- ISIN
- US3159125018
- CUSIP
- 315912501
- Issuer
- Fidelity
- Inception Date
- Mar 12, 1998
- Category
- Small Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FSLCX Performance Chart
Fidelity Small Cap Stock Fund (FSLCX) is up 21.5% since the beginning of the year. FSLCX is currently trading at $21 per share. Investors who bought $1,000 worth of FSLCX shares 5 years ago would now be looking at an investment worth $1,504.
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Returns By Period
Fidelity Small Cap Stock Fund (FSLCX) has returned 21.53% so far this year and 40.35% over the past 12 months. Over the last ten years, FSLCX has returned 10.72% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Small Cap Stock Fund
- 1D
- 2.58%
- 1M
- 6.82%
- YTD
- 21.53%
- 6M
- 18.82%
- 1Y
- 40.35%
- 3Y*
- 19.78%
- 5Y*
- 8.50%
- 10Y*
- 10.72%
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%
FSLCX Monthly Returns History
Based on dividend-adjusted daily data since Mar 12, 1998, FSLCX's average daily return is +0.04%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.
Historically, 62% of months were positive and 38% were negative. The best month was Oct 2011 with a return of +18.4%, while the worst month was Mar 2020 at -26.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FSLCX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +10.7%, while the worst single day was Mar 16, 2020 at -14.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.85% | 0.26% | -5.78% | 12.54% | 4.27% | 5.56% | 21.53% | ||||||
| 2025 | 3.95% | -5.62% | -3.70% | -0.57% | 5.53% | 4.79% | 1.03% | 6.20% | 1.27% | -1.15% | 3.19% | -0.17% | 14.95% |
| 2024 | -2.85% | 4.96% | 3.13% | -7.24% | 5.42% | -1.24% | 9.04% | 0.42% | 1.10% | -3.57% | 8.95% | -7.50% | 9.27% |
| 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% | -7.89% | 11.33% | -3.37% | -10.40% | 8.82% | 2.23% | -5.02% | -22.71% |
| 2021 | 1.79% | 5.15% | 3.13% | 3.56% | 1.61% | 0.54% | -0.54% | 3.18% | -3.65% | 4.20% | -3.46% | 3.55% | 20.26% |
Benchmark Metrics
Fidelity Small Cap Stock Fund has an annualized alpha of 2.66%, beta of 0.98, and R2 of 0.76 versus S&P 500 Index. Calculated based on daily prices since March 12, 1998.
- This fund captured 119.73% of S&P 500 Index gains and 108.44% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.66% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.98 and R2 of 0.76, 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
- 2.66%
- Beta
- 0.98
- R²
- 0.76
- Upside Capture
- 119.73%
- Downside Capture
- 108.44%
Expense Ratio
FSLCX has an expense ratio of 0.90%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSLCX ranks 61 for risk / return — better than 61% 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 Small Cap Stock Fund (FSLCX) 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.
| FSLCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.37 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.21 | 2.78 | +0.42 |
| Martin ratioReturn relative to average drawdown | 11.28 | 12.44 | -1.15 |
Dividends
Dividend History
Fidelity Small Cap Stock Fund provided a 13.25% dividend yield over the last twelve months, with an annual payout of $2.85 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.85 | $2.75 | $0.34 | $0.00 | $1.14 | $4.59 | $0.00 | $0.06 | $3.69 | $1.75 | $0.73 | $1.91 |
Dividend yield | 13.25% | 14.91% | 1.86% | 0.02% | 7.91% | 22.97% | 0.00% | 0.31% | 26.25% | 8.92% | 3.85% | 10.97% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 | $2.75 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 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 | $1.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.14 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.92 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.67 | $4.59 |
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 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 61.22%, occurring on Mar 9, 2009. Recovery took 284 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -61.22%Mar 2009 | 1y 5mo | 1y 1mo | 2y 6moOct 2007 - Apr 2010 |
COVID crash2020 | -45.42%Mar 2020 | 2mo 1d | 8mo 10d | 10mo 11dJan 2020 - Nov 2020 |
1998 bear market1998 | -42.44%Oct 1998 | 5mo 19d | 9mo 9d | 1y 2moApr 1998 - Jul 1999 |
2011 bear market2011 | -36.59%Oct 2011 | 4mo 25d | 1y 9mo | 2y 2moMay 2011 - Jul 2013 |
Dot-com crash2000–2002 | -33.43%Oct 2002 | 5mo 23d | 11mo | 1y 4moApr 2002 - Sep 2003 |
Drawdown Indicators
| FSLCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.22% | -56.78% | -4.44% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -9.10% | -3.41% |
Max Drawdown (3Y)Largest decline over 3 years | -22.01% | -18.90% | -3.11% |
Max Drawdown (5Y)Largest decline over 5 years | -30.04% | -25.43% | -4.61% |
Max Drawdown (10Y)Largest decline over 10 years | -45.42% | -33.92% | -11.50% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -10.71% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.03% | +1.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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