FDCAX
Fidelity Capital Appreciation
$47.91
-0.09 (-0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 6874.845M |
| 52 Week High | 48 |
| 52 Week Low | 33.533 |
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Key Data
| Symbol | FDCAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 47.91 |
| Price Yesterday | 48 |
| Market Cap | 6,874.85 |
| YTD Return | 20.71% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0061 |
Overview
| 52 Week High | 48.00 |
|---|---|
| 52 Week Low | 33.53 |
| Market Cap | 6,874.85M |
| Shares Outstanding | 143.50M |
| Income Dividend Yield | 0.30% |
| Long Term Dividend Yield | 2.46% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.76% |
Returns Annualized
| One Day | -37.71% |
|---|---|
| Five Days | 165.96% |
| One Months | 74.55% |
| Three Months | 26.50% |
| Six Months | 48.70% |
| Nine Months | 48.83% |
| One Year | 34.03% |
| Three Years | 9.76% |
| Five Years | 17.07% |
| Ten Years | 13.26% |
| YTD | 44.08% |
| Since Inception | 11.15% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | 1.96% |
| One Month | 4.52% |
| Three Months | 5.95% |
| Six Months | 21.54% |
| Nine Months | 34.28% |
| One Year | 33.99% |
| Three Years | 32.03% |
| Five Years | 119.42% |
| Ten Years | 246.12% |
| YTD | 20.71% |
| Since Inception | 4295.41% |
Yearly Returns
| 2024 | 20.71% |
|---|---|
| 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 | 1.53% |
|---|---|
| Beta | 1.16 |
| Correlation | 96.58% |
| Downside Deviation | 3.12% |
| Coefficient of determination | 93.27% |
| Standard Deviation | 3.87% |
| Sharpe Ratio | 0.4 |
| Sortino | 1.7 |
| Treynor | 24.65 |
| Ulcer Index | 3.25 |
| Ulcer Performance Index | 1.63 |