- ISIN
- US3161285529
- CUSIP
- 316128552
- Issuer
- Fidelity
- Inception Date
- Dec 6, 2012
- Category
- Large Cap Value Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
FBLEX Performance Chart
Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) is up 10.4% since the beginning of the year. FBLEX is currently trading at $16 per share. Investors who bought $1,000 worth of FBLEX shares 5 years ago would now be looking at an investment worth $1,838.
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Returns By Period
Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) has returned 10.35% so far this year and 25.03% over the past 12 months. Over the last ten years, FBLEX has returned 12.15% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Series Stock Selector Large Cap Value Fund
- 1D
- 0.39%
- 1M
- 2.10%
- YTD
- 10.35%
- 6M
- 9.82%
- 1Y
- 25.03%
- 3Y*
- 18.84%
- 5Y*
- 12.95%
- 10Y*
- 12.15%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FBLEX Monthly Returns History
Based on dividend-adjusted daily data since Dec 10, 2012, FBLEX's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, an investment would double in approximately 5.6 years.
Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +14.0%, while the worst month was Mar 2020 at -18.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FBLEX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +10.2%, while the worst single day was Mar 16, 2020 at -12.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.24% | 1.73% | -4.74% | 7.39% | 0.66% | 2.04% | 10.35% | ||||||
| 2025 | 4.96% | -0.63% | -2.45% | -2.87% | 4.31% | 2.68% | 0.64% | 3.23% | 1.29% | 0.67% | 2.67% | 1.67% | 17.06% |
| 2024 | 0.23% | 3.59% | 5.75% | -4.34% | 2.98% | -0.80% | 5.39% | 2.97% | 1.21% | 0.00% | 6.24% | -5.72% | 18.04% |
| 2023 | 5.97% | -3.25% | -0.93% | 1.58% | -3.76% | 6.88% | 3.90% | -2.07% | -3.05% | -2.50% | 7.69% | 5.17% | 15.60% |
| 2022 | -1.14% | -0.36% | 2.31% | -5.39% | 2.26% | -9.00% | 6.12% | -2.61% | -9.41% | 11.28% | 6.76% | -3.57% | -4.82% |
| 2021 | -0.78% | 5.62% | 7.00% | 4.56% | 2.82% | -1.43% | 0.93% | 1.57% | -3.29% | 5.47% | -4.36% | 6.76% | 26.83% |
Benchmark Metrics
Fidelity Series Stock Selector Large Cap Value Fund has an annualized alpha of 0.41%, beta of 0.90, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since December 10, 2012.
- This fund participated in 94.39% of S&P 500 Index downside but only 91.43% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.90 and R2 of 0.86, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.41%
- Beta
- 0.90
- R²
- 0.86
- Upside Capture
- 91.43%
- Downside Capture
- 94.39%
Expense Ratio
FBLEX has an expense ratio of 0.01%, which is considered low.
Return for Risk
Risk / Return Rank
FBLEX ranks 78 for risk / return — better than 78% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FBLEX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.37 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.68 | 2.78 | +0.89 |
| Martin ratioReturn relative to average drawdown | 14.83 | 12.44 | +2.39 |
Dividends
Dividend History
Fidelity Series Stock Selector Large Cap Value Fund provided a 10.06% dividend yield over the last twelve months, with an annual payout of $1.56 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.56 | $1.45 | $1.73 | $0.66 | $1.51 | $2.04 | $0.49 | $0.72 | $1.18 | $0.92 | $0.31 | $1.51 |
Dividend yield | 10.06% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Stock Selector Large Cap Value Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.45 | ||||||
| 2025 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $1.45 |
| 2024 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.44 | $1.73 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.66 |
| 2022 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $1.51 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.03 | $2.04 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Series Stock Selector Large Cap Value Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Series Stock Selector Large Cap Value Fund was 39.73%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
The current Fidelity Series Stock Selector Large Cap Value Fund drawdown is 0.64%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -39.73%Mar 2020 | 2mo 2d | 8mo 16d | 10mo 18dJan 2020 - Dec 2020 |
Bear market2022 | -19.00%Sep 2022 | 5mo 12d | 9mo 22d | 1y 2moApr 2022 - Jul 2023 |
Rate-hike selloffLate 2018 | -18.61%Dec 2018 | 10mo 29d | 6mo 9d | 1y 5moJan 2018 - Jul 2019 |
2016 correction2016 | -18.54%Feb 2016 | 8mo 25d | 9mo 2d | 1y 5moMay 2015 - Nov 2016 |
2025 selloff2025 | -14.71%Apr 2025 | 4mo 7d | 2mo 24d | 7mo 1dDec 2024 - Jul 2025 |
Drawdown Indicators
| FBLEX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.73% | -56.78% | +17.05% |
Max Drawdown (1Y)Largest decline over 1 year | -6.89% | -9.10% | +2.21% |
Max Drawdown (3Y)Largest decline over 3 years | -14.71% | -18.90% | +4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -19.00% | -25.43% | +6.43% |
Max Drawdown (10Y)Largest decline over 10 years | -39.73% | -33.92% | -5.81% |
Current DrawdownCurrent decline from peak | -0.64% | -1.80% | +1.16% |
Average DrawdownAverage peak-to-trough decline | -3.81% | -10.71% | +6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 2.03% | -0.33% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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