FDCAX
Fidelity Capital Appreciation
$43.42
-0.35 (-0.80%)
Currency in USD / Last Updated: 4/17/2024
Category | Large Cap Growth |
---|---|
Market Cap | 6607.916M |
52 Week High | 45.43 |
52 Week Low | 32.47 |
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Key Data
Symbol | FDCAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 43.42 |
Price Yesterday | 43.77 |
Market Cap | 6,607.92 |
YTD Return | 9.40% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0064 |
Overview
52 Week High | 45.43 |
---|---|
52 Week Low | 32.47 |
Market Cap | 6,607.92M |
Shares Outstanding | 152.19M |
Income Dividend Yield | 0.33% |
Long Term Dividend Yield | 2.71% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.05% |
Returns Annualized
One Day | -86.80% |
---|---|
Five Days | -80.72% |
One Months | -18.47% |
Three Months | 44.30% |
Six Months | 49.04% |
Nine Months | 22.64% |
One Year | 30.91% |
Three Years | 7.59% |
Five Years | 15.79% |
Ten Years | 12.93% |
YTD | 35.82% |
Since Inception | 10.91% |
Returns Total
One Day | -0.80% |
---|---|
Five Days | -3.21% |
One Month | -1.76% |
Three Months | 9.59% |
Six Months | 21.86% |
Nine Months | 16.61% |
One Year | 30.88% |
Three Years | 24.47% |
Five Years | 107.73% |
Ten Years | 236.41% |
YTD | 9.40% |
Since Inception | 3,883.49% |
Yearly Returns
2024 | 9.40% |
---|---|
2023 | 28.79% |
2022 | -21.17% |
2021 | 24.23% |
2020 | 33.80% |
2019 | 30.00% |
2018 | -4.92% |
2017 | 23.94% |
2016 | 3.18% |
2015 | 1.65% |
Risk against SP-DA
Alpha | 5.49% |
---|---|
Beta | 1.14 |
Correlation | 98.28% |
Downside Deviation | 2.95% |
Coefficient of determination | 96.58% |
Standard Deviation | 3.96% |
Sharpe Ratio | 0.58 |
Sortino | 2.72 |
Treynor | 22.31 |
Ulcer Index | 3.12 |
Ulcer Performance Index | 2.57 |