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Fidelity Mid Cap Value Index (FIMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.20+0.05 (+0.19%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.02%
5-Year Average Return0.00%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jun 25, 2024)28.19%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return28.19%
Worst 3-Yr Total Return5.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIMVXCategory
YTD6.25%21.28%
1-Month3.61%-1.96%
3-Month3.25%4.90%
1-Year23.66%55.83%
3-Year3.79%11.08%
5-Year0.00%11.93%
10-Year0.00%10.64%
Last Bull Market27.69%25.54%
Last Bear Market-14.73%-22.08%

Annual Total Return (%) History

Year
FIMVXCategory
2024
N/AN/A
2023
12.76%N/A
2022
-12.07%N/A
2021
28.19%N/A
2020
4.74%2.63%
2019
N/A25.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.23%N/AN/AN/A
20231.32%3.91%-4.45%12.09%
2022-1.81%-14.73%-4.90%10.43%
202112.99%5.65%-1.02%8.50%
2020-31.67%19.72%6.31%20.43%
20196.29%N/AN/AN/A

Rank In Category (By Total Return)

YTD47
1-Month43
3-Month59
1-Year48
3-Year70
5-YearN/A

Load Adjusted Returns

1-Year23.66%
3-Year3.79%
5-YearN/A
10-YearN/A