.98 | 26.06 | 7.33 | 33.06 | 6.09 | 22.13 | 2.72 | 13.78 | 14.46 | 10.06 | 7.50 | 8.07 | 20.44 | 15.91 | 26.14 | 49.50 |
| Yield(%) | 0.00 | 16.29 | 11.42 | 12.62 | 10.94 | 16.51 | 10.20 | 12.00 | 0.00 | 19.68 | 4.24 | 6.77 | 17.98 | 10.27 | 15.47 | 11.16 | 12.63 | 5.71 | 11.99 | 11.66 | 12.24 | 3.21 | 0.34 | 0.43 | 0.18 | 0.87 |
Data as of 07/02/2025, AR inception is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCAKX (FIDELITY CAPITAL APPRECIATION FUND CLASS K) |
2.80%
Aug 2008 - Aug 2011 |
5.29%
Mar 2015 - Mar 2020 |
10.29%
Mar 2010 - Mar 2020 |
11.05%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCAKX (FIDELITY CAPITAL APPRECIATION FUND CLASS K) |
29.36%
Dec 2018 - Dec 2021 |
26.91%
Feb 2009 - Feb 2014 |
17.43%
Dec 2011 - Dec 2021 |
17.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart