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FKMCX: FIDELITY MID-CAP STOCK FUND CLASS K (MUTUAL FUND)
Basic Info 53.73 1.46(2.65%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 2.06% |
| Expenses | 0.85% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 15.3 | 29.4 | 17.9 | 10.0 | 12.8 | 12.0 | 10.2 | 11.9 | 14.7 | 11.1 | -6.3 | 28.7 | 11.6 | 25.5 | -6.5 | 18.8 | 15.0 | -3.1 | 7.2 | 39.2 | 15.2 | -2.3 | 23.9 | 50.2 | -46.4 |
| Sharpe Ratio | NA | 2.25 | 1.83 | 0.94 | 0.44 | 0.6 | NA | 0.43 | 0.45 | 0.79 | 0.5 | -0.36 | 1.74 | 0.3 | 2.36 | -0.61 | 2.37 | 0.96 | -0.22 | 0.58 | 3.11 | 1.05 | -0.09 | 0.95 | 1.56 | -1.27 |
| Draw Down(%) | NA | 8.6 | 8.6 | 22.3 | 22.3 | 40.6 | NA | 59.9 | 21.5 | 7.3 | 12.4 | 17.5 | 7.8 | 40.6 | 5.5 | 18.5 | 3.2 | 12.4 | 12.0 | 10.6 | 6.0 | 11.7 | 22.4 | 22.1 | 23.6 | 59.9 |
| Standard Deviation(%) | NA | 18.2 | 15.5 | 16.7 | 17.6 | 18.7 | NA | 21.5 | 19.9 | 13.9 | 14.9 | 21.5 | 16.5 | 37.0 | 10.2 | 12.9 | 7.7 | 15.3 | 13.9 | 12.4 | 12.6 | 14.6 | 26.9 | 25.1 | 32.1 | 50.8 |
| Treynor Ratio | NA | 0.49 | 0.34 | 0.18 | 0.11 | 0.15 | NA | 0.11 | 0.1 | 0.13 | 0.1 | -0.13 | 0.5 | 0.12 | 0.36 | -0.12 | 0.22 | 0.16 | -0.04 | 0.08 | 0.42 | 0.18 | -0.03 | 0.21 | 0.48 | -0.73 |
| Alpha | NA | 0.09 | 0.07 | 0.02 | 0.02 | 0.01 | NA | 0.01 | 0.01 | 0.0 | -0.02 | 0.05 | 0.06 | -0.06 | 0.01 | -0.01 | 0.0 | 0.03 | -0.01 | -0.02 | 0.03 | 0.01 | 0.0 | -0.03 | 0.02 | -0.05 |
| Beta | NA | 0.83 | 0.84 | 0.86 | 0.71 | 0.77 | NA | 0.86 | 0.89 | 0.82 | 0.77 | 0.59 | 0.57 | 0.94 | 0.67 | 0.67 | 0.84 | 0.92 | 0.85 | 0.87 | 0.93 | 0.87 | 0.94 | 1.12 | 1.05 | 0.89 |
| RSquared | NA | 0.73 | 0.74 | 0.83 | 0.75 | 0.76 | NA | 0.86 | 0.9 | 0.8 | 0.76 | 0.79 | 0.39 | 0.82 | 0.85 | 0.89 | 0.8 | 0.9 | 0.92 | 0.93 | 0.95 | 0.92 | 0.97 | 0.97 | 0.95 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 2.0 | 9.3 | 2.9 | 4.9 | 14.8 | 7.1 | 7.9 | 14.8 | 8.1 | 9.0 | 12.4 | 9.9 | 4.2 | 4.7 | 5.4 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -77.2 | 247.0 | -47.0 | -62.1 | 114.4 | 5.2 | -57.8 | 103.5 | -3.1 | -39.0 | 22.2 | 210.2 | 0.2 | -21.0 | 877.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2008
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See Mid-Cap Growth Asset Class Trend Rankings |
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Best Closed End Funds
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