- ISIN
- US3163898733
- CUSIP
- 316389873
- Issuer
- Fidelity
- Inception Date
- Dec 19, 2000
- Category
- Large Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FLVCX Performance Chart
Fidelity Leveraged Company Stock Fund (FLVCX) is up 25.2% since the beginning of the year. FLVCX is currently trading at $55 per share. Investors who bought $1,000 worth of FLVCX shares 5 years ago would now be looking at an investment worth $2,055.
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Returns By Period
Fidelity Leveraged Company Stock Fund (FLVCX) has returned 25.19% so far this year and 44.17% over the past 12 months. Looking at the last ten years, FLVCX has achieved an annualized return of 15.91%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Fidelity Leveraged Company Stock Fund
- 1D
- 2.75%
- 1M
- 7.71%
- YTD
- 25.19%
- 6M
- 23.95%
- 1Y
- 44.17%
- 3Y*
- 28.46%
- 5Y*
- 15.49%
- 10Y*
- 15.91%
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%
FLVCX Monthly Returns History
Based on dividend-adjusted daily data since Dec 19, 2000, FLVCX's average daily return is +0.06%, while the average monthly return is +1.26%. At this rate, an investment would double in approximately 4.6 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +23.7%, while the worst month was Oct 2008 at -26.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, FLVCX closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +15.9%, while the worst single day was Mar 16, 2020 at -15.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.30% | 1.67% | -7.65% | 17.36% | 5.34% | 4.40% | 25.19% | ||||||
| 2025 | 5.02% | -6.37% | -9.41% | 1.67% | 11.40% | 9.48% | 5.14% | -0.52% | 4.03% | 2.66% | -2.18% | -0.29% | 20.34% |
| 2024 | 1.29% | 8.69% | 4.74% | -5.12% | 5.58% | 0.70% | 0.79% | 0.91% | 4.73% | -0.03% | 8.56% | -5.59% | 26.95% |
| 2023 | 8.88% | -1.21% | -0.24% | -0.84% | -1.17% | 10.48% | 4.44% | -2.22% | -4.90% | -4.43% | 10.50% | 5.82% | 26.10% |
| 2022 | -7.85% | -1.96% | 2.32% | -8.75% | 0.92% | -12.04% | 11.19% | -2.98% | -9.58% | 7.92% | 5.56% | -7.45% | -22.99% |
| 2021 | -0.10% | 7.32% | 2.18% | 5.34% | 0.84% | 1.42% | -0.17% | 3.87% | -3.69% | 5.31% | -2.39% | 4.06% | 26.08% |
Benchmark Metrics
Fidelity Leveraged Company Stock Fund has an annualized alpha of 5.72%, beta of 1.16, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since December 19, 2000.
- This fund captured 153.18% of S&P 500 Index gains and 117.70% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 5.72% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 5.72%
- Beta
- 1.16
- R²
- 0.82
- Upside Capture
- 153.18%
- Downside Capture
- 117.70%
Expense Ratio
FLVCX has an expense ratio of 0.74%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FLVCX ranks 58 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) 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.
| FLVCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.37 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 2.78 | +0.60 |
| Martin ratioReturn relative to average drawdown | 12.30 | 12.44 | -0.14 |
Dividends
Dividend History
Fidelity Leveraged Company Stock Fund provided a 3.77% dividend yield over the last twelve months, with an annual payout of $2.08 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.08 | $2.08 | $5.56 | $4.25 | $5.77 | $4.00 | $0.04 | $0.03 | $4.77 | $6.35 | $9.15 | $2.46 |
Dividend yield | 3.77% | 4.72% | 14.53% | 12.19% | 18.49% | 8.40% | 0.11% | 0.10% | 19.91% | 18.96% | 27.48% | 6.18% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Leveraged Company 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 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.00 | $0.00 | $1.19 | $2.08 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.43 | $0.00 | $0.00 | $1.13 | $5.56 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.05 | $0.00 | $0.00 | $1.21 | $4.25 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.62 | $0.00 | $0.00 | $1.15 | $5.77 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.37 | $0.00 | $0.00 | $1.63 | $4.00 |
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 Leveraged Company 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 Leveraged Company Stock Fund was 70.02%, occurring on Mar 9, 2009. Recovery took 980 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -70.02%Mar 2009 | 9mo 6d | 3y 10mo | 4y 7moJun 2008 - Jan 2013 |
COVID crash2020 | -44.14%Mar 2020 | 27d | 5mo 13d | 6mo 10dFeb 2020 - Aug 2020 |
Dot-com crash2000–2002 | -38.87%Jul 2002 | 1y 2mo | 9mo 3d | 1y 11moMay 2001 - Apr 2003 |
2016 bear market2016 | -29.02%Feb 2016 | 7mo 22d | 1y 19d | 1y 8moJun 2015 - Mar 2017 |
2025 selloff2025 | -28.54%Apr 2025 | 2mo 14d | 2mo 20d | 5mo 4dJan 2025 - Jun 2025 |
Drawdown Indicators
| FLVCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -56.78% | -13.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.06% | -9.10% | -3.96% |
Max Drawdown (3Y)Largest decline over 3 years | -28.54% | -18.90% | -9.64% |
Max Drawdown (5Y)Largest decline over 5 years | -28.54% | -25.43% | -3.11% |
Max Drawdown (10Y)Largest decline over 10 years | -44.14% | -33.92% | -10.22% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -10.98% | -10.71% | -0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.03% | +1.56% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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