Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FCPVX (FIDELITY SMALL CAP VALUE FUND FIDELITY SMALL CAP VALUE FUND) | -9.97% | -5.79% | -2.91% | 11.48% | 5.16% | 7.54% | 8.03% | 8.11% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCPVX (FIDELITY SMALL CAP VALUE FUND FIDELITY SMALL CAP VALUE FUND) | 12/22/2004 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/22/2004.
AR inception is since 12/22/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.65 | -5.79 | -2.91 | 11.48 | 5.16 | 7.54 | 8.03 | 8.11 | -9.97 | 4.54 | 12.16 | -17.90 | 30.18 | 11.18 | 20.86 | -15.16 | 10.47 | 21.07 | -1.55 | 6.54 | 37.15 | 20.16 | -3.84 | 25.08 | 36.57 | -30.27 | 1.10 | 15.65 | 17.61 | 1.50 |
| Sharpe Ratio | NA | -0.53 | -0.32 | 0.40 | 0.15 | NA | NA | 0.28 | -1.09 | -0.11 | 0.40 | -0.77 | 1.45 | 0.25 | 1.36 | -1.10 | 0.91 | 1.27 | -0.11 | 0.51 | 2.75 | 1.22 | -0.12 | 1.10 | 0.97 | -0.67 | -0.10 | 0.83 | 1.20 | 8.74 |
| Standard Deviation(%) | NA | 23.15 | 22.39 | 24.00 | 22.37 | NA | NA | 23.75 | 28.95 | 18.97 | 20.04 | 25.06 | 20.75 | 44.14 | 14.32 | 15.02 | 10.87 | 16.39 | 14.57 | 12.87 | 13.52 | 16.58 | 31.41 | 22.79 | 37.50 | 46.31 | 18.54 | 14.91 | 12.87 | 9.77 |
| Draw Down(%) | NA | 23.81 | 23.81 | 28.97 | 44.39 | NA | NA | 57.64 | 22.19 | 9.40 | 18.76 | 27.14 | 10.93 | 44.13 | 10.07 | 23.36 | 7.07 | 9.74 | 9.52 | 12.70 | 5.57 | 11.90 | 27.82 | 19.54 | 34.50 | 48.86 | 14.14 | 13.67 | 8.82 | 0.63 |
| Yield(%) | 0.00 | 1.61 | 0.72 | 1.73 | 5.18 | 7.05 | 8.05 | 8.16 | 0.00 | 1.62 | 0.71 | 0.00 | 2.63 | 0.51 | 4.06 | 23.77 | 2.36 | 8.16 | 10.12 | 11.71 | 11.94 | 4.11 | 5.98 | 1.76 | 0.49 | 1.37 | 3.99 | 5.24 | 3.38 | 0.05 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCPVX (FIDELITY SMALL CAP VALUE FUND FIDELITY SMALL CAP VALUE FUND) |
-16.34%
Feb 2006 - Feb 2009 |
-2.15%
Mar 2015 - Mar 2020 |
5.32%
Oct 2013 - Oct 2023 |
6.23%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCPVX (FIDELITY SMALL CAP VALUE FUND FIDELITY SMALL CAP VALUE FUND) |
32.12%
Feb 2009 - Feb 2012 |
27.91%
Feb 2009 - Feb 2014 |
16.67%
Feb 2009 - Feb 2019 |
13.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart