FAGIX
Fidelity Capital & Income Fund
Mutual fund
$11.18+0.05 (+0.45%)Close Oct 2, 2026
Jan 30, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $767,235
- CAGR
- +9.75%
- Max drawdown
- −37.80%
- Sharpe ratio
- 1.32
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.27%
- 3M
- −0.54%
- 6M
- +5.07%
- YTD
- +6.60%
- 1Y
- +8.08%
- 3Y
- +12.33%
- 5Y
- +6.36%
- 10Y
- +7.69%
- 15Y
- +8.13%
- 20Y
- +7.90%
- 25Y
- +9.15%
- 30Y
- +8.06%
- Since 1980
- +9.75%
Metrics
Since 1980| Volatility | 7.24% |
|---|---|
| Sortino ratio | 2.05 |
| Calmar ratio | 0.26 |
| Best year, 2009 | +72.34% |
| Worst year, 2008 | −31.59% |
| Positive years | 33 of 45 |
| Longest drawdown | 3.1 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −37.8% | Jun 2007 | Dec 2008 | Sep 2009 | 2.3 years |
| −30.2% | Mar 2000 | Jul 2002 | Apr 2003 | 3.1 years |
| −28.4% | Feb 2020 | Mar 2020 | Sep 2020 | 6 months |
| −15.7% | Jul 1998 | Oct 1998 | Jan 1999 | 6 months |
| −14.9% | Apr 2011 | Oct 2011 | Jul 2012 | 1.3 years |
Annual returns
1980 from Jan 30 · 2026 through Oct 2