Fidelity Mid-Cap Stock Fund (FMCSX)

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

Fidelity Mid-Cap Stock Fund (FMCSX) has returned 1.46% so far this year and 20.42% over the past 12 months. Over the last ten years, FMCSX has had an annualized return of 11.64%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Mar 29, 1994, FMCSX's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, your investment would double in approximately 5.6 years.

Historically, 62% of months were positive and 38% were negative. The best month was Feb 2000 with a return of +28.3%, while the worst month was Oct 2008 at -24.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FMCSX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.8%, while the worst single day was Mar 16, 2020 at -12.3%.

Fidelity Mid-Cap Stock Fund has an annualized alpha of 3.18%, beta of 0.96, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since March 30, 1994.

• This fund captured 110.11% of S&P 500 Index gains but only 98.05% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 3.18% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.96 and R² of 0.79, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FMCSX has an expense ratio of 0.85%, placing it in the medium range.

FMCSX 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.

The table below present risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Mid-Cap Stock Fund provided a 1.81% dividend yield over the last twelve months, with an annual payout of $0.85 per share.

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

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.

The table below displays the maximum drawdowns of the Fidelity Mid-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 Mid-Cap Stock Fund was 62.19%, occurring on Nov 20, 2008. Recovery took 613 trading sessions.

The current Fidelity Mid-Cap Stock Fund drawdown is 8.55%.

The chart below shows the rolling one-month volatility.