- ISIN
- US3159124029
- CUSIP
- 315912402
- Issuer
- Fidelity
- Inception Date
- Jun 22, 1995
- Category
- Large Cap Value Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
FLCSX Performance Chart
Fidelity Large Cap Stock Fund (FLCSX) is up 9.0% since the beginning of the year. FLCSX is currently trading at $67 per share. Investors who bought $1,000 worth of FLCSX shares 5 years ago would now be looking at an investment worth $2,156.
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Returns By Period
Fidelity Large Cap Stock Fund (FLCSX) has returned 8.97% so far this year and 28.99% over the past 12 months. Looking at the last ten years, FLCSX has achieved an annualized return of 15.54%, outperforming the S&P 500 Index benchmark, which averaged 13.67% per year.
Fidelity Large Cap Stock Fund
- 1D
- -1.07%
- 1M
- 1.54%
- YTD
- 8.97%
- 6M
- 11.08%
- 1Y
- 28.99%
- 3Y*
- 24.29%
- 5Y*
- 16.61%
- 10Y*
- 15.54%
Benchmark (S&P 500 Index)
- 1D
- 1.08%
- 1M
- 2.00%
- YTD
- 9.57%
- 6M
- 10.71%
- 1Y
- 25.41%
- 3Y*
- 19.37%
- 5Y*
- 12.48%
- 10Y*
- 13.67%
FLCSX Monthly Returns History
Based on dividend-adjusted daily data since Jun 22, 1995, FLCSX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2009 with a return of +17.4%, while the worst month was Oct 2008 at -20.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, FLCSX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.2%, while the worst single day was Mar 16, 2020 at -11.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.19% | 0.22% | -5.14% | 9.36% | 2.26% | -0.67% | 8.97% | ||||||
| 2025 | 4.29% | -1.50% | -4.89% | -0.32% | 8.55% | 6.44% | 3.19% | 1.80% | 2.78% | 1.76% | 0.91% | 2.19% | 27.49% |
| 2024 | 1.46% | 4.98% | 4.96% | -2.02% | 4.58% | 1.94% | 1.42% | 2.08% | 1.79% | 0.50% | 5.50% | -3.19% | 26.31% |
| 2023 | 8.01% | -2.24% | 0.91% | 2.35% | -1.64% | 6.08% | 4.47% | -2.16% | -3.18% | -3.21% | 8.18% | 4.75% | 23.51% |
| 2022 | 0.26% | -0.95% | 0.77% | -7.43% | 2.92% | -10.07% | 8.23% | -2.64% | -9.75% | 12.02% | 6.06% | -5.06% | -8.02% |
| 2021 | -0.43% | 6.96% | 5.30% | 4.45% | 2.75% | -0.13% | -0.22% | 1.36% | -3.08% | 5.96% | -3.95% | 4.92% | 25.80% |
Benchmark Metrics
Fidelity Large Cap Stock Fund has an annualized alpha of 1.14%, beta of 1.04, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since June 22, 1995.
- This fund captured 109.18% of S&P 500 Index gains and 102.75% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.04 and R2 of 0.94, 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
- 1.14%
- Beta
- 1.04
- R²
- 0.94
- Upside Capture
- 109.18%
- Downside Capture
- 102.75%
Expense Ratio
FLCSX has an expense ratio of 0.54%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FLCSX ranks 76 for risk / return — better than 76% 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 Large Cap Stock Fund (FLCSX) 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.
| FLCSX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.37 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 2.81 | +0.26 |
| Martin ratioReturn relative to average drawdown | 13.85 | 12.55 | +1.30 |
Dividends
Dividend History
Fidelity Large Cap Stock Fund provided a 9.07% dividend yield over the last twelve months, with an annual payout of $6.11 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.11 | $4.22 | $2.32 | $1.28 | $1.16 | $1.98 | $1.38 | $1.82 | $2.06 | $1.09 | $1.06 | $1.19 |
Dividend yield | 9.07% | 6.50% | 4.26% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 7.63% | 3.25% | 3.61% | 4.55% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Large Cap Stock 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 | $3.28 | $3.28 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 | $0.00 | $0.00 | $0.00 | $0.00 | $2.73 | $0.10 | $4.22 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $2.32 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 | $1.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $1.16 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $1.98 |
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 Large Cap Stock 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 Large Cap Stock Fund was 63.67%, occurring on Mar 9, 2009. Recovery took 888 trading sessions.
The current Fidelity Large Cap Stock Fund drawdown is 1.25%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -63.67%Mar 2009 | 8y 11mo | 3y 6mo | 12y 5moMar 2000 - Sep 2012 |
COVID crash2020 | -37.11%Mar 2020 | 2mo 2d | 7mo 28d | 10moJan 2020 - Nov 2020 |
Rate-hike selloffLate 2018 | -24.47%Dec 2018 | 10mo 29d | 10mo 15d | 1y 9moJan 2018 - Nov 2019 |
2016 bear market2016 | -22.14%Feb 2016 | 8mo 28d | 7mo | 1y 3moMay 2015 - Sep 2016 |
Bear market2022 | -21.69%Sep 2022 | 8mo 20d | 8mo 18d | 1y 5moJan 2022 - Jun 2023 |
Drawdown Indicators
| FLCSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.67% | -56.78% | -6.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -9.10% | -0.45% |
Max Drawdown (3Y)Largest decline over 3 years | -18.82% | -18.90% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -25.43% | +3.74% |
Max Drawdown (10Y)Largest decline over 10 years | -37.11% | -33.92% | -3.19% |
Current DrawdownCurrent decline from peak | -1.25% | -1.43% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -13.80% | -10.71% | -3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 2.03% | +0.08% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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