Fidelity Stock Selector Small Cap Fund (FDSCX)
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in stocks of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000 Index or the S&P SmallCap 600 Index). The adviser allocates its assets across different market sectors (at present, communication services, consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, and utilities), using different Fidelity managers.
Fund Info
Expense Ratio
FDSCX features an expense ratio of 0.90%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Stock Selector Small Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Stock Selector Small Cap Fund had a return of 11.89% year-to-date (YTD) and 13.35% in the last 12 months. Over the past 10 years, Fidelity Stock Selector Small Cap Fund had an annualized return of 5.25%, while the S&P 500 had an annualized return of 11.06%, indicating that Fidelity Stock Selector Small Cap Fund did not perform as well as the benchmark.
FDSCX
11.89%
-6.97%
5.24%
13.35%
7.97%
5.25%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of FDSCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.78% | 6.01% | 4.27% | -6.01% | 5.78% | -1.59% | 8.60% | -0.08% | 1.05% | -2.09% | 8.97% | 11.89% | |
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% | -6.31% | 12.40% |
2020 | -1.37% | -8.47% | -18.81% | 11.56% | 7.96% | 1.60% | 4.20% | 4.70% | -1.44% | 0.73% | 15.87% | 6.59% | 19.96% |
2019 | 10.56% | 4.98% | -0.04% | 3.06% | -6.61% | 7.80% | 1.12% | -2.96% | 0.34% | 3.34% | 4.58% | -0.02% | 28.05% |
2018 | 3.14% | -3.15% | 1.55% | -0.04% | 5.96% | -0.53% | 2.19% | 5.57% | -2.75% | -10.68% | 2.15% | -26.04% | -24.33% |
2017 | 0.65% | 2.24% | -1.11% | 0.79% | -2.23% | 1.68% | 0.86% | -0.52% | 5.15% | 1.95% | 2.09% | -9.37% | 1.47% |
2016 | -7.50% | -0.61% | 7.55% | 0.61% | 2.14% | -0.21% | 4.45% | 0.49% | 1.43% | -3.94% | 8.36% | 1.50% | 14.05% |
2015 | -2.07% | 5.92% | 1.56% | -1.50% | 2.89% | -0.49% | 0.27% | -5.82% | -4.60% | 5.38% | 3.33% | -3.42% | 0.65% |
2014 | -1.80% | 4.43% | -1.42% | -2.72% | -0.39% | 4.99% | -6.02% | 4.78% | -5.92% | 4.81% | 1.30% | -6.51% | -5.40% |
2013 | 6.52% | -0.05% | 5.19% | -0.04% | 2.98% | -0.47% | 7.33% | -3.15% | 5.59% | 1.30% | 4.10% | -1.85% | 30.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FDSCX is 52, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Stock Selector Small Cap Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.00 | $0.08 | $0.04 | $0.06 | $0.00 | $0.08 | $0.06 | $0.11 | $0.12 | $1.73 | $0.09 | $0.02 |
Dividend yield | 0.00% | 0.23% | 0.12% | 0.17% | 0.00% | 0.33% | 0.28% | 0.43% | 0.47% | 7.52% | 0.37% | 0.06% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
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 | $0.06 | $0.06 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2019 | $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 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.73 | $1.73 |
2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
2013 | $0.02 | $0.02 |
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.
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 69.56%, occurring on Mar 9, 2009. Recovery took 1097 trading sessions.
The current Fidelity Stock Selector Small Cap Fund drawdown is 11.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-69.56% | Jul 16, 2007 | 415 | Mar 9, 2009 | 1097 | Jul 18, 2013 | 1512 |
-46.52% | Sep 4, 2018 | 390 | Mar 23, 2020 | 188 | Dec 17, 2020 | 578 |
-43.45% | Apr 23, 1998 | 121 | Oct 8, 1998 | 368 | Mar 9, 2000 | 489 |
-37.44% | Nov 8, 2021 | 153 | Jun 16, 2022 | 586 | Oct 16, 2024 | 739 |
-35.76% | Jul 18, 2000 | 662 | Mar 12, 2003 | 219 | Jan 26, 2004 | 881 |
Volatility
Volatility Chart
The current Fidelity Stock Selector Small Cap Fund volatility is 6.51%, 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.