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Fidelity Mid Cap Value Fund (FMPEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.45-0.18 (-0.63%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.77%
5-Year Average Return9.53%
Number of Years Up10
Number of Years Down6
Best 1 Yr Total Return (Apr 24, 2024)37.43%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return37.43%
Worst 3-Yr Total Return-0.61%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFMPEXCategory
YTD10.84%21.28%
1-Month6.40%-1.96%
3-Month10.84%4.90%
1-Year32.17%55.83%
3-Year10.46%11.08%
5-Year11.34%11.93%
10-Year7.75%10.64%
Last Bull Market51.83%25.54%
Last Bear Market-14.25%-22.08%

Annual Total Return (%) History

Year
FMPEXCategory
2024
N/AN/A
2023
21.31%N/A
2022
-11.49%N/A
2021
32.56%N/A
2020
-0.03%2.63%
2019
22.30%25.18%
2018
-19.69%-12.86%
2017
15.76%13.22%
2016
11.27%18.06%
2015
-5.55%-5.41%
2014
15.47%9.31%
2013
37.43%35.14%
2012
17.83%16.60%
2011
-5.23%-3.96%
2010
24.23%21.92%
2009
33.99%35.41%
2008
-41.14%-36.77%
2007
N/A0.83%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.84%N/AN/AN/A
20231.73%6.72%-1.76%13.73%
2022-1.73%-14.25%-5.10%10.70%
202117.07%3.85%0.38%8.63%
2020-32.41%18.76%3.06%20.84%
201912.72%0.83%0.15%7.45%
2018-4.12%-0.64%0.74%-16.32%
20173.87%1.05%2.36%7.75%
20160.56%0.88%3.03%6.46%
20152.32%-0.29%-10.17%3.06%
20143.17%4.78%-0.95%7.83%
201316.14%1.73%5.74%10.01%
201212.58%-3.64%5.64%2.82%
20117.39%-1.96%-20.22%12.82%
20109.66%-9.75%11.60%12.47%
2009-15.04%20.07%25.23%4.88%
2008-11.69%1.54%-12.55%-24.94%
20073.90%-3.92%-4.48%N/A

Rank In Category (By Total Return)

YTD11
1-Month18
3-Month11
1-Year8
3-Year17
5-Year37

Load Adjusted Returns

1-Year31.17%
3-Year10.46%
5-Year11.34%
10-Year7.75%