- ISIN
- US3161284043
- CUSIP
- 316128404
- Issuer
- Fidelity
- Inception Date
- Mar 29, 1994
- Category
- Mid Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FMCSX Performance Chart
Fidelity Mid-Cap Stock Fund (FMCSX) is up 19.9% since the beginning of the year. FMCSX is currently trading at $53 per share. Investors who bought $1,000 worth of FMCSX shares 5 years ago would now be looking at an investment worth $1,755.
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Returns By Period
Fidelity Mid-Cap Stock Fund (FMCSX) has returned 19.85% so far this year and 34.40% over the past 12 months. Over the last ten years, FMCSX has returned 13.10% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Mid-Cap Stock Fund
- 1D
- 0.72%
- 1M
- 4.53%
- YTD
- 19.85%
- 6M
- 17.25%
- 1Y
- 34.40%
- 3Y*
- 18.42%
- 5Y*
- 11.91%
- 10Y*
- 13.10%
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%
FMCSX Monthly Returns History
Based on dividend-adjusted daily data since Mar 29, 1994, FMCSX's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 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 54% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.40% | 6.27% | -4.76% | 8.21% | 2.34% | 3.43% | 19.85% | ||||||
| 2025 | 4.55% | -4.72% | -5.45% | -0.55% | 5.64% | 3.94% | 1.93% | 2.20% | 1.16% | -0.07% | 2.28% | 0.90% | 11.80% |
| 2024 | -0.54% | 4.96% | 4.14% | -5.43% | 3.38% | -2.34% | 5.58% | 1.93% | 2.08% | -1.10% | 8.74% | -6.59% | 14.55% |
| 2023 | 7.02% | -2.67% | -2.79% | 0.34% | -4.89% | 7.88% | 3.90% | -2.35% | -3.82% | -5.32% | 7.53% | 7.18% | 11.02% |
| 2022 | -3.77% | 2.17% | 1.78% | -5.85% | 2.11% | -9.70% | 8.59% | -2.34% | -7.34% | 9.55% | 4.64% | -4.35% | -6.40% |
| 2021 | -0.38% | 8.64% | 6.14% | 4.29% | 2.00% | -1.71% | -0.12% | 2.17% | -2.62% | 4.74% | -3.34% | 6.45% | 28.64% |
Benchmark Metrics
Fidelity Mid-Cap Stock Fund has an annualized alpha of 3.23%, beta of 0.96, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since March 29, 1994.
- This fund captured 109.21% of S&P 500 Index gains but only 97.09% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 3.23% 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.
- Alpha
- 3.23%
- Beta
- 0.96
- R²
- 0.79
- Upside Capture
- 109.21%
- Downside Capture
- 97.09%
Expense Ratio
FMCSX has an expense ratio of 0.85%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FMCSX ranks 71 for risk / return — better than 71% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) 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.
| FMCSX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.05 | 2.78 | +1.26 |
| Martin ratioReturn relative to average drawdown | 15.54 | 12.44 | +3.10 |
Dividends
Dividend History
Fidelity Mid-Cap Stock Fund provided a 5.17% dividend yield over the last twelve months, with an annual payout of $2.74 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.74 | $0.85 | $3.79 | $1.05 | $2.04 | $5.40 | $2.50 | $2.37 | $5.63 | $2.55 | $2.86 | $4.64 |
Dividend yield | 5.17% | 1.83% | 8.94% | 2.60% | 5.44% | 12.80% | 6.72% | 6.63% | 18.48% | 6.66% | 8.25% | 14.18% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.58 | $2.58 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.85 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.55 | $3.79 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $1.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $2.04 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.13 | $5.40 |
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 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 0.69%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -62.19%Nov 2008 | 1y 4mo | 2y 5mo | 3y 9moJul 2007 - Apr 2011 |
Dot-com crash2000–2002 | -47.96%Oct 2002 | 2y 7mo | 3y 1mo | 5y 8moMar 2000 - Nov 2005 |
COVID crash2020 | -40.55%Mar 2020 | 1mo 1d | 7mo 22d | 8mo 23dFeb 2020 - Nov 2020 |
1998 bear market1998 | -30.03%Oct 1998 | 2mo 20d | 6mo 2d | 8mo 22dJul 1998 - Apr 1999 |
2011 bear market2011 | -22.41%Oct 2011 | 5mo 4d | 5mo | 10mo 4dMay 2011 - Mar 2012 |
Drawdown Indicators
| FMCSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.19% | -56.78% | -5.41% |
Max Drawdown (1Y)Largest decline over 1 year | -8.55% | -9.10% | +0.55% |
Max Drawdown (3Y)Largest decline over 3 years | -22.33% | -18.90% | -3.43% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -25.43% | +3.10% |
Max Drawdown (10Y)Largest decline over 10 years | -40.55% | -33.92% | -6.63% |
Current DrawdownCurrent decline from peak | -0.69% | -1.80% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -9.34% | -10.71% | +1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 2.03% | +0.19% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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