Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/06/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FCAKX (FIDELITY CAPITAL APPRECIATION FUND CLASS K) | -3.92% | -9.33% | 3.67% | 5.32% | 6.70% | 9.84% | NA | 8.52% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCAKX (FIDELITY CAPITAL APPRECIATION FUND CLASS K) | 05/22/2008 | 05/06/2025 |
The return data shown below all have the same latest date: 05/06/2025.
AR inception is since 05/22/2008.
AR inception is since 05/22/2008.
| 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 (%) | 1.82 | -9.33 | 3.67 | 5.32 | 6.70 | 9.84 | NA | 8.52 | -3.92 | 6.63 | 25.04 | -27.40 | 6.24 | 23.43 | 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 | -0.45 | -0.05 | 0.15 | 0.23 | NA | NA | 0.31 | -0.39 | 0.00 | 1.45 | -1.05 | 0.27 | 0.65 | 2.21 | -0.33 | 2.59 | 0.21 | 0.12 | 0.71 | 2.76 | 1.69 | -0.10 | 0.88 | 1.17 | -1.10 |
| Standard Deviation(%) | NA | 26.43 | 22.62 | 22.82 | 21.50 | NA | NA | 22.75 | 28.76 | 22.33 | 14.47 | 27.52 | 23.34 | 35.64 | 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 | 31.43 | 31.43 | 39.72 | 39.72 | NA | NA | 52.37 | 20.24 | 19.32 | 10.98 | 28.47 | 19.24 | 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 | 0.25 | 0.40 | 0.43 | 5.23 | 8.49 | 5.72 | 7.15 | 0.00 | 0.29 | 0.54 | 0.37 | 0.51 | 0.10 | 15.47 | 11.16 | 12.63 | 5.71 | 11.99 | 11.66 | 12.24 | 3.21 | 0.34 | 0.43 | 0.18 | 0.87 |
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) |
-3.37%
Oct 2020 - Oct 2023 |
3.17%
Jan 2018 - Jan 2023 |
6.45%
Mar 2015 - Mar 2025 |
8.72%
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) |
28.94%
Feb 2009 - Feb 2012 |
26.91%
Feb 2009 - Feb 2014 |
17.13%
Feb 2009 - Feb 2019 |
14.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart