Fidelity Large Cap Stock K6 Fund: (MF: FCLKX)
(NASDAQ Mutual Funds) As of Sep 12, 2024 08:00 PM ET
$14.77 USD
+0.10 (0.68%)
Latest Performance as of Jul 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 18.64 | 11 |
3 months | 8.17 | 44 |
6 months | 16.91 | 5 |
1 Year | 23.54 | 21 |
3 Year | 13.31 | 1 |
5 Year | 16.16 | 9 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
1 Year | 27.38 |
5 Year | 16.07 |
10 Year | NA |
Since Inception | 14.12 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 11.71 | 4.70 | NA | NA |
2023 | 6.65 | 6.75 | -0.58 | 9.54 |
2022 | 0.00 | -14.23 | -4.45 | 15.12 |
2021 | 12.15 | 7.12 | -1.98 | 6.66 |
2020 | -24.88 | 17.03 | 4.05 | 19.31 |
2019 | 14.03 | 2.62 | 0.44 | 11.83 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|
% Total Return | 18.64 | 24.00 | -5.66 | 25.61 | 9.14 | 31.45 | -8.50 |
% Total Return Rel to Index | 1.93 | -2.24 | 12.54 | -3.06 | -9.25 | -0.03 | -4.11 |
% Total Return Rel to Peer | 5.96 | 1.00 | 14.03 | 3.55 | -10.77 | 3.03 | -1.64 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 1.00 | 3.00 | 4.00 | 2.00 | 4.00 |
% Dividends | 0.06 | 0.16 | 0.27 | 0.30 | 0.25 | 0.08 | 0.10 |
% Yield | 0.43 | 1.26 | 1.92 | 1.82 | 1.84 | 0.61 | 0.97 |
Capital Gains ($) | 0.33 | 0.24 | 3.54 | 0.70 | 0.20 | 0.23 | 0.35 |
Expense Ratio | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.44 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%