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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.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
7.58%
5-year average return
0.00%
Number of years up
3
Number of years down
1
Best 1-yr total return (30 Jun 2024)
17.73%
Worst 1-yr total return (30 Jun 2024)
N/A
Best 3-yr total return
17.73%
Worst 3-yr total return
3.09%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FULVX
Category
YTD
7.12%
5.31%
1-month
2.14%
-4.19%
3-month
1.51%
3.90%
1-year
16.22%
20.31%
3-year
3.61%
6.48%
5-year
0.00%
11.78%
10-year
0.00%
10.96%
Last bull market
17.21%
25.56%
Last bear market
-8.70%
-15.11%
Annual total return (%) history
Year
FULVX
Category
2024
N/A
N/A
2023
6.38%
22.32%
2022
-10.37%
-16.96%
2021
17.73%
26.07%
2020
3.83%
15.83%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.52%
N/A
N/A
N/A
2023
0.00%
1.83%
-2.31%
6.94%
2022
-4.59%
-8.70%
-6.39%
9.91%
2021
2.14%
6.63%
-1.11%
9.32%
2020
-19.04%
14.88%
5.07%
6.25%
Rank in category (by total return)
YTD
80
1-month
94
3-month
84
1-year
94
3-year
94
5-year
N/A
Load adjusted returns
1-year
16.22%
3-year
3.61%
5-year
N/A
10-year
N/A
Data disclaimer
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