Fidelity Leveraged Company Stock Fund (FLVCX)
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures). The fund potentially invests in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds) and invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
Fund Info
US3163898733
316389873
Dec 19, 2000
$0
Large-Cap
Blend
Expense Ratio
FLVCX has an expense ratio of 0.74%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Leveraged Company Stock Fund (FLVCX) returned 1.12% year-to-date (YTD) and 9.40% over the past 12 months. Over the past 10 years, FLVCX returned 9.97% annually, underperforming the S&P 500 benchmark at 10.82%.
FLVCX
1.12%
11.92%
-3.86%
9.40%
13.18%
17.52%
9.97%
^GSPC (Benchmark)
0.12%
6.51%
-1.84%
10.98%
12.30%
14.10%
10.82%
Monthly Returns
The table below presents the monthly returns of FLVCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.02% | -6.37% | -9.41% | 1.67% | 11.66% | 1.12% | |||||||
| 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% |
| 2020 | -1.39% | -8.97% | -22.50% | 17.29% | 8.92% | 2.26% | 4.78% | 10.52% | -0.57% | -3.24% | 17.16% | 6.84% | 26.74% |
| 2019 | 13.87% | 4.33% | 0.18% | 5.19% | -7.41% | 5.37% | 2.36% | -3.71% | 0.45% | 3.18% | 4.65% | 3.85% | 35.60% |
| 2018 | 5.62% | -3.76% | -2.21% | 0.03% | 4.81% | -1.81% | 0.20% | 2.24% | -1.54% | -11.54% | 1.62% | -9.94% | -16.43% |
| 2017 | 4.08% | 2.31% | 0.87% | 0.39% | 0.53% | -0.06% | 3.27% | -0.35% | 2.66% | 2.71% | 0.65% | 2.30% | 21.06% |
| 2016 | -9.77% | -0.56% | 8.85% | 3.27% | 1.19% | -4.45% | 4.69% | 1.70% | -0.87% | -2.16% | 5.51% | 0.91% | 7.20% |
| 2015 | -3.51% | 7.43% | 0.49% | 1.46% | 0.94% | -1.26% | -1.76% | -6.59% | -4.94% | 7.21% | 0.75% | -5.11% | -5.81% |
| 2014 | -2.96% | 3.74% | 0.87% | 0.52% | 2.20% | 2.73% | -1.12% | 4.52% | -5.27% | -0.40% | -0.09% | 1.14% | 5.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FLVCX is 33, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity Leveraged Company Stock Fund provided a 14.37% dividend yield over the last twelve months, with an annual payout of $5.56 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.56 | $5.56 | $4.25 | $5.77 | $4.00 | $0.04 | $0.03 | $4.77 | $6.38 | $9.15 | $2.86 | $0.34 |
Dividend yield | 14.37% | 14.53% | 12.19% | 18.49% | 8.40% | 0.11% | 0.10% | 19.91% | 19.08% | 27.48% | 7.18% | 0.76% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.01 | $0.04 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.74 | $0.00 | $0.00 | $1.03 | $4.77 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.15 | $0.00 | $0.00 | $1.23 | $6.38 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.56 | $0.00 | $0.00 | $6.59 | $9.15 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.86 | $0.00 | $0.00 | $1.00 | $2.86 |
| 2014 | $0.16 | $0.00 | $0.00 | $0.18 | $0.34 |
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 70.03%, occurring on Mar 9, 2009. Recovery took 979 trading sessions.
The current Fidelity Leveraged Company Stock Fund drawdown is 8.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.03% | Jun 6, 2008 | 189 | Mar 9, 2009 | 979 | Jan 29, 2013 | 1168 |
| -44.14% | Feb 20, 2020 | 20 | Mar 18, 2020 | 114 | Aug 28, 2020 | 134 |
| -38.84% | May 22, 2001 | 290 | Jul 23, 2002 | 188 | Apr 22, 2003 | 478 |
| -28.54% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -28.18% | Jun 24, 2015 | 161 | Feb 11, 2016 | 254 | Feb 14, 2017 | 415 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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