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Fidelity Low-Priced Stock K6 Fund (FLKSX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163458348

CUSIP

316345834

Inception Date

May 26, 2017

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Value

Expense Ratio

FLKSX has an expense ratio of 0.50%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

Fidelity Low-Priced Stock K6 Fund (FLKSX) returned 2.53% year-to-date (YTD) and 2.66% over the past 12 months.


FLKSX

YTD

2.53%

1M

5.34%

6M

-3.32%

1Y

2.66%

3Y*

7.51%

5Y*

14.10%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of FLKSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.94%-2.13%-2.17%-1.25%5.34%2.53%
2024-0.80%4.29%4.69%-3.31%3.87%-2.26%5.12%0.18%0.36%-3.26%5.15%-5.71%7.77%
20235.27%-2.37%-1.52%1.20%-3.68%5.84%3.82%-2.04%-2.37%-2.79%6.56%6.97%14.87%
2022-2.54%-0.53%1.01%-4.06%3.12%-10.09%6.06%-1.90%-7.66%9.78%6.28%-2.87%-5.16%
20211.77%4.62%7.09%3.38%2.55%-1.08%-0.06%1.10%-2.58%2.79%-2.64%5.90%24.70%
2020-4.30%-8.65%-16.57%11.80%4.06%1.46%4.04%4.62%-1.16%-1.44%13.29%5.71%9.32%
20198.17%2.33%-0.46%2.29%-5.55%5.02%0.99%-4.56%3.62%3.04%4.82%3.77%25.16%
20184.28%-4.19%-0.89%2.34%-0.70%0.71%1.32%0.87%0.32%-6.22%0.83%-8.66%-10.27%
20170.70%1.69%0.20%3.41%1.32%3.26%1.72%12.93%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FLKSX is 17, meaning it’s performing worse than 83% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FLKSX is 1717
Overall Rank
The Sharpe Ratio Rank of FLKSX is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of FLKSX is 1717
Sortino Ratio Rank
The Omega Ratio Rank of FLKSX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of FLKSX is 1919
Calmar Ratio Rank
The Martin Ratio Rank of FLKSX is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Low-Priced Stock K6 Fund Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 0.15
  • 5-Year: 0.91
  • All Time: 0.57

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Low-Priced Stock K6 Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Fidelity Low-Priced Stock K6 Fund provided a 10.83% dividend yield over the last twelve months, with an annual payout of $1.62 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.5020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$1.62$1.62$1.01$0.49$0.82$0.19$0.30$0.24$0.07

Dividend yield

10.83%11.10%6.70%3.47%5.34%1.47%2.47%2.39%0.63%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Low-Priced Stock K6 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.20$0.00$0.00$0.42$1.62
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.61$0.00$0.00$0.40$1.01
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.41$0.00$0.00$0.08$0.49
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.25$0.82
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.07$0.19
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.00$0.00$0.10$0.30
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.14$0.24
2017$0.07$0.07

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 Low-Priced Stock K6 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 Low-Priced Stock K6 Fund was 36.70%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.

The current Fidelity Low-Priced Stock K6 Fund drawdown is 3.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.7%Jan 21, 202044Mar 23, 2020162Nov 10, 2020206
-19.68%Jan 29, 2018229Dec 24, 2018226Nov 15, 2019455
-17.82%Jan 5, 2022182Sep 26, 2022202Jul 18, 2023384
-17.57%Dec 2, 202487Apr 8, 2025
-8.27%Aug 1, 202363Oct 27, 202324Dec 1, 202387
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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