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Fidelity Small Cap Value Fund (FCPVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.49-0.07 (-0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.11%
5-year average return10.15%
Number of years up14
Number of years down5
Best 1-yr total return (29 Apr 2024)38.14%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return38.14%
Worst 3-yr total return4.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFCPVXCategory
YTD6.37%26.79%
1-month5.15%-1.77%
3-month6.37%4.45%
1-year22.89%71.02%
3-year7.13%9.35%
5-year12.75%12.17%
10-year9.35%9.95%
Last bull market70.36%28.07%
Last bear market-15.25%-24.24%

Annual total return (%) history

Year
FCPVXCategory
2024
N/AN/A
2023
17.74%N/A
2022
-13.16%N/A
2021
38.14%N/A
2020
11.18%4.02%
2019
20.85%21.43%
2018
-15.04%-15.46%
2017
12.26%8.54%
2016
21.28%25.99%
2015
-1.60%-6.71%
2014
6.62%3.34%
2013
37.08%36.22%
2012
20.13%16.00%
2011
-3.64%-4.45%
2010
25.08%26.17%
2009
36.57%31.32%
2008
-30.27%-32.24%
2007
1.10%-6.08%
2006
15.65%16.27%
2005
17.61%6.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.37%N/AN/AN/A
20231.92%3.54%-2.30%14.21%
2022-1.71%-15.25%-5.84%10.72%
202122.18%5.46%1.46%5.67%
2020-32.11%17.40%4.78%33.14%
201910.81%1.85%1.36%5.64%
2018-1.38%1.65%2.07%-16.97%
20170.11%2.55%2.80%6.37%
20163.76%1.21%4.32%10.71%
20152.17%0.05%-5.69%2.07%
20140.25%3.53%-7.82%11.43%
201316.50%-0.21%7.81%9.37%
201211.95%-2.81%3.57%6.61%
20115.96%-3.14%-20.18%17.63%
20109.07%-8.39%10.79%12.98%
2009-12.23%25.31%20.37%3.17%
2008-11.84%-4.84%6.86%-22.23%
20073.14%7.13%-5.42%-3.26%
200613.18%-4.92%-1.35%8.94%
20052.42%3.94%6.76%3.48%

Rank in category (by total return)

YTD23
1-month40
3-month23
1-year31
3-year33
5-year17

Load adjusted returns

1-year22.89%
3-year7.13%
5-year12.75%
10-year9.35%