Fidelity Mid-cap Stock Fund Class K: (MF: FKMCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$41.00 USD
+0.34 (0.84%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.94 | 81 |
3 months | -4.42 | 86 |
6 months | 3.94 | 81 |
1 Year | 10.75 | 80 |
3 Year | 5.12 | 57 |
5 Year | 10.67 | 54 |
10 Year | 9.28 | 57 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | 773.52 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 10.74 |
5 Year | 10.66 |
10 Year | 9.28 |
Since Inception | 9.12 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.75 | -4.42 | NA | NA |
2023 | 1.28 | 2.99 | -2.41 | 9.17 |
2022 | 0.09 | -13.06 | -1.73 | 9.70 |
2021 | 14.90 | 4.53 | -0.57 | 7.82 |
2020 | -28.52 | 21.38 | 6.92 | 20.21 |
2019 | 12.16 | 4.86 | 0.22 | 6.44 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 3.94 | 11.13 | -6.19 | 28.75 | 11.51 | 25.48 | -6.35 | 18.79 | 15.10 | -2.97 | 7.23 |
% Total Return Rel to Index | -11.36 | -15.11 | 12.01 | 0.06 | -6.88 | -6.00 | -1.96 | -2.99 | 3.16 | -4.36 | -6.41 |
% Total Return Rel to Peer | -6.72 | -11.86 | 13.50 | 6.69 | -8.40 | -2.93 | 0.50 | -1.87 | 7.28 | -1.37 | -0.97 |
% Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 1.00 | 4.00 | 5.00 | 3.00 | 4.00 | 1.00 | 4.00 | 4.00 |
% Dividends | 0.10 | 0.41 | 0.29 | 0.50 | 0.45 | 0.38 | 0.32 | 0.25 | 0.30 | 0.26 | 0.12 |
% Yield | 0.23 | 0.95 | 0.71 | 1.03 | 1.12 | 0.98 | 0.88 | 0.61 | 0.79 | 0.67 | 0.29 |
Capital Gains ($) | 2.15 | 0.68 | 1.76 | 4.93 | 2.08 | 2.03 | 5.38 | 2.54 | 2.59 | 4.48 | 3.75 |
Expense Ratio | 0.00 | 0.73 | 0.70 | 0.66 | 0.76 | 0.57 | 0.50 | 0.46 | 0.60 | 0.61 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%