- ISIN
- US3159127907
- Issuer
- Fidelity
- Inception Date
- May 9, 2008
- Category
- Mid Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FKMCX Performance Chart
Fidelity Mid-Cap Stock Fund Class K (FKMCX) is up 20.1% since the beginning of the year. FKMCX is currently trading at $53 per share. Investors who bought $1,000 worth of FKMCX shares 5 years ago would now be looking at an investment worth $1,726.
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Returns By Period
Fidelity Mid-Cap Stock Fund Class K (FKMCX) has returned 20.09% so far this year and 33.40% over the past 12 months. Over the last ten years, FKMCX has had an annualized return of 13.09%, just under the S&P 500 Index benchmark’s 13.71%.
Fidelity Mid-Cap Stock Fund Class K
- 1D
- 0.17%
- 1M
- 4.72%
- YTD
- 20.09%
- 6M
- 17.79%
- 1Y
- 33.40%
- 3Y*
- 19.39%
- 5Y*
- 11.54%
- 10Y*
- 13.09%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
FKMCX Monthly Returns History
Based on dividend-adjusted daily data since May 9, 2008, FKMCX's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +13.3%, while the worst month was Oct 2008 at -24.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.
On a daily basis, FKMCX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.8%, while the worst single day was Mar 16, 2020 at -12.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.41% | 6.25% | -4.73% | 8.20% | 2.33% | 3.61% | 20.09% | ||||||
| 2025 | 4.57% | -4.73% | -5.43% | -0.55% | 5.65% | 3.94% | 1.93% | 2.19% | 1.18% | -0.07% | 2.30% | 0.91% | 11.87% |
| 2024 | -0.52% | 4.96% | 4.16% | -5.44% | 3.40% | -2.32% | 5.57% | 1.95% | 2.07% | -1.10% | 8.75% | -6.58% | 14.65% |
| 2023 | 7.01% | -2.64% | -2.79% | 0.32% | -4.86% | 7.90% | 3.90% | -2.35% | -3.82% | -5.31% | 7.55% | 7.19% | 11.11% |
| 2022 | -3.77% | 2.19% | 1.78% | -5.85% | 2.14% | -9.68% | 8.61% | -2.34% | -7.36% | 9.57% | 4.63% | -4.32% | -6.30% |
| 2021 | -0.38% | 8.64% | 6.16% | 4.28% | 2.02% | -1.73% | -0.12% | 2.20% | -2.60% | 4.73% | -3.34% | 6.45% | 28.72% |
Benchmark Metrics
Fidelity Mid-Cap Stock Fund Class K has an annualized alpha of 1.05%, beta of 0.99, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since May 09, 2008.
- With beta of 0.99 and R2 of 0.84, 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
- 1.05%
- Beta
- 0.99
- R²
- 0.84
- Upside Capture
- 104.42%
- Downside Capture
- 101.58%
Expense Ratio
FKMCX has an expense ratio of 0.76%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FKMCX ranks 71 for risk / return — better than 71% 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 Mid-Cap Stock Fund Class K (FKMCX) 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.
| FKMCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.32 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.10 | 2.46 | +1.64 |
| Martin ratioReturn relative to average drawdown | 15.73 | 10.92 | +4.81 |
Dividends
Dividend History
Fidelity Mid-Cap Stock Fund Class K provided a 5.18% dividend yield over the last twelve months, with an annual payout of $2.76 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.76 | $0.86 | $3.79 | $1.09 | $2.06 | $5.43 | $2.53 | $2.41 | $4.12 | $2.55 | $2.90 | $4.67 |
Dividend yield | 5.18% | 1.85% | 8.91% | 2.69% | 5.49% | 12.87% | 6.82% | 6.73% | 13.52% | 6.66% | 8.36% | 14.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Mid-Cap Stock Fund Class K. 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 | $2.59 | $2.59 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.86 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.54 | $3.79 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.97 | $1.09 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $2.06 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.16 | $5.43 |
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 Mid-Cap Stock Fund Class K. 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 Mid-Cap Stock Fund Class K was 59.55%, occurring on Nov 20, 2008. Recovery took 539 trading sessions.
The current Fidelity Mid-Cap Stock Fund Class K drawdown is 0.52%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -59.55%Nov 2008 | 5mo 17d | 2y 1mo | 2y 7moJun 2008 - Jan 2011 |
COVID crash2020 | -40.56%Mar 2020 | 1mo 1d | 7mo 22d | 8mo 23dFeb 2020 - Nov 2020 |
2011 bear market2011 | -22.36%Oct 2011 | 5mo 4d | 5mo | 10mo 4dMay 2011 - Mar 2012 |
2025 selloff2025 | -22.31%Apr 2025 | 4mo 13d | 4mo 22d | 9mo 5dNov 2024 - Aug 2025 |
2016 bear market2016 | -20.81%Feb 2016 | 8mo 28d | 6mo 3d | 1y 2moMay 2015 - Aug 2016 |
Drawdown Indicators
| FKMCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.55% | -56.78% | -2.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.55% | -9.10% | +0.55% |
Max Drawdown (3Y)Largest decline over 3 years | -22.31% | -18.90% | -3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -22.31% | -25.43% | +3.12% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -33.92% | -6.64% |
Current DrawdownCurrent decline from peak | -0.52% | -3.21% | +2.69% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -10.71% | +3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 2.04% | +0.18% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with FKMCX
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