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Fidelity Capital Appreciation K (FCAKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.38+0.64 (+1.46%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.37%
5-year average return15.74%
Number of years up12
Number of years down3
Best 1-yr total return (2 May 2024)36.79%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return36.79%
Worst 3-yr total return5.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFCAKXCategory
YTD8.93%12.38%
1-month-4.57%5.09%
3-month5.85%10.28%
1-year30.28%41.70%
3-year7.66%22.56%
5-year15.21%21.98%
10-year12.87%15.99%
Last bull market32.75%25.99%
Last bear market-16.89%-17.29%

Annual total return (%) history

Year
FCAKXCategory
2024
N/AN/A
2023
28.90%N/A
2022
-21.11%N/A
2021
24.34%N/A
2020
33.90%35.86%
2019
30.14%31.90%
2018
-4.84%-2.09%
2017
24.06%27.67%
2016
3.29%3.23%
2015
1.76%3.60%
2014
10.98%10.00%
2013
36.11%33.92%
2012
22.65%15.34%
2011
-2.49%-2.46%
2010
18.47%15.53%
2009
36.79%35.68%
2008
N/A-40.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.15%N/AN/AN/A
20237.69%9.31%-2.87%12.73%
2022-5.76%-16.89%-4.90%5.91%
20214.75%8.71%-0.57%9.80%
2020-16.65%27.36%11.49%13.13%
201913.59%5.21%-0.68%9.64%
20182.50%5.26%5.68%-16.54%
20177.25%2.23%6.87%5.88%
2016-2.25%-2.37%6.56%1.57%
20154.19%1.20%-9.81%7.01%
20140.83%3.34%2.94%3.47%
201310.40%2.19%8.68%11.01%
201217.41%-1.80%4.82%1.48%
20114.85%0.64%-15.02%8.74%
20108.67%-10.68%9.94%11.02%
2009-7.89%16.24%19.98%6.49%
2008-17.76%-19.95%N/AN/A

Rank in category (by total return)

YTD21
1-month46
3-month15
1-year52
3-year18
5-year19

Load adjusted returns

1-year30.28%
3-year7.66%
5-year15.21%
10-year12.87%