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Fidelity Value Strategies K (FVSKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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56.15-0.46 (-0.81%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.81%
5-Year Average Return12.58%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Jun 30, 2024)59.54%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return59.54%
Worst 3-Yr Total Return3.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFVSKXCategory
YTD6.96%21.28%
1-Month4.57%-1.96%
3-Month4.68%4.90%
1-Year30.95%55.83%
3-Year8.01%11.08%
5-Year15.28%11.93%
10-Year9.97%10.64%
Last Bull Market27.94%25.54%
Last Bear Market-13.03%-22.08%

Annual Total Return (%) History

Year
FVSKXCategory
2024
N/AN/A
2023
20.65%N/A
2022
-7.26%N/A
2021
33.47%N/A
2020
8.41%2.63%
2019
34.73%25.18%
2018
-17.32%-12.86%
2017
19.31%13.22%
2016
11.41%18.06%
2015
-2.43%-5.41%
2014
6.63%9.31%
2013
30.60%35.14%
2012
27.29%16.60%
2011
-9.16%-3.96%
2010
26.79%21.92%
2009
59.54%35.41%
2008
N/A-36.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.50%N/AN/AN/A
20231.28%6.21%0.28%11.85%
20220.64%-13.03%-7.02%13.96%
202116.91%6.29%-1.97%9.57%
2020-34.91%22.15%6.13%28.48%
201917.67%3.71%0.73%9.60%
2018-4.71%4.17%1.85%-18.21%
20176.22%3.01%3.74%5.10%
2016-0.48%2.20%4.67%4.65%
20154.50%1.18%-10.96%3.65%
20140.98%4.96%-1.18%1.80%
201310.15%2.04%6.11%9.51%
201215.23%-2.50%7.26%5.63%
20116.11%0.20%-24.10%12.56%
201011.10%-11.62%12.67%14.61%
2009-10.91%34.71%27.81%4.00%
2008-13.54%-33.76%N/AN/A

Rank In Category (By Total Return)

YTD37
1-Month14
3-Month25
1-Year14
3-Year11
5-Year7

Load Adjusted Returns

1-Year30.95%
3-Year8.01%
5-Year15.28%
10-Year9.97%