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Fidelity Small Cap Value Index (FISVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.03+0.23 (+0.97%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.16%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (1 May 2024)28.14%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return28.14%
Worst 3-yr total return4.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFISVXCategory
YTD2.87%26.79%
1-month4.34%-1.77%
3-month2.87%4.45%
1-year18.73%71.02%
3-year2.23%9.35%
5-year0.00%12.17%
10-year0.00%9.95%
Last bull market61.31%28.07%
Last bear market-15.24%-24.24%

Annual total return (%) history

Year
FISVXCategory
2024
N/AN/A
2023
14.73%N/A
2022
-14.43%N/A
2021
28.14%N/A
2020
4.48%4.02%
2019
N/A21.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.87%N/AN/AN/A
2023-0.61%3.24%-2.97%15.23%
2022-2.39%-15.24%-4.59%8.41%
202121.12%4.56%-3.03%4.33%
2020-35.72%18.93%2.60%33.20%
20198.45%N/AN/AN/A

Rank in category (by total return)

YTD78
1-month66
3-month78
1-year62
3-year90
5-yearN/A

Load adjusted returns

1-year18.73%
3-year2.23%
5-yearN/A
10-yearN/A