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Fidelity Small Cap Enhanced Index Fund (FCPEX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US31606X5068

CUSIP

31606X506

Issuer

Fidelity

Inception Date

Dec 20, 2007

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Small-Cap

Asset Class Style

Blend

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
FCPEX vs. FFFFX FCPEX vs. FSSNX FCPEX vs. VIOV FCPEX vs. VB FCPEX vs. FXAIX FCPEX vs. ACAAX FCPEX vs. SPY FCPEX vs. FSCRX FCPEX vs. VBR
Popular comparisons:
FCPEX vs. FFFFX FCPEX vs. FSSNX FCPEX vs. VIOV FCPEX vs. VB FCPEX vs. FXAIX FCPEX vs. ACAAX FCPEX vs. SPY FCPEX vs. FSCRX FCPEX vs. VBR

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Small Cap Enhanced Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


FCPEX (Fidelity Small Cap Enhanced Index Fund)
Benchmark (^GSPC)

Returns By Period


FCPEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

23.62%

1M

0.54%

6M

11.19%

1Y

30.63%

5Y (annualized)

13.61%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of FCPEX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20239.24%-0.08%-4.39%-2.17%-0.66%8.70%5.94%-3.60%-5.30%-7.25%7.60%
2022-8.98%0.65%0.93%-8.68%1.13%-8.69%9.42%-1.99%-9.76%10.73%3.58%-5.60%-18.30%
20214.16%7.79%1.62%1.90%0.90%2.96%-3.47%2.59%-2.80%4.46%-3.67%3.20%20.72%
2020-3.60%-10.24%-20.78%13.50%5.70%3.44%4.23%4.14%-2.65%2.89%17.62%8.94%18.52%
201911.34%5.81%-3.58%2.81%-8.19%8.57%1.05%-4.94%2.43%2.86%3.02%1.88%23.65%
20183.64%-4.96%1.38%-0.21%6.40%0.28%1.17%4.16%-2.88%-10.24%0.60%-11.71%-13.25%
2017-0.42%1.06%-0.35%1.27%-3.70%2.81%0.57%-3.07%6.27%0.76%2.41%-0.27%7.18%
2016-7.46%1.85%6.01%-0.34%1.47%0.25%5.84%0.88%1.59%-4.76%12.46%4.40%22.84%
2015-2.23%6.53%2.53%-2.99%2.83%-0.23%-0.31%-6.61%-3.29%5.53%2.66%-7.92%-4.53%
2014-3.39%3.83%0.39%-3.32%0.84%4.32%-5.01%5.28%-5.57%6.91%0.00%2.75%6.23%
20136.62%0.86%4.17%-0.44%3.28%-0.63%7.30%-3.66%6.80%3.30%4.48%2.54%39.85%

Expense Ratio

FCPEX features an expense ratio of 0.55%, falling within the medium range.


Expense ratio chart for FCPEX: current value at 0.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.55%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Small Cap Enhanced Index Fund (FCPEX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
FCPEX
^GSPC

There is not enough data available to calculate the Sharpe ratio for Fidelity Small Cap Enhanced Index Fund. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.

Rolling 12-month Sharpe Ratio
FCPEX (Fidelity Small Cap Enhanced Index Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Small Cap Enhanced Index Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.002013201420152016201720182019202020212022
Dividends
Dividend Yield
PeriodTTM2022202120202019201820172016201520142013
Dividend$0.00$1.21$6.26$0.18$0.24$3.26$2.35$0.19$0.56$1.65$1.69

Dividend yield

0.00%5.16%20.85%0.59%0.95%15.52%8.51%0.67%2.46%6.70%6.77%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Small Cap Enhanced Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
2022$0.00$0.00$0.00$1.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$1.21
2021$0.00$0.00$0.00$0.34$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.93$6.26
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.24
2018$0.00$0.00$0.00$0.76$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.50$3.26
2017$0.00$0.00$0.00$0.77$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.58$2.35
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.19$0.19
2015$0.00$0.00$0.00$0.49$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.56
2014$0.00$0.00$0.00$0.78$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.88$1.65
2013$0.52$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.18$1.69

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.


FCPEX (Fidelity Small Cap Enhanced Index Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Small Cap Enhanced Index 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 Small Cap Enhanced Index Fund was 52.78%, occurring on Mar 9, 2009. Recovery took 439 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.78%Jun 6, 2008189Mar 9, 2009439Dec 2, 2010628
-45.13%Sep 4, 2018387Mar 18, 2020169Nov 16, 2020556
-30.13%Nov 9, 2021221Sep 26, 2022
-28.15%Jul 8, 201161Oct 3, 201185Feb 3, 2012146
-24.76%Jun 24, 2015161Feb 11, 2016195Nov 17, 2016356

Volatility

Volatility Chart

The current Fidelity Small Cap Enhanced Index Fund volatility is 7.01%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


FCPEX (Fidelity Small Cap Enhanced Index Fund)
Benchmark (^GSPC)