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Fidelity Mid Cap Value Fund (FMPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.860.00 (0.00%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.27%
5-year average return10.98%
Number of years up11
Number of years down5
Best 1-yr total return (20 Jun 2024)38.50%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return38.50%
Worst 3-yr total return0.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMPAXCategory
YTD8.65%21.28%
1-month4.51%-1.96%
3-month4.16%4.90%
1-year34.27%55.83%
3-year8.13%11.08%
5-year13.20%11.93%
10-year8.14%10.64%
Last bull market34.00%25.54%
Last bear market-14.08%-22.08%

Annual total return (%) history

Year
FMPAXCategory
2024
N/AN/A
2023
22.21%N/A
2022
-10.77%N/A
2021
33.60%N/A
2020
0.69%2.63%
2019
23.20%25.18%
2018
-19.09%-12.86%
2017
16.67%13.22%
2016
12.08%18.06%
2015
-4.84%-5.41%
2014
16.31%9.31%
2013
38.50%35.14%
2012
18.77%16.60%
2011
-4.54%-3.96%
2010
25.06%21.92%
2009
35.14%35.41%
2008
-40.74%-36.77%
2007
N/A0.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.05%N/AN/AN/A
20231.92%6.93%-1.60%13.96%
2022-1.53%-14.08%-4.93%10.92%
202117.30%4.08%0.55%8.83%
2020-32.29%19.05%3.21%21.03%
201912.93%0.99%0.37%7.63%
2018-3.96%-0.46%0.92%-16.15%
20174.08%1.26%2.52%7.98%
20160.72%1.08%3.25%6.62%
20152.51%-0.08%-10.04%3.27%
20143.34%4.98%-0.76%8.02%
201316.40%1.90%5.96%10.20%
201212.81%-3.47%5.91%2.98%
20117.63%-1.76%-20.10%12.98%
20109.83%-9.60%11.81%12.65%
2009-14.89%20.47%25.44%5.08%
2008-11.51%1.67%-12.32%-24.87%
20074.07%-3.69%-4.24%N/A

Rank in category (by total return)

YTD16
1-month16
3-month38
1-year5
3-year10
5-year21

Load adjusted returns

1-year26.54%
3-year6.01%
5-year11.87%
10-year7.50%