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Fidelity Capital Trust Capital Appreciation Pt.: (MF: FDCAX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 05:32 PM ET

$52.04 USD

+0.03 (0.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.24 14
3 months 5.97 18
6 months 11.33 22
1 Year 38.08 9
3 Year 24.96 9
5 Year 13.29 7
10 Year 16.06 12

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 165.41
Bear Market (10/07 - 2/09) -55.18
Bull Market (2/09 - 3/21) 1,435.79

Load Adjusted Returns as of Apr 30, 2026

1 Year 21.39
5 Year 11.64
10 Year 14.67
Since Inception 11.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.68 NA NA NA
2025 -5.24 12.23 7.49 3.39
2024 14.16 3.48 4.82 1.14
2023 7.65 9.29 -2.87 12.71
2022 -5.77 -16.90 -4.91 5.90
2021 4.74 8.66 -0.56 9.75

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.2418.2025.2428.79-21.1524.2133.8030.01-4.9223.943.18
% Total Return Rel to Index 1.64-0.010.222.55-2.95-4.4715.40-1.47-0.532.14-8.75
% Total Return Rel to Peer 0.975.495.855.79-1.462.1513.881.581.933.26-4.63
% Perf Quintile vs Peer* 2.001.002.002.003.003.002.003.003.002.004.00
% Dividends 0.000.320.100.140.130.170.010.230.270.330.39
% Yield 0.650.630.210.730.370.320.020.590.780.831.14
Capital Gains ($) 0.003.357.621.182.847.223.494.343.673.671.38
Expense Ratio 0.000.630.570.640.820.840.820.610.530.500.60

* 1 = Top 20%, 5 = Bottom 20%