- ISIN
- US3159123039
- CUSIP
- 315912303
- Issuer
- Fidelity
- Inception Date
- Jun 28, 1993
- Category
- Small Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FDSCX Performance Chart
Fidelity Stock Selector Small Cap Fund (FDSCX) is up 19.7% since the beginning of the year. FDSCX is currently trading at $51 per share. Investors who bought $1,000 worth of FDSCX shares 5 years ago would now be looking at an investment worth $1,692.
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Returns By Period
Fidelity Stock Selector Small Cap Fund (FDSCX) has returned 19.70% so far this year and 42.19% over the past 12 months. Over the last ten years, FDSCX has had an annualized return of 13.31%, just under the S&P 500 Index benchmark’s 13.88%.
Fidelity Stock Selector Small Cap Fund
- 1D
- 1.81%
- 1M
- 3.85%
- YTD
- 19.70%
- 6M
- 16.56%
- 1Y
- 42.19%
- 3Y*
- 20.18%
- 5Y*
- 11.09%
- 10Y*
- 13.31%
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%
FDSCX Monthly Returns History
Based on dividend-adjusted daily data since Dec 14, 1995, FDSCX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.
Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +19.3%, while the worst month was Oct 2008 at -23.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FDSCX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.3%, while the worst single day was Mar 16, 2020 at -13.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.65% | 3.78% | -5.00% | 10.93% | 0.37% | 3.22% | 19.70% | ||||||
| 2025 | 3.06% | -5.88% | -6.33% | -1.15% | 4.36% | 5.90% | 1.86% | 5.07% | 2.22% | 1.19% | 4.98% | -0.88% | 14.33% |
| 2024 | -0.78% | 6.01% | 4.27% | -6.01% | 5.78% | -1.59% | 8.60% | -0.08% | 1.05% | -2.09% | 8.97% | -8.79% | 14.51% |
| 2023 | 9.24% | -0.52% | -3.71% | -1.06% | -2.34% | 8.61% | 4.45% | -2.36% | -5.74% | -6.22% | 7.61% | 12.14% | 19.46% |
| 2022 | -9.20% | -0.13% | 0.51% | -8.76% | -0.11% | -8.91% | 11.24% | -1.76% | -9.19% | 10.47% | 3.93% | -5.22% | -18.28% |
| 2021 | 1.80% | 9.28% | 1.18% | 3.89% | -0.95% | 0.25% | -0.87% | 4.23% | -1.85% | 5.80% | -3.70% | 3.99% | 24.76% |
Benchmark Metrics
Fidelity Stock Selector Small Cap Fund has an annualized alpha of 1.26%, beta of 0.98, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since December 14, 1995.
- This fund captured 106.81% of S&P 500 Index gains and 103.80% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 0.98 and R2 of 0.75, 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
- 1.26%
- Beta
- 0.98
- R²
- 0.75
- Upside Capture
- 106.81%
- Downside Capture
- 103.80%
Expense Ratio
FDSCX has an expense ratio of 0.90%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FDSCX ranks 77 for risk / return — better than 77% 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 Stock Selector Small Cap Fund (FDSCX) 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.
| FDSCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.24 | 2.78 | +1.45 |
| Martin ratioReturn relative to average drawdown | 16.31 | 12.44 | +3.88 |
Dividends
Dividend History
Fidelity Stock Selector Small Cap Fund provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.30 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.30 | $0.30 | $1.01 | $0.08 | $0.04 | $3.73 | $0.43 | $0.54 | $4.47 | $2.65 | $0.43 | $1.63 |
Dividend yield | 0.60% | 0.72% | 2.71% | 0.23% | 0.12% | 10.85% | 1.40% | 2.13% | 22.39% | 10.02% | 1.63% | 7.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Stock Selector Small Cap 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $1.01 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.73 | $3.73 |
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 Stock Selector Small Cap 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 Stock Selector Small Cap Fund was 65.47%, occurring on Mar 9, 2009. Recovery took 994 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -65.47%Mar 2009 | 1y 7mo | 3y 11mo | 5y 7moJul 2007 - Feb 2013 |
1998 bear market1998 | -41.30%Oct 1998 | 5mo 18d | 1y 4mo | 1y 10moApr 1998 - Mar 2000 |
COVID crash2020 | -38.43%Mar 2020 | 1mo 8d | 6mo 19d | 7mo 27dFeb 2020 - Oct 2020 |
2003 bear market2003 | -31.95%Mar 2003 | 9mo 26d | 9mo 22d | 1y 7moMay 2002 - Dec 2003 |
Bear market2022 | -30.56%Jun 2022 | 7mo 10d | 1y 9mo | 2y 4moNov 2021 - Mar 2024 |
Drawdown Indicators
| FDSCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -56.78% | -8.69% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -9.10% | -0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -27.42% | -18.90% | -8.52% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -25.43% | -5.13% |
Max Drawdown (10Y)Largest decline over 10 years | -38.43% | -33.92% | -4.51% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -10.71% | -0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.03% | +0.57% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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