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Fidelity Mid Cap Value Fund (FMPTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.59+0.34 (+1.12%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.53%
5-Year Average Return12.90%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (May 30, 2024)38.17%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return38.17%
Worst 3-Yr Total Return-0.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFMPTXCategory
YTD3.85%21.28%
1-Month-6.40%-1.96%
3-Month5.60%4.90%
1-Year23.56%55.83%
3-Year7.20%11.08%
5-Year9.69%11.93%
10-Year7.56%10.64%
Last Bull Market33.85%25.54%
Last Bear Market-14.17%-22.08%

Annual Total Return (%) History

Year
FMPTXCategory
2024
N/AN/A
2023
21.94%N/A
2022
-11.00%N/A
2021
33.18%N/A
2020
0.42%2.63%
2019
22.90%25.18%
2018
-19.31%-12.86%
2017
16.33%13.22%
2016
11.79%18.06%
2015
-5.14%-5.41%
2014
15.97%9.31%
2013
38.17%35.14%
2012
18.39%16.60%
2011
-4.79%-3.96%
2010
24.80%21.92%
2009
34.68%35.41%
2008
-40.82%-36.77%
2007
N/A0.83%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.94%N/AN/AN/A
20231.84%6.86%-1.61%13.89%
2022-1.57%-14.17%-4.97%10.85%
202117.21%3.99%0.48%8.75%
2020-32.35%18.96%3.12%21.00%
201912.82%0.95%0.28%7.61%
2018-4.04%-0.50%0.84%-16.20%
20174.02%1.18%2.45%7.88%
20160.68%0.99%3.17%6.56%
20152.42%-0.16%-10.09%3.19%
20143.24%4.92%-0.84%7.98%
201316.32%1.85%5.88%10.15%
201212.69%-3.54%5.81%2.93%
20117.51%-1.82%-20.14%12.96%
20109.76%-9.68%11.83%12.57%
2009-14.98%20.35%25.36%5.00%
2008-11.53%1.60%-12.41%-24.83%
20074.07%-3.80%-4.37%N/A

Rank In Category (By Total Return)

YTD27
1-Month90
3-Month20
1-Year7
3-Year16
5-Year31

Load Adjusted Returns

1-Year19.24%
3-Year5.93%
5-Year8.91%
10-Year7.18%