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Fidelity Mid Cap Value Fund (FMPOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.16-0.01 (-0.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.36%
5-year average return11.28%
Number of years up11
Number of years down5
Best 1-yr total return (20 Jun 2024)38.92%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return38.92%
Worst 3-yr total return0.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMPOXCategory
YTD8.78%21.28%
1-month4.57%-1.96%
3-month4.26%4.90%
1-year34.61%55.83%
3-year8.43%11.08%
5-year13.52%11.93%
10-year8.45%10.64%
Last bull market34.13%25.54%
Last bear market-14.03%-22.08%

Annual total return (%) history

Year
FMPOXCategory
2024
N/AN/A
2023
22.54%N/A
2022
-10.51%N/A
2021
33.95%N/A
2020
0.96%2.63%
2019
23.62%25.18%
2018
-18.85%-12.86%
2017
16.96%13.22%
2016
12.41%18.06%
2015
-4.58%-5.41%
2014
16.63%9.31%
2013
38.92%35.14%
2012
19.02%16.60%
2011
-4.27%-3.96%
2010
25.42%21.92%
2009
35.46%35.41%
2008
-40.56%-36.77%
2007
N/A0.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.12%N/AN/AN/A
20231.98%7.00%-1.51%14.02%
2022-1.45%-14.03%-4.85%11.00%
202117.41%4.13%0.61%8.90%
2020-32.27%19.12%3.30%21.14%
201913.02%1.08%0.42%7.77%
2018-3.87%-0.41%1.04%-16.10%
20174.15%1.33%2.58%8.05%
20160.81%1.16%3.27%6.73%
20152.57%0.00%-10.00%3.36%
20143.40%5.05%-0.71%8.14%
201316.42%2.04%5.99%10.34%
201212.84%-3.40%5.95%3.06%
20117.67%-1.69%-20.08%13.17%
20109.91%-9.59%11.95%12.75%
2009-14.77%20.42%25.49%5.18%
2008-11.45%1.74%-12.30%-24.77%
20074.18%-3.69%-4.23%N/A

Rank in category (by total return)

YTD14
1-month14
3-month38
1-year5
3-year9
5-year18

Load adjusted returns

1-year34.61%
3-year8.43%
5-year13.52%
10-year8.45%