Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRIX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS I) | 10.45% | 31.10% | 25.79% | 14.76% | 15.18% | 14.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRIX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS I) | 02/12/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 31.10 | 25.79 | 14.76 | 15.18 | 14.25 | NA | … | … | 10.45 | 26.92 | 26.00 | 26.46 | -11.67 | 22.42 | 7.23 | 31.06 | -7.35 | 17.77 | 13.68 | -1.45 | 11.59 | 33.18 | 19.48 | 2.28 | 14.35 | 28.55 | -33.73 |
| Sharpe Ratio | NA | 2.53 | 1.58 | 0.74 | 0.74 | NA | NA | … | … | 1.85 | 1.28 | 1.90 | 1.83 | -0.56 | 1.50 | 0.19 | 2.42 | -0.54 | 2.29 | 0.91 | -0.09 | 1.03 | 3.02 | 1.48 | 0.09 | 0.76 | 0.98 | -0.90 |
| Standard Deviation(%) | NA | 11.95 | 14.54 | 16.74 | 18.24 | NA | NA | … | … | 13.40 | 18.85 | 11.81 | 12.59 | 23.48 | 14.91 | 35.70 | 12.24 | 16.15 | 7.49 | 14.84 | 16.07 | 11.19 | 10.96 | 13.26 | 23.94 | 18.86 | 28.89 | 42.08 |
| Draw Down(%) | NA | 9.01 | 18.49 | 25.31 | 35.22 | NA | NA | … | … | 9.01 | 18.49 | 8.20 | 8.91 | 25.31 | 6.66 | 35.22 | 7.17 | 19.75 | 3.57 | 12.86 | 13.89 | 7.57 | 5.00 | 11.08 | 18.42 | 16.61 | 28.37 | 46.99 |
| Yield(%) | 0.00 | 4.45 | 4.12 | 2.97 | 7.18 | 8.81 | 6.47 | … | … | 0.00 | 4.76 | 3.29 | 2.60 | 1.16 | 2.10 | 3.09 | 14.59 | 16.65 | 16.19 | 2.22 | 3.93 | 4.07 | 3.25 | 1.61 | 1.12 | 0.95 | 1.86 | 1.39 |
Data as of 06/04/2026, Common starting date is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRIX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS I) |
0.59%
May 2008 – May 2011 |
4.36%
Mar 2015 – Mar 2020 |
8.49%
Apr 2008 – Apr 2018 |
8.78%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRIX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS I) |
29.92%
Sep 2022 – Sep 2025 |
24.32%
Feb 2009 – Feb 2014 |
16.25%
Feb 2009 – Feb 2019 |
15.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart