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

(NASDAQ Mutual Funds) As of Aug 14, 2026 05:21 PM ET

$55.36 USD

-0.02 (-0.04%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 15.12 16
3 months 4.42 36
6 months 10.66 20
1 Year 24.67 15
3 Year 21.55 6
5 Year 13.21 7
10 Year 16.25 7

* 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) 1,519.40

Load Adjusted Returns as of Jul 31, 2026

1 Year 28.70
5 Year 13.69
10 Year 16.97
Since Inception 12.07

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.68 18.99 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 15.1218.2025.2428.79-21.1524.2133.8030.01-4.9223.943.18
% Total Return Rel to Index 5.58-0.010.222.55-2.95-4.4715.40-1.47-0.532.14-8.75
% Total Return Rel to Peer 5.835.495.855.79-1.462.1513.881.581.933.26-4.63
% 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 0.000.630.210.730.370.320.020.590.780.831.14
Capital Gains ($) 0.003.357.621.182.847.223.494.343.673.671.38
Expense Ratio 0.730.630.570.640.820.840.820.610.530.500.60

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