FSLCX Performance — Fidelity Small Cap Stock Fund
Data updated: 2026-09-23
FSLCX returned +17.79% year to date and +29.14% over one year to Jul 2026. Annualised returns are +16.25% over 3 years and +7.34% over 5 years. The fund beat its US Small Blend category average: $100 invested three years ago grew to $157, against $146 for the category, and to $129 over one year, against $129. Volatility over the past three years was 19.15% a year. In the 12 months to Jul 2026 the fund took in a net $75.0M, and assets reached $1.34B.
FSLCX Growth of $100
What $100 invested in Fidelity Small Cap Stock Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | FSLCX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $129 | $129 |
| 3 years (Aug 2023 – Jul 2026) | $157 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $143 | $141 |
| Since data start (Aug 2019 – Jul 2026) | $200 | $204 |
FSLCX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +17.79% |
| 1 year | +29.14% |
| 3 years (annualised) | +16.25% |
| 5 years (annualised) | +7.34% |
FSLCX Annual Returns
Calendar-year total returns of Fidelity Small Cap Stock Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +17.79% |
| 2025 | +15.23% |
| 2024 | +9.33% |
| 2023 | +19.69% |
| 2022 | −22.54% |
| 2021 | +20.21% |
| 2020 | +13.82% |
| 2019 (Aug–Dec) | +6.23% |
FSLCX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.9% | +0.3% | −5.8% | +12.5% | +4.2% | +8.1% | −5.3% | — | — | — | — | — |
| 2025 | +4.0% | −5.6% | −3.7% | −0.6% | +5.6% | +4.9% | +1.0% | +6.2% | +1.3% | −1.1% | +3.2% | −0.1% |
| 2024 | −2.9% | +5.0% | +3.1% | −7.2% | +5.5% | −1.2% | +9.0% | +0.4% | +1.1% | −3.6% | +8.9% | −7.5% |
| 2023 | +10.4% | −2.3% | −4.1% | −0.8% | −2.9% | +7.4% | +5.7% | −2.3% | −5.7% | −5.9% | +9.7% | +11.4% |
| 2022 | −9.7% | −1.8% | +0.4% | −7.6% | +0.2% | −7.7% | +11.3% | −3.4% | −10.4% | +8.8% | +2.2% | −5.0% |
| 2021 | +1.8% | +5.1% | +3.1% | +3.6% | +1.6% | +0.5% | −0.5% | +3.2% | −3.6% | +4.2% | −3.5% | +3.6% |
| 2020 | −0.3% | −8.8% | −26.7% | +15.9% | +9.6% | +2.1% | +6.2% | +5.8% | −2.9% | −1.0% | +11.2% | +9.5% |
| 2019 | — | — | — | — | — | — | — | −2.2% | +1.1% | +1.8% | +4.0% | +1.6% |
FSLCX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 19.15%
- 3-year Sharpe ratio: 0.61 (vs 4.5% risk-free rate)
- Best month: +12.54% (Apr 2026)
- Worst month: −7.49% (Dec 2024)
FSLCX Fund Flows
Monthly money in and out of Fidelity Small Cap Stock Fund, from SEC Form N-PORT.
- 12-month net flow: $75.0M
- 12-month gross sales (incl. reinvestments): $260.3M
- Sales ÷ redemptions: 1.40×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $7.3M | $14.0M | −$6.7M |
| Jun 2026 | $59.5M | $13.9M | $45.6M |
| May 2026 | $4.5M | $16.7M | −$12.2M |
| Apr 2026 | $4.4M | $17.5M | −$13.1M |
| Mar 2026 | $3.5M | $15.1M | −$11.6M |
| Feb 2026 | $6.6M | $13.5M | −$6.9M |
| Jan 2026 | $14.1M | $18.0M | −$4.0M |
| Dec 2025 | $136.6M | $20.1M | $116.5M |
| Nov 2025 | $4.9M | $16.2M | −$11.3M |
| Oct 2025 | $6.4M | $15.5M | −$9.1M |
| Sep 2025 | $7.8M | $12.2M | −$4.4M |
| Aug 2025 | $4.9M | $12.7M | −$7.8M |
FSLCX Assets Under Management
Net assets of Fidelity Small Cap Stock Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.34B |
| 2026-04-30 | $1.29B |
| 2026-01-31 | $1.24B |
| 2025-10-31 | $1.17B |
| 2025-07-31 | $1.12B |
| 2025-04-30 | $1.03B |
| 2025-01-31 | $1.20B |
| 2024-10-31 | $1.18B |
| 2024-07-31 | $1.23B |
| 2024-04-30 | $1.11B |
| 2024-01-31 | $1.14B |
| 2023-10-31 | $1.03B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.