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
Expense Ratio
FSLCX has an expense ratio of 0.90%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Small Cap Stock Fund (FSLCX) returned -2.06% year-to-date (YTD) and 1.79% over the past 12 months. Over the past 10 years, FSLCX returned 0.22% annually, underperforming the S&P 500 benchmark at 10.46%.
FSLCX
-2.06%
10.70%
-10.27%
1.79%
4.98%
0.22%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.95% | -5.62% | -3.70% | -0.57% | 4.26% | -2.06% | |||||||
| 2024 | -2.85% | 4.96% | 3.13% | -7.24% | 5.42% | -1.24% | 9.04% | 0.42% | 1.10% | -3.57% | 8.95% | -9.06% | 7.43% |
| 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 | -9.71% | -1.77% | 0.40% | -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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSLCX is 30, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Fidelity Small Cap Stock Fund provided a 0.05% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.01 | $0.01 | $0.00 | $0.00 | $0.05 | $0.00 | $0.06 | $0.06 | $0.07 | $0.00 | $2.08 | $0.12 |
Dividend yield | 0.05% | 0.05% | 0.02% | 0.00% | 0.26% | 0.00% | 0.31% | 0.41% | 0.35% | 0.02% | 11.97% | 0.65% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 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 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.12 |
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 66.70%, occurring on Mar 9, 2009. Recovery took 491 trading sessions.
The current Fidelity Small Cap Stock Fund drawdown is 24.85%.
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 chart below shows the rolling one-month volatility.
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