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Fidelity Capital Appreciation (FDCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.58-0.05 (-0.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.93%
5-year average return15.53%
Number of years up29
Number of years down8
Best 1-yr total return (22 Apr 2024)36.38%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return36.38%
Worst 3-yr total return5.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFDCAXCategory
YTD14.16%12.38%
1-month2.84%5.09%
3-month14.16%10.28%
1-year36.58%41.70%
3-year11.19%22.56%
5-year17.14%21.98%
10-year13.03%15.99%
Last bull market37.39%25.99%
Last bear market-16.90%-17.29%

Annual total return (%) history

Year
FDCAXCategory
2024
N/AN/A
2023
28.79%N/A
2022
-21.17%N/A
2021
24.23%N/A
2020
33.80%35.86%
2019
30.00%31.90%
2018
-4.92%-2.09%
2017
23.94%27.67%
2016
3.18%3.23%
2015
1.64%3.60%
2014
10.84%10.00%
2013
35.96%33.92%
2012
22.45%15.34%
2011
-2.67%-2.46%
2010
18.34%15.53%
2009
36.38%35.68%
2008
-40.50%-40.67%
2007
6.86%13.35%
2006
13.80%7.05%
2005
5.80%6.71%
2004
11.26%7.81%
2003
51.68%28.66%
2002
-21.27%-27.64%
2001
-7.56%-22.30%
2000
-18.10%-13.05%
1999
45.84%38.87%
1998
16.95%34.55%
1997
26.52%26.36%
1996
15.12%19.76%
1995
18.77%32.65%
1994
2.52%-2.45%
1993
33.41%8.69%
1992
16.37%5.92%
1991
9.99%40.07%
1990
-15.69%-3.78%
1989
26.91%27.76%
1988
37.62%12.55%
1987
19.26%1.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.16%N/AN/AN/A
20237.65%9.29%-2.88%12.71%
2022-5.78%-16.90%-4.92%5.89%
20214.74%8.67%-0.57%9.77%
2020-16.66%27.32%11.47%13.12%
201913.54%5.19%-0.71%9.61%
20182.47%5.21%5.67%-16.54%
20177.23%2.21%6.83%5.86%
2016-2.25%-2.43%6.57%1.52%
20154.16%1.17%-9.85%6.99%
20140.77%3.35%2.89%3.43%
201310.35%2.19%8.63%10.99%
201217.34%-1.83%4.80%1.44%
20114.78%0.60%-15.05%8.69%
20108.68%-10.73%9.91%10.99%
2009-8.01%16.17%19.93%6.41%
2008-12.41%3.24%-17.77%-19.99%
20072.29%7.50%3.09%-5.73%
20068.84%-2.89%0.41%7.22%
2005-4.65%1.69%7.17%1.81%
20044.20%-0.51%-3.15%10.81%
20031.85%20.69%10.11%12.06%
20021.36%-12.29%-19.65%10.22%
2001-10.71%12.64%-21.38%16.89%
20006.43%-9.34%-3.47%-12.07%
19996.07%10.68%-4.32%29.84%
199810.42%0.75%-15.77%24.81%
1997-0.85%17.50%12.41%-3.39%
19964.41%1.37%2.76%5.85%
19954.90%5.67%9.19%-1.87%
1994-1.12%-1.96%6.61%-0.80%
199310.92%7.93%1.11%10.22%
19929.97%4.05%-3.40%5.28%
199114.96%-1.32%0.57%-3.59%
1990-2.59%0.68%-18.58%5.58%
19897.07%11.12%6.54%0.12%
198817.27%10.09%2.22%4.28%
198731.58%5.66%12.98%-24.08%

Rank in category (by total return)

YTD23
1-month23
3-month23
1-year56
3-year24
5-year21

Load adjusted returns

1-year36.58%
3-year11.19%
5-year17.14%
10-year13.03%