Back to top
more

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

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$45.14 USD

-0.25 (-0.55%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 6.35 33
3 months 12.23 37
6 months 6.35 33
1 Year 12.75 50
3 Year 19.99 29
5 Year 16.20 19
10 Year 13.11 25

* 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) 1,153.38

Load Adjusted Returns as of Jun 30, 2025

1 Year 12.75
5 Year 16.20
10 Year 13.11
Since Inception 11.67

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.24 12.23 NA NA
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
2020 -16.65 27.32 11.46 13.12

Annual Return

20252024202320222021202020192018201720162015
% Total Return 6.3525.2428.79-21.1524.2133.8030.01-4.9223.943.181.64
% Total Return Rel to Index 0.140.222.55-2.95-4.4715.40-1.47-0.532.14-8.750.25
% Total Return Rel to Peer 1.215.855.79-1.462.1513.881.581.933.26-4.633.24
% Perf Quintile vs Peer* 0.000.002.003.003.002.003.003.002.004.002.00
% Dividends 0.000.100.140.130.170.010.230.270.330.390.26
% Yield 0.000.210.220.370.320.020.590.780.831.140.70
Capital Gains ($) 0.007.621.182.847.223.494.343.673.671.384.01
Expense Ratio 0.610.570.640.820.840.820.610.530.500.600.82

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