Singapore markets open in 7 hours 21 minutes

Fidelity Series Value Discovery Fund (FNKLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.29-0.05 (-0.33%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.37%
5-year average return10.17%
Number of years up8
Number of years down3
Best 1-yr total return (25 Jun 2024)28.95%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return28.95%
Worst 3-yr total return6.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFNKLXCategory
YTD5.20%4.44%
1-month2.17%-4.04%
3-month2.65%4.09%
1-year15.56%14.37%
3-year4.43%6.04%
5-year11.45%9.20%
10-year8.47%8.57%
Last bull market16.91%22.97%
Last bear market-8.87%-11.27%

Annual total return (%) history

Year
FNKLXCategory
2024
N/AN/A
2023
6.14%11.63%
2022
-2.83%-5.90%
2021
25.75%26.22%
2020
8.91%2.91%
2019
24.26%25.04%
2018
-8.96%-8.53%
2017
11.52%15.94%
2016
18.64%14.81%
2015
-3.93%-4.05%
2014
10.15%10.21%
2013
28.95%31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.02%N/AN/AN/A
2023-2.15%2.92%-1.21%6.70%
2022-0.16%-8.87%-5.56%13.10%
202111.20%5.65%-1.25%8.39%
2020-26.12%17.82%5.64%18.44%
20199.85%2.80%1.32%8.59%
2018-3.08%1.55%4.27%-11.28%
20172.84%1.14%2.05%5.05%
20162.12%3.61%4.92%6.87%
2015-0.40%0.66%-8.72%4.98%
20141.84%5.54%-0.37%2.87%
201311.80%3.75%3.25%7.68%

Rank in category (by total return)

YTD83
1-month84
3-month77
1-year91
3-year81
5-year49

Load adjusted returns

1-year15.56%
3-year4.43%
5-year11.45%
10-year8.47%