FDCAX
Fidelity Capital Appreciation Fund
Mutual fund
$54.48+0.30 (+0.55%)Close Oct 2, 2026
Nov 26, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $918,906
- CAGR
- +12.01%
- Max drawdown
- −58.53%
- Sharpe ratio
- 0.69
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.09%
- 3M
- +3.08%
- 6M
- +20.00%
- YTD
- +18.05%
- 1Y
- +21.55%
- 3Y
- +25.25%
- 5Y
- +13.84%
- 10Y
- +16.38%
- 15Y
- +16.18%
- 20Y
- +11.86%
- 25Y
- +11.81%
- 30Y
- +11.19%
- Since 1986
- +12.01%
Metrics
Since 1986| Volatility | 19.23% |
|---|---|
| Sortino ratio | 0.96 |
| Calmar ratio | 0.21 |
| Best year, 2003 | +51.68% |
| Worst year, 2008 | −40.47% |
| Positive years | 31 of 39 |
| Longest drawdown | 5.8 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.5% | Oct 2007 | Mar 2009 | Aug 2012 | 4.8 years |
| −53.1% | Mar 2000 | Oct 2002 | Jan 2006 | 5.8 years |
| −35.7% | Oct 1987 | Oct 1987 | Oct 1988 | 1 year |
| −33.1% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −32.3% | Jul 1998 | Oct 1998 | Jan 1999 | 6 months |
Annual returns
1986 from Nov 26 · 2026 through Oct 2