Fidelity Capital Trust: Fidelity Focused Stock Fund: (MF: FTQGX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$35.52 USD
+0.20 (0.57%)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -13.81 | 98 |
3 months | -17.43 | 98 |
6 months | -12.78 | 98 |
1 Year | -0.42 | 90 |
3 Year | 10.79 | 38 |
5 Year | 14.36 | 33 |
10 Year | 13.42 | 9 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 126.24 |
Bear Market (10/07 - 2/09) | -45.71 |
Bull Market (2/09 - 3/21) | 1,246.73 |
Load Adjusted Returns as of Apr 30, 2025
1 Year | -6.89 |
5 Year | 16.54 |
10 Year | 12.80 |
Since Inception | 9.12 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -11.46 | NA | NA | NA |
2024 | 23.11 | 5.39 | 3.96 | 1.49 |
2023 | 5.71 | 13.56 | -2.46 | 10.11 |
2022 | -9.99 | -16.25 | -6.84 | 4.51 |
2021 | 2.44 | 12.64 | 0.66 | 9.43 |
2020 | -14.53 | 27.51 | 13.34 | 7.89 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -13.81 | 36.90 | 28.93 | -26.60 | 27.11 | 33.26 | 31.36 | 5.29 | 31.22 | 3.25 | 1.45 |
% Total Return Rel to Index | -8.89 | 11.88 | 2.68 | -8.40 | -1.56 | 14.86 | -0.12 | 9.69 | 9.42 | -8.68 | 0.06 |
% Total Return Rel to Peer | -8.34 | 17.51 | 5.93 | -6.91 | 5.06 | 13.35 | 2.94 | 12.16 | 10.54 | -4.56 | 3.05 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 | 1.00 | 1.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.13 | 0.18 | 0.20 | 0.00 | 0.01 | 0.02 | 0.02 | 0.10 | 0.10 | 0.04 |
% Yield | 0.00 | 0.31 | 0.38 | 0.75 | 0.00 | 0.01 | 0.07 | 0.11 | 0.40 | 0.52 | 0.22 |
Capital Gains ($) | 0.00 | 3.63 | 0.00 | 1.68 | 4.70 | 3.54 | 1.30 | 3.04 | 1.33 | 0.09 | 1.01 |
Expense Ratio | 0.00 | 0.63 | 0.51 | 0.79 | 0.86 | 0.87 | 0.89 | 0.81 | 0.57 | 0.62 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%