Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDCAX (FIDELITY CAPITAL APPRECIATION FUND FIDELITY CAPITAL APPRECIATION FUND) | 11.83% | 28.36% | 23.33% | 13.28% | 15.94% | 14.72% | 11.55% | … | … |
Data as of 06/05/2026, Common starting date is 01/20/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDCAX (FIDELITY CAPITAL APPRECIATION FUND FIDELITY CAPITAL APPRECIATION FUND) | 01/20/1987 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.80 | 28.36 | 23.33 | 13.28 | 15.94 | 14.72 | 11.55 | … | … | 11.83 | 18.05 | 25.11 | 28.81 | -21.23 | 23.85 | 33.92 | 30.15 | -5.23 | 24.03 | 3.21 | 1.91 | 10.92 | 36.09 | 22.46 | -2.67 | 18.34 | 36.38 | -40.47 | 6.90 | 13.81 | 5.83 | 11.26 | 51.68 | -21.27 | -7.56 | -17.77 | 46.24 | 16.86 | 26.64 | 15.01 | 18.77 | 2.52 | 33.41 | 16.37 | 9.99 | -15.69 | 26.91 | 37.62 | 5.43 |
| Sharpe Ratio | NA | 2.25 | 1.36 | 0.64 | 0.76 | NA | NA | … | … | 2.49 | 0.77 | 1.47 | 1.78 | -0.87 | 1.54 | 0.96 | 2.20 | -0.34 | 2.58 | 0.20 | 0.11 | 0.71 | 2.75 | 1.67 | -0.11 | 0.86 | 1.16 | -1.02 | 0.20 | 0.74 | 0.28 | 0.71 | 2.67 | -0.79 | -0.36 | -0.80 | 2.52 | 0.59 | 1.53 | 1.11 | 2.11 | -0.07 | 4.75 | 1.58 | 0.57 | -1.83 | 2.49 | 2.86 | 0.05 |
| Standard Deviation(%) | NA | 14.47 | 16.52 | 18.50 | 19.46 | NA | NA | … | … | 16.90 | 19.72 | 14.65 | 14.25 | 26.00 | 15.48 | 34.81 | 13.06 | 19.43 | 9.10 | 15.16 | 16.62 | 15.43 | 13.11 | 13.56 | 25.31 | 21.10 | 31.36 | 40.62 | 18.62 | 14.05 | 12.68 | 14.44 | 19.08 | 28.41 | 27.97 | 27.44 | 17.04 | 22.81 | 14.92 | 10.17 | 7.01 | 7.68 | 6.55 | 8.69 | 10.63 | 11.56 | 8.41 | 11.39 | 28.31 |
| Draw Down(%) | NA | 11.06 | 20.26 | 27.36 | 33.06 | NA | NA | … | … | 11.06 | 20.26 | 10.00 | 11.00 | 26.10 | 7.35 | 33.06 | 6.10 | 22.14 | 2.73 | 13.80 | 14.49 | 10.08 | 7.51 | 8.11 | 20.47 | 16.04 | 26.12 | 51.23 | 12.53 | 13.87 | 10.14 | 14.13 | 11.88 | 33.85 | 30.23 | 30.62 | 10.95 | 32.31 | 10.96 | 12.18 | 5.57 | 8.80 | 3.27 | 8.87 | 13.06 | 24.23 | 7.27 | 8.02 | 35.69 |
| Yield(%) | 0.00 | 8.47 | 11.73 | 9.95 | 12.62 | 13.79 | 10.89 | … | … | 0.00 | 8.70 | 19.75 | 4.16 | 6.74 | 17.93 | 10.23 | 15.41 | 11.08 | 12.53 | 5.60 | 11.88 | 11.55 | 12.10 | 3.04 | 0.17 | 0.09 | 0.14 | 0.70 | 8.60 | 5.67 | 9.57 | 4.97 | 0.18 | 0.00 | 0.00 | 7.71 | 9.37 | 2.85 | 16.77 | 9.79 | 9.14 | 11.94 | 8.59 | 6.29 | 20.03 | 1.07 | 10.30 | 1.21 | 7.79 |
Data as of 06/05/2026, Common starting date is 01/20/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDCAX (FIDELITY CAPITAL APPRECIATION FUND FIDELITY CAPITAL APPRECIATION FUND) |
-16.95%
Mar 2000 – Mar 2003 |
-7.26%
Feb 2004 – Feb 2009 |
-0.77%
Feb 1999 – Feb 2009 |
4.37%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDCAX (FIDELITY CAPITAL APPRECIATION FUND FIDELITY CAPITAL APPRECIATION FUND) |
32.44%
Mar 1997 – Mar 2000 |
26.66%
Feb 2009 – Feb 2014 |
17.76%
Aug 1990 – Aug 2000 |
16.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart