Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCAKX (FIDELITY CAPITAL APPRECIATION FUND CLASS K) | 12.80% | 28.66% | 23.59% | 13.53% | 16.22% | 14.90% | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCAKX (FIDELITY CAPITAL APPRECIATION FUND CLASS K) | 05/22/2008 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.47 | 28.66 | 23.59 | 13.53 | 16.22 | 14.90 | NA | … | … | 12.80 | 18.12 | 25.19 | 28.92 | -21.17 | 23.95 | 34.02 | 30.30 | -5.15 | 24.14 | 3.33 | 2.03 | 11.07 | 36.25 | 22.65 | -2.49 | 18.62 | 36.79 | -36.15 |
| Sharpe Ratio | NA | 1.71 | 1.21 | 0.59 | 0.74 | NA | NA | … | … | 1.54 | 0.78 | 1.47 | 1.79 | -0.87 | 1.54 | 0.97 | 2.20 | -0.34 | 2.59 | 0.20 | 0.12 | 0.71 | 2.76 | 1.69 | -0.10 | 0.88 | 1.17 | -1.10 |
| Standard Deviation(%) | NA | 15.05 | 16.64 | 18.56 | 19.49 | NA | NA | … | … | 17.75 | 19.70 | 14.63 | 14.23 | 25.98 | 15.49 | 34.81 | 13.08 | 19.42 | 9.10 | 15.17 | 16.62 | 15.46 | 13.14 | 13.52 | 25.31 | 21.12 | 31.37 | 48.07 |
| Draw Down(%) | NA | 11.06 | 20.24 | 27.31 | 33.06 | NA | NA | … | … | 11.06 | 20.24 | 9.98 | 10.98 | 26.06 | 7.33 | 33.06 | 6.09 | 22.13 | 2.72 | 13.78 | 14.46 | 10.06 | 7.50 | 8.07 | 20.44 | 15.91 | 26.14 | 49.50 |
| Yield(%) | 0.00 | 8.44 | 11.70 | 9.96 | 12.79 | 13.91 | 10.94 | … | … | 0.00 | 8.73 | 19.68 | 4.24 | 6.77 | 17.98 | 10.27 | 15.47 | 11.16 | 12.63 | 5.71 | 11.99 | 11.66 | 12.24 | 3.21 | 0.34 | 0.43 | 0.18 | 0.87 |
Data as of 06/09/2026, Common starting date is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCAKX (FIDELITY CAPITAL APPRECIATION FUND CLASS K) |
2.80%
Aug 2008 – Aug 2011 |
5.29%
Mar 2015 – Mar 2020 |
10.29%
Mar 2010 – Mar 2020 |
11.05%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCAKX (FIDELITY CAPITAL APPRECIATION FUND CLASS K) |
29.36%
Dec 2018 – Dec 2021 |
26.91%
Feb 2009 – Feb 2014 |
17.43%
Dec 2011 – Dec 2021 |
17.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart