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Fidelity U.S. Low Volatility Equity (FULVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.49-0.04 (-0.35%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.58%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (30 Jun 2024)17.73%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return17.73%
Worst 3-yr total return3.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFULVXCategory
YTD7.12%5.31%
1-month2.14%-4.19%
3-month1.51%3.90%
1-year16.22%20.31%
3-year3.61%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market17.21%25.56%
Last bear market-8.70%-15.11%

Annual total return (%) history

Year
FULVXCategory
2024
N/AN/A
2023
6.38%22.32%
2022
-10.37%-16.96%
2021
17.73%26.07%
2020
3.83%15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.52%N/AN/AN/A
20230.00%1.83%-2.31%6.94%
2022-4.59%-8.70%-6.39%9.91%
20212.14%6.63%-1.11%9.32%
2020-19.04%14.88%5.07%6.25%

Rank in category (by total return)

YTD80
1-month94
3-month84
1-year94
3-year94
5-yearN/A

Load adjusted returns

1-year16.22%
3-year3.61%
5-yearN/A
10-yearN/A