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Fidelity Capital Trust: Fidelity Focused Stock Fund: (MF: FTQGX)
(NASDAQ Mutual Funds) As of Aug 23, 2024 08:00 PM ET
$39.61 USD
+0.60 (1.54%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 27.10 | 1 |
| 3 months | 7.27 | 58 |
| 6 months | 21.79 | 1 |
| 1 Year | 31.91 | 1 |
| 3 Year | 9.51 | 10 |
| 5 Year | 16.69 | 6 |
| 10 Year | 14.81 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 126.24 |
| Bear Market (10/07 - 2/09) | -45.71 |
| Bull Market (2/09 - 3/21) | 1,097.77 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 39.34 |
| 5 Year | 17.77 |
| 10 Year | 14.66 |
| Since Inception | 9.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 23.11 | 5.39 | NA | NA |
| 2023 | 5.71 | 13.56 | -2.46 | 10.11 |
| 2022 | -9.99 | -16.25 | -6.84 | 4.51 |
| 2021 | 2.44 | 12.64 | 0.66 | 9.43 |
| 2020 | -14.53 | 27.51 | 13.34 | 7.89 |
| 2019 | 15.51 | 4.39 | -1.19 | 10.25 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 27.10 | 28.93 | -26.60 | 27.11 | 33.26 | 31.36 | 5.29 | 31.22 | 3.25 | 1.45 | 4.56 |
| % Total Return Rel to Index | 10.39 | 2.68 | -8.40 | -1.56 | 14.86 | -0.12 | 9.69 | 9.42 | -8.68 | 0.06 | -9.07 |
| % Total Return Rel to Peer | 14.42 | 5.93 | -6.91 | 5.06 | 13.35 | 2.94 | 12.16 | 10.54 | -4.56 | 3.05 | -3.64 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 | 1.00 | 1.00 | 4.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.18 | 0.20 | 0.00 | 0.01 | 0.02 | 0.02 | 0.10 | 0.10 | 0.04 | 0.01 |
| % Yield | 0.00 | 0.58 | 0.76 | 0.00 | 0.01 | 0.07 | 0.11 | 0.40 | 0.53 | 0.22 | 0.07 |
| Capital Gains ($) | 0.00 | 0.00 | 1.68 | 4.70 | 3.54 | 1.30 | 3.04 | 1.33 | 0.09 | 1.01 | 1.92 |
| Expense Ratio | 0.61 | 0.51 | 0.79 | 0.86 | 0.87 | 0.89 | 0.81 | 0.57 | 0.62 | 0.72 | 0.78 |
* 1 = Top 20%, 5 = Bottom 20%