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Fidelity Capital Appreciation Fund Class K: (MF: FCAKX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:35 PM ET

$52.80 USD

+0.33 (0.63%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 16.28 8
3 months 12.52 18
6 months 17.00 8
1 Year 35.53 9
3 Year 26.32 9
5 Year 14.54 7
10 Year 16.63 11

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 1,551.03

Load Adjusted Returns as of May 31, 2026

1 Year 21.44
5 Year 11.73
10 Year 14.77
Since Inception 11.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.67 NA NA NA
2025 -5.21 12.24 7.51 3.40
2024 14.15 3.51 4.84 1.16
2023 7.68 9.31 -2.86 12.73
2022 -5.75 -16.89 -4.90 5.92
2021 4.75 8.71 -0.56 9.78

Annual Return

20262025202420232022202120202019201820172016
% Total Return 16.2818.2725.3328.90-21.0924.3133.9030.15-4.8524.063.29
% Total Return Rel to Index 4.570.050.302.65-2.89-4.3615.50-1.33-0.452.26-8.64
% Total Return Rel to Peer 5.205.565.935.90-1.392.2513.991.722.013.38-4.52
% Perf Quintile vs Peer* 1.001.002.002.003.003.002.003.003.002.004.00
% Dividends 0.000.350.110.170.160.210.030.260.300.370.43
% Yield 0.000.690.760.800.450.390.070.660.880.931.25
Capital Gains ($) 0.003.357.621.182.847.223.494.343.673.671.38
Expense Ratio 0.000.550.480.560.750.760.730.520.430.400.48

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