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Fidelity Commonwealth Trust Fidelity Small Cap Stock Fund: (MF: FSLCX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$17.41 USD
-0.56 (-3.12%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.56 | 63 |
| 3 months | -3.42 | 52 |
| 6 months | 1.56 | 63 |
| 1 Year | 13.60 | 22 |
| 3 Year | -0.99 | 58 |
| 5 Year | 6.60 | 70 |
| 10 Year | 7.10 | 55 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 146.37 |
| Bear Market (10/07 - 2/09) | -55.90 |
| Bull Market (2/09 - 3/21) | 527.87 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 13.60 |
| 5 Year | 6.60 |
| 10 Year | 7.10 |
| Since Inception | 8.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.17 | -3.42 | NA | NA |
| 2023 | 3.47 | 3.42 | -2.72 | 14.98 |
| 2022 | -10.95 | -14.57 | -3.61 | 5.65 |
| 2021 | 10.37 | 5.75 | -1.12 | 4.22 |
| 2020 | -33.33 | 29.80 | 9.12 | 20.51 |
| 2019 | 14.53 | 5.84 | -0.64 | 7.48 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.56 | 19.70 | -22.53 | 20.28 | 13.79 | 29.46 | -11.54 | 13.84 | 12.93 | 2.40 | 7.18 |
| % Total Return Rel to Index | -13.73 | -6.54 | -4.32 | -8.39 | -4.60 | -2.03 | -7.15 | -7.95 | 1.00 | 1.01 | -6.46 |
| % Total Return Rel to Peer | -1.65 | 3.62 | -3.01 | 0.97 | -5.19 | 4.02 | -0.76 | -1.75 | -3.01 | 7.13 | 4.51 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.05 | 0.05 | 0.06 | 0.00 | 0.10 | 0.12 |
| % Yield | 0.00 | 0.01 | 0.00 | 0.20 | 0.00 | 0.29 | 0.31 | 0.31 | 0.01 | 0.54 | 0.53 |
| Capital Gains ($) | 0.00 | 0.00 | 1.14 | 4.54 | 0.00 | 0.00 | 3.64 | 1.69 | 0.72 | 1.86 | 3.42 |
| Expense Ratio | 0.00 | 0.73 | 0.89 | 0.86 | 0.90 | 0.67 | 0.81 | 1.02 | 0.99 | 0.66 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%