It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FCDAX: FIDELITY STOCK SELECTOR SMALL CAP FUND FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS A (MUTUAL FUND)
Basic Info 46.3 1.37(2.87%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 11/30/2006 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 0.53% |
| Expenses | 0.94% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 13.5 | 36.0 | 19.2 | 9.0 | 12.3 | 10.9 | 8.1 | 14.0 | 14.2 | 19.1 | -18.5 | 24.4 | 21.4 | 30.1 | -9.2 | 11.3 | 15.0 | -0.4 | 3.2 | 36.4 | 11.7 | -2.9 | 33.7 | 31.9 | -47.1 | 7.2 | -9.3 |
| Sharpe Ratio | NA | 1.59 | 1.85 | 0.8 | 0.3 | 0.49 | NA | 0.29 | 0.51 | 0.56 | 0.83 | -0.72 | 1.14 | 0.55 | 1.96 | -0.59 | 0.99 | 0.9 | -0.02 | 0.2 | 2.64 | 0.73 | -0.09 | 1.39 | 0.86 | -1.12 | 0.23 | -1.86 |
| Draw Down(%) | NA | 10.0 | 10.0 | 27.5 | 30.7 | 38.5 | NA | 65.6 | 24.2 | 9.7 | 15.1 | 27.4 | 11.0 | 38.5 | 7.8 | 26.2 | 5.8 | 14.4 | 14.1 | 13.8 | 5.6 | 13.1 | 29.1 | 18.8 | 30.3 | 58.5 | 13.5 | 10.4 |
| Standard Deviation(%) | NA | 20.1 | 18.0 | 19.8 | 21.6 | 22.0 | NA | 23.9 | 22.1 | 18.7 | 18.7 | 27.9 | 21.3 | 38.2 | 14.6 | 18.1 | 10.9 | 16.5 | 15.7 | 15.4 | 13.8 | 16.2 | 31.4 | 24.3 | 36.8 | 42.9 | 17.6 | 40.1 |
| Treynor Ratio | NA | 0.3 | 0.32 | 0.16 | 0.06 | 0.11 | NA | 0.07 | 0.11 | 0.1 | 0.16 | -0.2 | 0.22 | 0.23 | 0.29 | -0.1 | 0.1 | 0.15 | 0.0 | 0.03 | 0.36 | 0.12 | -0.03 | 0.33 | 0.31 | -0.51 | 0.05 | -0.54 |
| Alpha | NA | 0.01 | 0.03 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.02 | 0.0 | -0.02 | 0.0 | 0.02 | -0.01 | -0.09 | 0.02 | -0.46 |
| Beta | NA | 1.08 | 1.04 | 1.03 | 1.02 | 0.98 | NA | 0.98 | 0.99 | 1.07 | 0.99 | 1.01 | 1.11 | 0.93 | 0.98 | 1.05 | 1.04 | 0.96 | 1.0 | 1.04 | 1.0 | 0.99 | 0.99 | 1.01 | 1.01 | 0.94 | 0.89 | 1.38 |
| RSquared | NA | 0.89 | 0.9 | 0.95 | 0.96 | 0.94 | NA | 0.94 | 0.96 | 0.95 | 0.97 | 0.98 | 0.96 | 0.98 | 0.97 | 0.97 | 0.95 | 0.96 | 0.97 | 0.93 | 0.97 | 0.98 | 0.99 | 0.99 | 0.96 | 0.96 | 0.88 | 0.14 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 0.5 | 2.9 | 0.0 | 0.1 | 12.4 | 1.7 | 2.5 | 17.0 | 10.4 | 1.7 | 6.5 | 9.0 | 6.1 | 0.2 | 0.0 | 0.8 | 0.0 | 0.1 | 13.0 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -80.7 | 11625.0 | -65.2 | -99.4 | 746.4 | -12.1 | -89.0 | 65.0 | 627.6 | -76.6 | -31.7 | 83.9 | 2745.5 | N/A | -100.0 | 3533.3 | -84.2 | -99.3 | 5370.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) (97%)
- IJR (iShares Core S&P Small Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (97%)
- VB (Vanguard Small-Cap ETF) (96%)
- SCHA (Schwab U.S. Small-Cap ETF) (23%)
