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CUSIP
315920116
Issuer
Fidelity
Inception Date
Jul 17, 2025
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

FICQX Performance Chart

Fidelity International Capital Appreciation Fund (FICQX) is up 13.9% since the beginning of the year. FICQX is currently trading at $41 per share.


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S&P 500 Index

Returns By Period


Fidelity International Capital Appreciation Fund

1D
2.49%
1M
7.93%
YTD
13.94%
6M
13.78%
1Y
3Y*
5Y*
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FICQX Monthly Returns History

Based on dividend-adjusted daily data since Aug 26, 2025, FICQX's average daily return is +0.07%, while the average monthly return is +1.35%. At this rate, an investment would double in approximately 4.3 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +10.3%, while the worst month was Mar 2026 at -9.9%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.

On a daily basis, FICQX closed higher 54% of trading days. The best single day was Apr 8, 2026 with a return of +5.1%, while the worst single day was Jun 5, 2026 at -4.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.62%0.88%-9.86%10.30%3.55%4.87%13.94%
2025-0.72%1.43%-0.05%-2.45%2.23%0.38%

Benchmark Metrics

Fidelity International Capital Appreciation Fund has an annualized alpha of -7.26%, beta of 1.33, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since August 26, 2025.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (67.06%) than losses (37.79%) - typical of diversified or defensive assets.
  • This fund had an annualized alpha of -7.26% versus S&P 500 Index - delivering less than market exposure alone would predict.

Alpha
-7.26%
Beta
1.33
0.75
Upside Capture
67.06%
Downside Capture
37.79%

Expense Ratio

FICQX has an expense ratio of 0.81%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity International Capital Appreciation Fund (FICQX) 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.


FICQXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.37

Calmar ratioReturn relative to maximum drawdown

2.78

Martin ratioReturn relative to average drawdown

12.44

Dividends

Dividend History

Fidelity International Capital Appreciation Fund provided a 5.25% dividend yield over the last twelve months, with an annual payout of $2.14 per share.


5.98%$0.00$0.50$1.00$1.50$2.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$2.14$2.14

Dividend yield

5.25%5.98%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity International Capital Appreciation Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.01$0.00$0.00$2.13$2.14

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 International Capital Appreciation 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 International Capital Appreciation Fund was 14.45%, occurring on Mar 30, 2026. Recovery took 26 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2026 correction2026
-14.45%Mar 2026
2mo 1d1mo 7d
3mo 8dJan 2026 - May 2026
2025 pullback2025
-6.96%Nov 2025
1mo 14d1mo 16d
3moOct 2025 - Jan 2026
2026 pullback2026
-6.43%Jun 2026
7d5d
12dJun 2026 - Jun 2026
2026 pullback2026
-5.82%May 2026
12d13d
25dMay 2026 - Jun 2026
2025 pullback2025
-1.93%Sep 2025
6d6d
12dAug 2025 - Sep 2025

Drawdown Indicators


FICQXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-14.45%

-56.78%

+42.33%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-2.81%

-10.71%

+7.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FICQX

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