FCAKX
Fidelity Capital Appreciation-K
$43.76
-0.05 (-0.11%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Growth |
---|---|
Market Cap | 6632.397M |
52 Week High | 45.61 |
52 Week Low | 32.587 |
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Key Data
Symbol | FCAKX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 43.76 |
Price Yesterday | 43.81 |
Market Cap | 6,632.40 |
YTD Return | 9.81% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0057 |
Overview
52 Week High | 45.61 |
---|---|
52 Week Low | 32.59 |
Market Cap | 6,632.40M |
Shares Outstanding | 151.56M |
Income Dividend Yield | 0.40% |
Long Term Dividend Yield | 2.69% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.09% |
Returns Annualized
One Day | -25.03% |
---|---|
Five Days | 20.30% |
One Months | -37.48% |
Three Months | 28.29% |
Six Months | 58.61% |
Nine Months | 23.83% |
One Year | 31.71% |
Three Years | 7.81% |
Five Years | 15.67% |
Ten Years | 12.98% |
YTD | 34.83% |
Since Inception | 11.21% |
Returns Total
One Day | -0.11% |
---|---|
Five Days | 0.37% |
One Month | -4.01% |
Three Months | 6.42% |
Six Months | 25.68% |
Nine Months | 17.47% |
One Year | 31.67% |
Three Years | 25.26% |
Five Years | 106.76% |
Ten Years | 237.84% |
YTD | 9.81% |
Since Inception | 441.92% |
Yearly Returns
2024 | 9.81% |
---|---|
2023 | 28.90% |
2022 | -21.11% |
2021 | 24.34% |
2020 | 33.90% |
2019 | 30.14% |
2018 | -4.84% |
2017 | 24.06% |
2016 | 3.30% |
2015 | 1.76% |
Risk against SP-DA
Alpha | 4.22% |
---|---|
Beta | 1.15 |
Correlation | 98.15% |
Downside Deviation | 3.09% |
Coefficient of determination | 96.33% |
Standard Deviation | 4.03% |
Sharpe Ratio | 0.51 |
Sortino | 2.32 |
Treynor | 22.82 |
Ulcer Index | 3.19 |
Ulcer Performance Index | 2.25 |