Fidelity Small Cap Discovery Fund (FSCRX)
The fund normally invests at least 80% of assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000 Index or the S&P SmallCap 600 Index). It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fund Info
US3159126008
315912600
Sep 26, 2000
$0
Small-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Small Cap Discovery Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Small Cap Discovery Fund had a return of -0.19% year-to-date (YTD) and 7.39% in the last 12 months. Over the past 10 years, Fidelity Small Cap Discovery Fund had an annualized return of -0.55%, while the S&P 500 had an annualized return of 11.16%, indicating that Fidelity Small Cap Discovery Fund did not perform as well as the benchmark.
FSCRX
-0.19%
1.88%
-2.75%
7.39%
2.85%
-0.55%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of FSCRX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.43% | 5.68% | 3.93% | -7.57% | 3.08% | -9.73% | 7.43% | -0.71% | 0.30% | -4.72% | -0.19% | ||
| 2023 | 10.24% | -1.15% | -3.36% | -1.94% | -2.24% | 6.95% | 6.21% | -2.39% | -6.54% | -5.58% | 9.97% | 6.81% | 16.03% |
| 2022 | -5.12% | -0.14% | -0.41% | -6.88% | 0.11% | -15.69% | 9.77% | -4.93% | -10.16% | 9.29% | 5.71% | -6.61% | -24.98% |
| 2021 | 1.54% | 9.21% | 5.21% | 5.27% | 2.33% | -3.87% | 2.17% | 1.82% | -2.91% | 4.36% | -2.77% | 2.98% | 27.51% |
| 2020 | -2.59% | -11.45% | -26.45% | 16.55% | 7.01% | 4.59% | 4.54% | 3.05% | -4.90% | 2.34% | 16.63% | 3.13% | 4.38% |
| 2019 | 11.89% | 3.01% | -0.44% | 4.98% | -9.15% | 4.19% | 1.08% | -2.53% | 3.46% | 1.76% | 2.60% | -1.89% | 19.06% |
| 2018 | 1.81% | -2.73% | -0.44% | 0.41% | 3.24% | -13.65% | 0.53% | 2.00% | -1.85% | -8.11% | 1.72% | -20.41% | -33.91% |
| 2017 | 0.54% | 0.13% | 0.06% | 0.50% | -1.72% | -1.26% | -0.23% | -2.39% | 4.24% | 2.19% | 1.74% | -8.30% | -4.92% |
| 2016 | -6.36% | 2.55% | 7.92% | 1.57% | 1.11% | -1.96% | 4.43% | 0.35% | 0.21% | -4.32% | 11.99% | 2.45% | 20.29% |
| 2015 | -3.39% | 5.06% | 0.43% | -0.16% | 0.26% | 0.97% | -0.88% | -3.59% | -4.01% | 4.36% | 1.45% | -5.59% | -5.54% |
| 2014 | -5.02% | 4.01% | 1.78% | -2.10% | 1.85% | -0.70% | -5.18% | 4.14% | -5.86% | 6.30% | 1.37% | -3.21% | -3.48% |
| 2013 | 7.77% | 2.43% | 4.89% | -1.47% | 3.68% | -4.71% | 7.45% | -2.99% | 4.88% | 4.11% | 3.89% | -2.45% | 30.01% |
Expense Ratio
FSCRX has a high expense ratio of 0.98%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSCRX is 5, indicating that it is in the bottom 5% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Small Cap Discovery Fund (FSCRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Small Cap Discovery Fund provided a 0.11% dividend yield over the last twelve months, with an annual payout of $0.03 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.03 | $0.03 | $0.04 | $0.03 | $0.10 | $0.19 | $0.22 | $0.19 | $0.14 | $2.08 | $0.08 | $0.03 |
Dividend yield | 0.11% | 0.11% | 0.19% | 0.09% | 0.40% | 0.80% | 1.14% | 0.63% | 0.44% | 7.89% | 0.28% | 0.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Small Cap Discovery 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $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 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2021 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.19 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.22 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.19 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.46 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $2.08 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.08 |
| 2013 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.03 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Small Cap Discovery 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 Small Cap Discovery Fund was 61.11%, occurring on Mar 18, 2020. The portfolio has not yet recovered.
The current Fidelity Small Cap Discovery Fund drawdown is 16.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.11% | Nov 30, 2017 | 577 | Mar 18, 2020 | — | — | — |
| -59.4% | Jul 16, 2007 | 415 | Mar 9, 2009 | 278 | Apr 15, 2010 | 693 |
| -32.1% | May 16, 2002 | 206 | Mar 12, 2003 | 201 | Dec 29, 2003 | 407 |
| -29.32% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
| -22.98% | May 9, 2006 | 51 | Jul 21, 2006 | 244 | Jul 13, 2007 | 295 |
Volatility
Volatility Chart
The current Fidelity Small Cap Discovery Fund volatility is 6.64%, 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.