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Fidelity Mid Cap Value (FSMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.46+0.04 (+0.13%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.23%
5-Year Average Return10.63%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (Apr 25, 2024)38.96%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return38.96%
Worst 3-Yr Total Return0.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFSMVXCategory
YTD11.10%21.28%
1-Month6.50%-1.96%
3-Month11.10%4.90%
1-Year33.55%55.83%
3-Year11.64%11.08%
5-Year12.52%11.93%
10-Year8.88%10.64%
Last Bull Market53.25%25.54%
Last Bear Market-14.03%-22.08%

Annual Total Return (%) History

Year
FSMVXCategory
2024
N/AN/A
2023
22.62%N/A
2022
-10.54%N/A
2021
34.00%N/A
2020
0.97%2.63%
2019
23.59%25.18%
2018
-18.84%-12.86%
2017
17.00%13.22%
2016
12.39%18.06%
2015
-4.55%-5.41%
2014
16.65%9.31%
2013
38.96%35.14%
2012
19.14%16.60%
2011
-4.23%-3.96%
2010
25.37%21.92%
2009
35.44%35.41%
2008
-40.54%-36.77%
2007
2.66%0.83%
2006
14.50%15.87%
2005
13.68%8.82%
2004
21.87%17.85%
2003
33.49%33.85%
2002
-13.52%-13.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.10%N/AN/AN/A
20232.00%7.00%-1.49%14.04%
2022-1.47%-14.03%-4.84%10.99%
202117.38%4.17%0.61%8.93%
2020-32.28%19.14%3.27%21.18%
201913.00%1.07%0.41%7.77%
2018-3.92%-0.37%1.03%-16.08%
20174.16%1.32%2.60%8.06%
20160.81%1.15%3.29%6.71%
20152.59%0.00%-9.97%3.35%
20143.39%5.07%-0.67%8.10%
201316.46%1.98%6.05%10.33%
201212.86%-3.39%5.99%3.09%
20117.71%-1.69%-20.01%13.07%
20109.87%-9.55%11.98%12.67%
2009-14.83%20.37%25.54%5.23%
2008-11.43%1.73%-12.27%-24.79%
20076.74%4.18%-3.63%-4.21%
20065.46%0.77%0.95%6.72%
2005-0.36%4.99%6.92%1.65%
20045.38%0.63%1.95%12.73%
2003-3.41%15.74%4.73%14.03%
20025.57%-3.40%-18.72%4.33%

Rank In Category (By Total Return)

YTD10
1-Month17
3-Month10
1-Year8
3-Year9
5-Year21

Load Adjusted Returns

1-Year33.55%
3-Year11.64%
5-Year12.52%
10-Year8.88%