NasdaqGM - Delayed Quote • USD
Fidelity U.S. Low Volatility Eq (0P0001I81X)
At close: April 5 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.99% |
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 4, 2024) | 17.73% |
| Worst 1Y Total Return (Apr 4, 2024) | -- |
| Best 3Y Total Return | 17.73% |
| Worst 3Y Total Return | 3.09% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001I81X
Category
- YTD
- 8.52%
- 5.31%
- 1-Month
- 2.84%
- -4.19%
- 3-Month
- 8.52%
- 3.90%
- 1-Year
- 15.44%
- 20.31%
- 3-Year
- 6.05%
- 6.48%
- 5-Year
- 0.00%
- 11.78%
- 10-Year
- 0.00%
- 10.96%
- Last Bull Market
- 24.60%
- 25.56%
- Last Bear Market
- -8.70%
- -15.11%
Annual Total Return (%) History
Year
0P0001I81X
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.52% | -- | -- | -- |
| 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 | 78 |
| 1-Month | 78 |
| 3-Month | 78 |
| 1-Year | 95 |
| 3-Year | 94 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 15.44% |
| 3-Year | 6.05% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 5.99% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Fidelity Investments |
| Net Assets | 32.05M |
| YTD Return | 8.52% |
| Yield | 1.00% |
| Morningstar Rating | |
| Inception Date | Nov 05, 2019 |
Fund Summary
The fund normally invests at least 80% of assets in U.S. equity securities. The advisor employs a strategy that combines fundamental stock selection and quantitative risk management techniques focused on reducing absolute portfolio risk in an effort to produce returns in excess of the Russell 3000® Index over a full market cycle (generally five to eight years) but with lower absolute volatility. The fund invests in either "growth" stocks or "value" stocks or both.
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