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Fidelity Mid Cap Value Index (FIMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.01+0.05 (+0.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.44%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (16 May 2024)28.19%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return28.19%
Worst 3-yr total return5.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIMVXCategory
YTD2.55%21.28%
1-month-5.26%-1.96%
3-month4.41%4.90%
1-year14.07%55.83%
3-year3.24%11.08%
5-year0.00%11.93%
10-year0.00%10.64%
Last bull market27.69%25.54%
Last bear market-14.73%-22.08%

Annual total return (%) history

Year
FIMVXCategory
2024
N/AN/A
2023
12.76%N/A
2022
-12.07%N/A
2021
28.19%N/A
2020
4.74%2.63%
2019
N/A25.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.23%N/AN/AN/A
20231.32%3.91%-4.45%12.09%
2022-1.81%-14.73%-4.90%10.43%
202112.99%5.65%-1.02%8.50%
2020-31.67%19.72%6.31%20.43%
20196.29%N/AN/AN/A

Rank in category (by total return)

YTD49
1-month51
3-month38
1-year53
3-year72
5-yearN/A

Load adjusted returns

1-year14.07%
3-year3.24%
5-yearN/A
10-yearN/A