Fidelity Mid-cap Stock Fund: (MF: FMCSX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$41.91 USD
-0.12 (-0.29%)
Latest Performance as of Mar 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 8.71 | 68 |
3 months | 8.71 | 68 |
6 months | 18.65 | 81 |
1 Year | 19.22 | 81 |
3 Year | 8.20 | 50 |
5 Year | 12.62 | 47 |
10 Year | 9.97 | 56 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 142.99 |
Bear Market (10/07 - 2/09) | -56.14 |
Bull Market (2/09 - 3/21) | 796.26 |
Load Adjusted Returns as of Mar 31, 2024
1 Year | 19.22 |
5 Year | 12.62 |
10 Year | 9.97 |
Since Inception | 11.53 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.71 | NA | NA | NA |
2023 | 1.25 | 0.31 | 0.15 | 9.14 |
2022 | 0.07 | -13.09 | -1.74 | 9.65 |
2021 | 14.88 | 4.51 | -0.62 | 7.82 |
2020 | -28.53 | 21.34 | 6.85 | 20.19 |
2019 | 12.13 | 4.82 | 0.22 | 6.40 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 8.71 | 11.04 | -6.29 | 28.64 | 11.38 | 25.37 | -6.46 | 18.67 | 14.94 | -3.08 | 7.11 |
% Total Return Rel to Index | -1.84 | -15.20 | 11.91 | -0.03 | -7.02 | -6.11 | -2.07 | -3.12 | 3.00 | -4.47 | -6.53 |
% Total Return Rel to Peer | -1.24 | -11.95 | 13.40 | 6.58 | -8.53 | -3.05 | 0.39 | -2.00 | 7.12 | -1.48 | -1.09 |
% Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 1.00 | 4.00 | 5.00 | 3.00 | 4.00 | 1.00 | 4.00 | 4.00 |
% Dividends | 0.00 | 0.37 | 0.27 | 0.48 | 0.42 | 0.34 | 0.28 | 0.21 | 0.26 | 0.22 | 0.09 |
% Yield | 0.00 | 0.85 | 0.65 | 0.97 | 1.01 | 0.87 | 0.75 | 0.50 | 0.67 | 0.56 | 0.21 |
Capital Gains ($) | 0.00 | 0.68 | 1.76 | 4.91 | 2.08 | 2.03 | 5.38 | 2.54 | 2.59 | 4.48 | 3.75 |
Expense Ratio | 0.00 | 0.83 | 0.79 | 0.76 | 0.86 | 0.67 | 0.61 | 0.58 | 0.72 | 0.72 | 0.78 |
* 1 = Top 20%, 5 = Bottom 20%