Singapore markets open in 6 hours 44 minutes

Fidelity Series Stk Selec Lg Cp Val (FBLEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.68-0.01 (-0.07%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.98%
5-year average return11.32%
Number of years up8
Number of years down3
Best 1-yr total return (25 Jun 2024)31.77%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return31.77%
Worst 3-yr total return6.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFBLEXCategory
YTD8.16%4.44%
1-month2.98%-4.04%
3-month4.17%4.09%
1-year25.90%14.37%
3-year7.78%6.04%
5-year12.78%9.20%
10-year9.26%8.57%
Last bull market24.32%22.97%
Last bear market-11.96%-11.27%

Annual total return (%) history

Year
FBLEXCategory
2024
N/AN/A
2023
15.58%11.63%
2022
-4.75%-5.90%
2021
26.75%26.22%
2020
4.39%2.91%
2019
25.58%25.04%
2018
-8.93%-8.53%
2017
12.39%15.94%
2016
16.84%14.81%
2015
-5.81%-4.05%
2014
13.99%10.21%
2013
31.77%31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.80%N/AN/AN/A
20231.57%4.49%-1.35%10.40%
20220.81%-11.96%-6.37%14.62%
202112.12%5.96%-0.86%7.62%
2020-27.99%15.81%5.77%18.36%
201910.91%4.32%1.30%7.15%
2018-3.64%1.62%5.25%-11.64%
20173.11%0.63%3.59%4.57%
20162.62%3.44%3.24%6.62%
20150.83%-0.46%-9.59%3.81%
20141.99%5.59%0.15%5.69%
201312.26%3.93%4.64%7.93%

Rank in category (by total return)

YTD43
1-month53
3-month42
1-year25
3-year24
5-year27

Load adjusted returns

1-year25.90%
3-year7.78%
5-year12.78%
10-year9.26%