Singapore markets closed

Fidelity Mega Cap Stock Fund (FZALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.91+0.21 (+0.93%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.14%
5-year average return15.39%
Number of years up7
Number of years down3
Best 1-yr total return (1 May 2024)31.31%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return31.31%
Worst 3-yr total return7.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFZALXCategory
YTD11.63%14.84%
1-month4.55%1.65%
3-month11.63%7.55%
1-year31.13%40.47%
3-year13.30%16.77%
5-year16.51%16.15%
10-year12.59%13.21%
Last bull market49.78%24.09%
Last bear market-15.62%-17.61%

Annual total return (%) history

Year
FZALXCategory
2024
N/AN/A
2023
26.63%N/A
2022
-8.89%N/A
2021
26.40%N/A
2020
13.05%15.83%
2019
31.31%28.78%
2018
-7.10%-6.27%
2017
17.97%20.44%
2016
13.84%10.37%
2015
-1.29%-1.07%
2014
11.75%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.63%N/AN/AN/A
20237.80%7.51%-0.91%10.26%
20220.42%-15.62%-5.73%14.05%
202111.93%7.42%-1.58%6.81%
2020-22.94%17.49%5.01%18.91%
201912.57%3.37%0.94%11.80%
2018-2.94%3.62%7.44%-14.03%
20174.21%2.49%4.32%5.88%
2016-0.90%1.43%6.51%6.34%
2015-0.24%1.71%-8.52%6.35%
20141.63%4.93%1.34%3.41%
201310.40%N/AN/AN/A

Rank in category (by total return)

YTD21
1-month9
3-month21
1-year21
3-year4
5-year4

Load adjusted returns

1-year31.13%
3-year13.30%
5-year16.51%
10-year12.59%