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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.


Expense ratio chart for FLKSX: current value is 0.50%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FLKSX: 0.50%

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

The chart shows the growth of an initial investment of $10,000 in Fidelity Low-Priced Stock K6 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%5.00%NovemberDecember2025FebruaryMarchApril
-9.89%
-6.16%
FLKSX (Fidelity Low-Priced Stock K6 Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Low-Priced Stock K6 Fund had a return of -6.29% year-to-date (YTD) and -5.89% in the last 12 months.


FLKSX

YTD

-6.29%

1M

-4.26%

6M

-9.25%

1Y

-5.89%

5Y*

14.05%

10Y*

N/A

^GSPC (Benchmark)

YTD

-7.22%

1M

-2.81%

6M

-5.79%

1Y

4.74%

5Y*

14.41%

10Y*

10.03%

*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%-4.93%-6.29%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FLKSX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FLKSX is 3737
Overall Rank
The Sharpe Ratio Rank of FLKSX is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of FLKSX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of FLKSX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of FLKSX is 3232
Calmar Ratio Rank
The Martin Ratio Rank of FLKSX is 3333
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 chart of Sharpe ratio for FLKSX, currently valued at -0.36, compared to the broader market-1.000.001.002.003.00
FLKSX: -0.36
^GSPC: 0.26
The chart of Sortino ratio for FLKSX, currently valued at -0.40, compared to the broader market-2.000.002.004.006.008.00
FLKSX: -0.40
^GSPC: 0.50
The chart of Omega ratio for FLKSX, currently valued at 0.95, compared to the broader market0.501.001.502.002.503.00
FLKSX: 0.95
^GSPC: 1.07
The chart of Calmar ratio for FLKSX, currently valued at -0.34, compared to the broader market0.002.004.006.008.0010.00
FLKSX: -0.34
^GSPC: 0.26
The chart of Martin ratio for FLKSX, currently valued at -1.47, compared to the broader market0.0010.0020.0030.0040.0050.00
FLKSX: -1.47
^GSPC: 1.29

The current Fidelity Low-Priced Stock K6 Fund Sharpe ratio is -0.36. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Low-Priced Stock K6 Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.36
0.26
FLKSX (Fidelity Low-Priced Stock K6 Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Low-Priced Stock K6 Fund provided a 2.61% dividend yield over the last twelve months, with an annual payout of $0.36 per share. The fund has been increasing its distributions for 4 consecutive years.


0.50%1.00%1.50%2.00%2.50%$0.00$0.10$0.20$0.30$0.4020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.36$0.36$0.29$0.22$0.20$0.19$0.22$0.17$0.06

Dividend yield

2.61%2.44%1.90%1.56%1.27%1.47%1.84%1.76%0.53%

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
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.11$0.36
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.07$0.29
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.08$0.22
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.09$0.20
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$0.12$0.00$0.00$0.10$0.22
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.09$0.17
2017$0.06$0.06

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-11.64%
-11.19%
FLKSX (Fidelity Low-Priced Stock K6 Fund)
Benchmark (^GSPC)

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 11.64%.


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

Volatility

Volatility Chart

The current Fidelity Low-Priced Stock K6 Fund volatility is 11.09%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
11.09%
13.21%
FLKSX (Fidelity Low-Priced Stock K6 Fund)
Benchmark (^GSPC)