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Fidelity Value Fund (FVLKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.83+0.05 (+0.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.13%
5-year average return12.81%
Number of years up11
Number of years down4
Best 1-yr total return (27 Jun 2024)44.40%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return44.40%
Worst 3-yr total return3.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFVLKXCategory
YTD7.93%21.28%
1-month4.58%-1.96%
3-month5.43%4.90%
1-year32.81%55.83%
3-year7.32%11.08%
5-year15.67%11.93%
10-year9.75%10.64%
Last bull market30.44%25.54%
Last bear market-14.93%-22.08%

Annual total return (%) history

Year
FVLKXCategory
2024
N/AN/A
2023
19.61%N/A
2022
-8.85%N/A
2021
35.47%N/A
2020
9.38%2.63%
2019
31.86%25.18%
2018
-17.31%-12.86%
2017
15.78%13.22%
2016
16.19%18.06%
2015
-6.41%-5.41%
2014
11.85%9.31%
2013
37.22%35.14%
2012
22.11%16.60%
2011
-6.58%-3.96%
2010
22.47%21.92%
2009
44.40%35.41%
2008
N/A-36.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.32%N/AN/AN/A
20231.36%4.81%-0.68%13.36%
20220.68%-14.93%-6.35%13.65%
202118.60%7.45%-1.90%8.36%
2020-37.27%25.61%7.22%29.48%
201916.55%3.16%-0.10%9.78%
2018-4.23%3.71%2.82%-19.04%
20174.83%2.40%3.13%4.58%
20162.70%1.65%5.69%5.31%
20153.08%-0.03%-10.66%1.66%
20143.84%5.31%-3.14%5.61%
201313.39%3.21%7.27%9.31%
201214.31%-5.03%7.62%4.51%
20117.45%-2.19%-20.75%12.17%
20109.02%-12.18%12.81%13.39%
2009-14.31%26.95%27.45%4.16%
2008-11.76%-31.63%N/AN/A

Rank in category (by total return)

YTD27
1-month14
3-month14
1-year9
3-year16
5-year5

Load adjusted returns

1-year32.81%
3-year7.32%
5-year15.67%
10-year9.75%