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Fidelity Mega Cap Stock Fund (FZALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.93+0.03 (+0.13%)
At close: 06:06PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.90%
5-year average return16.68%
Number of years up7
Number of years down3
Best 1-yr total return (15 May 2024)31.31%
Worst 1-yr total return (15 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
YTD9.52%5.31%
1-month-1.89%-4.19%
3-month7.86%3.90%
1-year24.99%20.31%
3-year10.78%6.48%
5-year15.05%11.78%
10-year12.34%10.96%
Last bull market25.91%25.56%
Last bear market-15.62%-15.11%

Annual total return (%) history

Year
FZALXCategory
2024
N/AN/A
2023
26.63%22.32%
2022
-8.89%-16.96%
2021
26.40%26.07%
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)

YTD5
1-month4
3-month4
1-year15
3-year2
5-year2

Load adjusted returns

1-year24.99%
3-year10.78%
5-year15.05%
10-year12.34%