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Fidelity Mid-Cap Stock Fund (FMCSX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3161284043

CUSIP

316128404

Issuer

Fidelity

Inception Date

Mar 29, 1994

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

FMCSX features an expense ratio of 0.85%, falling within the medium range.


Expense ratio chart for FMCSX: current value at 0.85% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.85%

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.


Popular comparisons:
FMCSX vs. VO FMCSX vs. FLPSX FMCSX vs. FDVLX FMCSX vs. VIMAX FMCSX vs. FSMAX FMCSX vs. FLCSX FMCSX vs. VSPMX FMCSX vs. VOO FMCSX vs. DIA FMCSX vs. FITLX
Popular comparisons:
FMCSX vs. VO FMCSX vs. FLPSX FMCSX vs. FDVLX FMCSX vs. VIMAX FMCSX vs. FSMAX FMCSX vs. FLCSX FMCSX vs. VSPMX FMCSX vs. VOO FMCSX vs. DIA FMCSX vs. FITLX

Performance

Performance Chart

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.


1,000.00%1,100.00%1,200.00%1,300.00%1,400.00%1,500.00%JulyAugustSeptemberOctoberNovemberDecember
1,325.71%
1,195.34%
FMCSX (Fidelity Mid-Cap Stock Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Mid-Cap Stock Fund had a return of 5.61% year-to-date (YTD) and 6.11% in the last 12 months. Over the past 10 years, Fidelity Mid-Cap Stock Fund had an annualized return of 2.63%, while the S&P 500 had an annualized return of 11.06%, indicating that Fidelity Mid-Cap Stock Fund did not perform as well as the benchmark.


FMCSX

YTD

5.61%

1M

-5.93%

6M

7.18%

1Y

6.11%

5Y*

4.50%

10Y*

2.63%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of FMCSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.54%4.96%4.14%-5.43%3.38%-7.34%5.58%1.93%2.08%-1.10%8.74%5.61%
20237.02%-2.67%-2.79%0.34%-4.89%7.88%3.90%-2.35%-3.82%-5.32%7.53%5.40%9.18%
2022-3.77%2.17%1.78%-5.85%2.11%-13.63%8.59%-2.34%-7.34%9.55%4.64%-4.43%-10.55%
2021-0.38%8.64%6.14%4.29%2.00%-8.74%-0.12%2.17%-2.62%4.74%-3.34%2.33%14.80%
2020-1.06%-7.88%-21.59%13.26%5.63%-1.21%5.47%3.55%-2.15%0.59%13.26%2.14%5.02%
20198.53%2.78%0.53%3.28%-3.85%4.04%1.08%-2.44%1.64%1.44%3.10%-2.41%18.51%
20183.98%-4.15%0.26%0.50%2.35%-3.28%2.34%2.75%-0.08%-7.32%1.62%-18.31%-19.63%
20171.62%2.79%0.30%0.97%0.68%-0.90%1.97%-0.40%2.99%2.04%2.05%-3.44%11.01%
2016-6.20%0.65%8.06%2.04%2.03%-5.79%3.89%1.80%-0.23%-2.00%3.67%-0.64%6.56%
2015-1.59%5.37%0.68%0.08%0.87%0.02%-0.05%-4.39%-4.39%5.48%0.75%-8.87%-6.73%
2014-1.27%5.67%-0.32%-2.02%1.66%3.86%-3.65%3.95%-4.00%2.59%1.36%0.43%8.03%
20136.26%1.99%4.40%1.32%2.17%-0.66%6.64%-2.02%5.57%2.28%2.07%4.03%39.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FMCSX 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 FMCSX is 3737
Overall Rank
The Sharpe Ratio Rank of FMCSX is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of FMCSX is 3333
Sortino Ratio Rank
The Omega Ratio Rank of FMCSX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of FMCSX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of FMCSX is 3131
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 Mid-Cap Stock Fund (FMCSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FMCSX, currently valued at 0.48, compared to the broader market-1.000.001.002.003.004.000.482.10
The chart of Sortino ratio for FMCSX, currently valued at 0.71, compared to the broader market-2.000.002.004.006.008.0010.000.712.80
The chart of Omega ratio for FMCSX, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.003.501.101.39
The chart of Calmar ratio for FMCSX, currently valued at 0.63, compared to the broader market0.002.004.006.008.0010.0012.0014.000.633.09
The chart of Martin ratio for FMCSX, currently valued at 1.73, compared to the broader market0.0020.0040.0060.001.7313.49
FMCSX
^GSPC

The current Fidelity Mid-Cap Stock Fund Sharpe ratio is 0.48. 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 Mid-Cap Stock 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 Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.48
2.10
FMCSX (Fidelity Mid-Cap Stock Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Mid-Cap Stock Fund provided a 0.22% dividend yield over the last twelve months, with an annual payout of $0.09 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.09$0.37$0.27$0.48$0.42$0.35$0.29$0.22$0.27$3.23$3.95$1.30

Dividend yield

0.22%0.92%0.73%1.15%1.14%0.98%0.94%0.57%0.77%9.86%10.28%3.30%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.00$0.09
2023$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.26$0.37
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27$0.27
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.48$0.48
2020$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.38$0.42
2019$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.27$0.35
2018$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.25$0.29
2017$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.19$0.22
2016$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.18$0.27
2015$0.00$0.00$0.00$0.00$0.00$3.07$0.00$0.00$0.00$0.00$0.00$0.16$3.23
2014$0.00$0.00$0.00$0.00$0.00$2.84$0.00$0.00$0.00$0.00$0.00$1.11$3.95
2013$0.31$0.00$0.00$0.00$0.00$0.00$0.99$1.30

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.65%
-2.62%
FMCSX (Fidelity Mid-Cap Stock Fund)
Benchmark (^GSPC)

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 62.17%, occurring on Nov 20, 2008. Recovery took 613 trading sessions.

The current Fidelity Mid-Cap Stock Fund drawdown is 9.65%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.17%Jul 20, 2007339Nov 20, 2008613Apr 29, 2011952
-47.63%Mar 13, 2000646Oct 9, 2002787Nov 22, 20051433
-44.68%Jan 29, 2018541Mar 23, 2020222Feb 8, 2021763
-30.03%Jul 20, 199859Oct 8, 1998130Apr 8, 1999189
-24.93%May 10, 2021349Sep 26, 2022518Oct 17, 2024867

Volatility

Volatility Chart

The current Fidelity Mid-Cap Stock Fund volatility is 5.47%, 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%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.47%
3.79%
FMCSX (Fidelity Mid-Cap Stock Fund)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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