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Fidelity Small Cap Discovery Fund: (MF: FSCRX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$25.49 USD
+0.24 (0.95%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.45 | 74 |
| 3 months | -7.21 | 96 |
| 6 months | 0.45 | 74 |
| 1 Year | 11.48 | 36 |
| 3 Year | 3.51 | 18 |
| 5 Year | 10.02 | 16 |
| 10 Year | 7.33 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.07 |
| Bull Market (2/09 - 3/21) | 796.00 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 11.48 |
| 5 Year | 10.01 |
| 10 Year | 7.33 |
| Since Inception | 9.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.27 | -7.21 | NA | NA |
| 2023 | 5.31 | 3.79 | -3.10 | 14.52 |
| 2022 | -5.64 | -15.08 | -6.24 | 11.19 |
| 2021 | 16.66 | 6.70 | 0.99 | 7.87 |
| 2020 | -36.56 | 30.45 | 2.45 | 26.08 |
| 2019 | 14.75 | 1.57 | 1.93 | 7.12 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.45 | 21.30 | -16.47 | 35.63 | 6.90 | 27.26 | -13.75 | 7.91 | 20.29 | -6.16 | 7.00 |
| % Total Return Rel to Index | -14.84 | -4.93 | 1.73 | 6.95 | -11.49 | -4.22 | -9.36 | -13.88 | 8.35 | -7.55 | -6.64 |
| % Total Return Rel to Peer | -2.76 | 5.22 | 3.04 | 16.32 | -12.09 | 1.83 | -2.98 | -7.68 | 4.34 | -1.44 | 4.32 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 1.00 | 4.00 | 2.00 | 4.00 | 5.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.02 | 0.04 | 0.02 | 0.09 | 0.18 | 0.22 | 0.18 | 0.13 | 0.14 | 0.08 |
| % Yield | 0.00 | 0.10 | 0.16 | 0.08 | 0.37 | 0.72 | 0.82 | 0.53 | 0.42 | 0.51 | 0.24 |
| Capital Gains ($) | 1.93 | 1.15 | 2.60 | 1.84 | 0.58 | 1.54 | 6.78 | 3.96 | 0.00 | 1.81 | 3.17 |
| Expense Ratio | 0.00 | 1.12 | 0.97 | 0.61 | 0.61 | 0.60 | 0.68 | 0.87 | 1.00 | 1.05 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%