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Fidelity Mid Cap Value Fund (FMPEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.40+0.11 (+0.39%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.58%
5-year average return9.87%
Number of years up10
Number of years down6
Best 1-yr total return (27 Jun 2024)37.43%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return37.43%
Worst 3-yr total return-0.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMPEXCategory
YTD8.30%21.28%
1-month4.44%-1.96%
3-month3.96%4.90%
1-year33.21%55.83%
3-year7.31%11.08%
5-year12.34%11.93%
10-year7.33%10.64%
Last bull market33.57%25.54%
Last bear market-14.25%-22.08%

Annual total return (%) history

Year
FMPEXCategory
2024
N/AN/A
2023
21.31%N/A
2022
-11.49%N/A
2021
32.56%N/A
2020
-0.03%2.63%
2019
22.30%25.18%
2018
-19.69%-12.86%
2017
15.76%13.22%
2016
11.27%18.06%
2015
-5.55%-5.41%
2014
15.47%9.31%
2013
37.43%35.14%
2012
17.83%16.60%
2011
-5.23%-3.96%
2010
24.23%21.92%
2009
33.99%35.41%
2008
-41.14%-36.77%
2007
N/A0.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.84%N/AN/AN/A
20231.73%6.72%-1.76%13.73%
2022-1.73%-14.25%-5.10%10.70%
202117.07%3.85%0.38%8.63%
2020-32.41%18.76%3.06%20.84%
201912.72%0.83%0.15%7.45%
2018-4.12%-0.64%0.74%-16.32%
20173.87%1.05%2.36%7.75%
20160.56%0.88%3.03%6.46%
20152.32%-0.29%-10.17%3.06%
20143.17%4.78%-0.95%7.83%
201316.14%1.73%5.74%10.01%
201212.58%-3.64%5.64%2.82%
20117.39%-1.96%-20.22%12.82%
20109.66%-9.75%11.60%12.47%
2009-15.04%20.07%25.23%4.88%
2008-11.69%1.54%-12.55%-24.94%
20073.90%-3.92%-4.48%N/A

Rank in category (by total return)

YTD23
1-month20
3-month43
1-year8
3-year16
5-year30

Load adjusted returns

1-year32.21%
3-year7.31%
5-year12.34%
10-year7.33%