Fidelity Investments

  • Fidelity Capital Appreciation Fund

Fidelity Capital Appreciation Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1986 -3.2 0 0 0 0 0 0 0 0 0 0 0 0
1987 5 -0.4 -27.4 1.7 -1.5 12.8 4.2 0.5 1 4.8 7.5 16.9 19.3
1988 2.9 -1.1 2.4 3.8 -1.1 -0.4 5.5 1 3.3 3.4 8.8 4.3 37.6
1989 2.4 2 -4.2 -0.3 0.4 6.5 2.3 3.8 4.6 3.2 -1.1 4.9 26.9
1990 3.7 5.2 -3.2 -7.3 -10.4 -1.9 -0.9 5.3 -3.5 0.8 1.3 -4.6 -15.7
1991 4.6 -5.9 -2 -3.1 -0.1 3.8 -3 1.3 0.4 2.4 7.8 4.2 10
1992 3.5 1.1 0.6 0.2 -4 0.5 -0.1 1.2 2.9 -0.2 4.1 5.8 16.3
1993 4.5 -0.4 5.9 -2.3 1.3 2.2 0.3 2.7 4.8 5.6 2.2 2.8 33.4
1994 -0.9 0.7 -0.6 0.4 4 2.2 -3.3 0.8 0.6 -4.2 -2.2 5.4 2.5
1995 1.1 1.6 -4.4 1.2 3 4.8 2.3 0.7 2.6 0 1.8 3 18.7
1996 0.1 5.5 0.1 5.4 3.3 -5.6 -3 2.8 1.7 0.2 -0.4 4.6 15
1997 2.6 0.6 -6.2 6.2 -1.8 7.8 5.6 9.1 2.1 -3.8 -1.4 4.5 26.6
1998 11.8 5 6.2 7.3 -21 -0.7 2.3 -3.8 2.4 3.7 8.5 -1.9 16.9
1999 16 8.1 3.8 -2.4 -0.1 -1.9 5.6 -2.4 7.4 4 -5.3 7.9 46.2
2000 7.2 -11.2 -7.2 -8.1 9.9 -4.4 6.4 -8.1 -7.2 2.7 8.8 -4.8 -17.8
2001 2.8 7.7 5.6 -14 -5.5 -3.3 -1 -2.3 16.4 -6.7 -8.8 4.9 -7.6
2002 -9 9.2 10.9 -9.1 -1.5 -10.2 -8.6 0.3 -4.3 5 -2.4 -1.2 -21.3
2003 4.5 -0.2 7.4 1.3 5.6 3 2.3 9.2 8.1 1.6 0.4 -0.2 51.7
2004 4.1 4.6 1.8 4.3 -1 -6.2 1.8 0.2 -2.5 0.4 2.5 1.4 11.3
2005 0.8 4.1 -2.9 1.5 -0.2 5.8 0.1 6.5 -4.6 -1.7 0.7 -3.7 5.8
2006 1.3 2.9 2.9 2.1 1.8 -3.3 -0.9 -3.8 1.8 3.1 -1.1 6.8 0
2007 -4.6 -5.4 4.6 5 0.8 -2.6 -0.6 4.7 3.3 1.1 -1.9 3.1 6.9
2008 5 -9.1 -16.2 -12.9 -1.9 -3.8 -4.7 2.8 5.3 -3.7 -2.9 -6.3 -40.5
2009 7.3 6.8 -7.2 7.6 3.8 7.4 -3.2 7.8 11.3 10.1 -8.8 -8.5 36.4
2010 4.3 1.2 5.2 10 -7.6 8.2 -6.3 -6.1 1.5 6.9 5.6 -3.8 18.3
2011 -0.2 -3.2 12.4 -6.6 -5.8 -3.4 -0.9 -1.4 2.9 -0.1 3.3 1.5 -2.7
2012 1.2 2 -1.7 1.9 3.3 -0.4 1.7 -3.8 0.3 3.7 4.9 7.9 22.5
2013 2.8 4.3 3.6 4.9 -3.1 6.8 -2 2.2 2 4.9 0.9 4.3 36.1
2014 -1 1.8 2.7 -1.4 4.7 -0.4 2.8 3 -2.3 -3.1 5.1 -1 10.9
2015 -0.4 -0.4 8.2 -4.8 -6.9 1.7 -0.4 2.6 -0.9 -1 6 -0.8 1.9
2016 0.1 5.2 -3.6 1 -0.3 5.8 -4 1.2 0.4 5.9 0.5 -8.2 3.2
2017 1.4 2.2 2.2 1.9 1.4 3.5 0 0.6 1.6 1.6 2.3 3.2 24
2018 -8.9 0.8 -9.4 0.2 4.5 0.9 0.2 4.4 0.6 -1.9 -2.5 7.1 -5.2
2019 -9.2 3.2 2.7 -0.4 -1.2 0.9 6.7 -5.3 4.1 1.9 3.7 7.5 14.1
2020 4.3 9.8 -1.2 -10.7 7.6 6.8 4.5 7.4 13.5 -13 -5.2 1.1 23.3
2021 -12.7 -0.9 8.1 -5.7 3.8 1.6 3 0.2 5.3 18.8 2.2 -13.7 5.7
2022 -13.3 6 5.6 -9.3 -4.5 9.7 -6.8 -1.2 -9.8 4 -1.5 -8 -27.8
2023 1.9 10.3 -3.1 -5.4 -1.2 3.9 6.7 2.3 0.1 2.9 -1.7 6.4 24.5
2024 -2.01 2.84 2.9