Canada markets close in 6 hours 20 minutes

Fidelity Series Intrinsic Opps (FDMLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
11.55-0.02 (-0.17%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.65%
5-Year Average Return14.23%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)39.97%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return39.97%
Worst 3-Yr Total Return6.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFDMLXCategory
YTD9.51%21.28%
1-Month4.13%-1.96%
3-Month4.68%4.90%
1-Year32.32%55.83%
3-Year8.90%11.08%
5-Year15.67%11.93%
10-Year11.38%10.64%
Last Bull Market27.41%25.54%
Last Bear Market-10.47%-22.08%

Annual Total Return (%) History

Year
FDMLXCategory
2024
N/AN/A
2023
19.67%N/A
2022
-3.50%N/A
2021
27.63%N/A
2020
11.46%2.63%
2019
17.68%25.18%
2018
-7.14%-12.86%
2017
24.37%13.22%
2016
10.99%18.06%
2015
2.78%-5.41%
2014
7.96%9.31%
2013
39.97%35.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.88%N/AN/AN/A
20232.52%4.23%-0.78%12.87%
2022-0.35%-10.47%-3.55%12.16%
202116.96%5.47%-1.10%4.61%
2020-26.47%17.85%7.00%20.22%
20196.20%-0.18%-0.82%11.93%
2018-0.22%1.94%4.17%-12.36%
20175.24%5.42%4.89%6.87%
20161.29%0.71%6.28%2.38%
20155.22%3.77%-7.81%2.10%
20140.14%5.68%-0.69%2.71%
201311.38%6.34%9.17%8.25%

Rank In Category (By Total Return)

YTD8
1-Month28
3-Month26
1-Year12
3-Year7
5-Year6

Load Adjusted Returns

1-Year32.32%
3-Year8.90%
5-Year15.67%
10-Year11.38%