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Fidelity Value Discovery (FVDFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.38+0.51 (+1.38%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.50%
5-year average return10.56%
Number of years up16
Number of years down5
Best 1-yr total return (26 Mar 2024)35.51%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return35.51%
Worst 3-yr total return5.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFVDFXCategory
YTD2.42%17.52%
1-month2.54%-0.87%
3-month6.44%5.51%
1-year9.54%42.88%
3-year7.83%11.93%
5-year9.67%12.07%
10-year8.41%10.95%
Last bull market42.13%23.18%
Last bear market-9.23%-17.87%

Annual total return (%) history

Year
FVDFXCategory
2023
5.30%N/A
2022
-3.78%N/A
2021
24.83%N/A
2020
7.78%2.91%
2019
24.09%25.04%
2018
-9.31%-8.53%
2017
14.17%15.94%
2016
13.24%14.81%
2015
-3.02%-4.05%
2014
14.78%10.21%
2013
35.51%31.21%
2012
16.97%14.57%
2011
-2.28%-0.75%
2010
15.37%13.66%
2009
27.68%24.13%
2008
-42.32%-37.09%
2007
9.71%1.42%
2006
15.60%18.15%
2005
18.70%5.95%
2004
14.57%12.97%
2003
29.56%28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-2.45%2.71%-1.44%6.63%
2022-0.37%-9.23%-5.68%12.79%
202110.91%5.38%-1.47%8.39%
2020-26.55%17.85%5.43%18.11%
20199.74%2.86%1.35%8.47%
2018-3.15%1.28%4.17%-11.25%
20174.41%1.82%2.35%4.93%
20160.95%-0.04%4.63%7.25%
20151.22%-0.84%-7.88%4.89%
20143.63%4.39%-0.38%6.52%
201310.75%4.55%5.34%11.11%
201212.72%-3.07%6.50%0.52%
20116.63%-0.96%-18.05%12.92%
20106.68%-12.75%10.53%12.14%
2009-13.36%18.37%19.74%3.98%
2008-11.15%-4.14%-9.48%-25.18%
20073.26%7.70%1.91%-3.21%
20067.16%-1.13%2.65%6.30%
20051.61%3.53%8.19%4.29%
20043.76%0.85%-1.21%10.83%
2003-4.96%16.29%2.33%14.55%

Rank in category (by total return)

YTD76
1-month73
3-month90
1-year79
3-year80
5-year54

Load adjusted returns

1-year9.54%
3-year7.83%
5-year9.67%
10-year8.41%