Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FZALX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS Z) 10.51% 31.25% 25.92% 16.29% 16.79% NA NA
Data as of 06/04/2026, Common starting date is 08/21/2013
More Performance Analytics Comparison
Name Start Date End Date
FZALX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS Z) 08/21/2013 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
Annualized Return (%) 0.09 31.25 25.92 16.29 16.79 NA NA 10.51 27.07 26.13 26.63 -8.89 26.44 14.61 31.25 -7.25 17.97 13.84 -1.29 11.75 12.94
Sharpe Ratio NA 2.54 1.59 0.83 0.84 NA NA 1.86 1.29 1.89 1.84 -0.44 1.79 0.40 2.42 -0.54 2.32 0.91 -0.08 1.05 4.05
Standard Deviation(%) NA 11.94 14.57 16.69 18.17 NA NA 13.42 18.84 11.93 12.60 23.31 14.76 35.42 12.29 16.13 7.50 14.94 16.06 11.19 9.88
Draw Down(%) NA 8.99 18.49 23.25 35.23 NA NA 8.99 18.49 8.21 8.92 23.25 6.66 35.23 7.14 19.80 3.53 12.85 13.87 7.64 3.90
Yield(%) 0.00 4.59 4.28 4.24 8.68 7.45 5.59 0.00 4.91 3.48 2.70 3.88 5.97 9.59 15.04 16.82 16.41 2.40 4.11 4.59 2.28
Data as of 06/04/2026, Common starting date is 08/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FZALX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS Z) 2.02%
Mar 2017 – Mar 2020
4.51%
Mar 2015 – Mar 2020
10.96%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FZALX (FIDELITY MEGA CAP STOCK FUND FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS Z) 30.22%
Sep 2022 – Sep 2025
22.85%
Oct 2020 – Oct 2025
17.09%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return