Fidelity Small Cap Stock Fund (FSLCX)
The fund normally invests at least 80% of assets in common stocks 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
US3159125018
315912501
Mar 12, 1998
$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 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.
Returns By Period
Fidelity Small Cap Stock Fund had a return of 12.20% year-to-date (YTD) and 26.15% in the last 12 months. Over the past 10 years, Fidelity Small Cap Stock Fund had an annualized return of 0.92%, while the S&P 500 had an annualized return of 11.16%, indicating that Fidelity Small Cap Stock Fund did not perform as well as the benchmark.
FSLCX
12.20%
-1.68%
7.10%
26.15%
1.91%
0.92%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of FSLCX, 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 | -2.85% | 4.96% | 3.13% | -7.24% | 5.42% | -1.24% | 9.04% | 0.42% | 1.10% | -3.57% | 12.20% | ||
| 2023 | 10.43% | -2.27% | -4.12% | -0.81% | -2.91% | 7.40% | 5.65% | -2.34% | -5.73% | -5.88% | 9.65% | 11.41% | 19.70% |
| 2022 | -9.70% | -1.77% | 0.39% | -7.64% | 0.18% | -14.27% | 11.33% | -3.37% | -10.40% | 8.82% | 2.23% | -5.02% | -28.06% |
| 2021 | 1.79% | 5.15% | 3.13% | 3.56% | 1.61% | -7.52% | -0.54% | 3.18% | -3.65% | 4.20% | -3.46% | -9.04% | -2.82% |
| 2020 | -0.28% | -8.85% | -26.65% | 15.89% | 9.64% | 2.15% | 6.19% | 5.83% | -2.89% | -0.99% | 11.16% | 9.51% | 13.80% |
| 2019 | 12.89% | 3.41% | -1.89% | 5.04% | -4.38% | 5.39% | 0.53% | -2.22% | 1.08% | 1.77% | 3.95% | 1.60% | 29.46% |
| 2018 | 2.65% | -4.72% | 1.04% | 0.93% | 3.02% | -8.20% | 1.46% | 4.85% | -2.44% | -10.06% | 1.51% | -19.62% | -28.16% |
| 2017 | 1.17% | 0.89% | 0.21% | 0.52% | -1.34% | -0.58% | 0.58% | -1.73% | 5.01% | 1.62% | 2.55% | -4.25% | 4.44% |
| 2016 | -5.99% | 0.06% | 6.92% | 0.06% | 2.40% | -3.63% | 3.48% | 0.67% | -0.33% | -3.35% | 7.57% | 1.20% | 8.48% |
| 2015 | -2.61% | 7.49% | 2.29% | -0.99% | 1.66% | 1.58% | -0.47% | -5.24% | -3.98% | 6.85% | 1.13% | -3.31% | 3.58% |
| 2014 | -3.63% | 4.91% | -0.61% | -1.00% | 0.53% | -4.64% | -4.42% | 4.15% | -4.34% | 5.12% | 0.60% | -6.00% | -9.73% |
| 2013 | 5.42% | -0.05% | 3.83% | -0.05% | 2.17% | -7.29% | 6.30% | -2.56% | 6.09% | 1.65% | 2.77% | -2.35% | 16.11% |
Expense Ratio
FSLCX features an expense ratio of 0.90%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSLCX is 31, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) 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 Stock Fund provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.06 | $0.06 | $0.07 | $0.00 | $2.08 | $0.12 | $0.06 |
Dividend yield | 0.02% | 0.02% | 0.00% | 0.26% | 0.00% | 0.31% | 0.41% | 0.35% | 0.02% | 11.97% | 0.65% | 0.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Small 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.06 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.07 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $2.08 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.12 |
| 2013 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.06 |
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 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 Small Cap Stock Fund was 66.70%, occurring on Mar 9, 2009. Recovery took 491 trading sessions.
The current Fidelity Small Cap Stock Fund drawdown is 19.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.7% | May 9, 2006 | 710 | Mar 9, 2009 | 491 | Feb 16, 2011 | 1201 |
| -50.13% | Jun 7, 2018 | 448 | Mar 18, 2020 | 195 | Dec 23, 2020 | 643 |
| -43.99% | Jun 2, 2021 | 333 | Sep 26, 2022 | — | — | — |
| -42.44% | Apr 22, 1998 | 122 | Oct 8, 1998 | 199 | Jul 14, 1999 | 321 |
| -36.6% | May 11, 2011 | 101 | Oct 3, 2011 | 1321 | Jan 4, 2017 | 1422 |
Volatility
Volatility Chart
The current Fidelity Small Cap Stock Fund volatility is 6.94%, 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.