Nasdaq - Delayed Quote USD

Fidelity Mid Cap Value (FSMVX)

27.66
+0.48
+(1.77%)
At close: 6:49:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.60%
5y Average Return 16.77%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (May 6, 2025) 38.96%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 38.96%
Worst 3Y Total Return 0.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FSMVX
Category
YTD
-7.91%
21.28%
1-Month
-3.36%
-1.96%
3-Month
-11.04%
4.90%
1-Year
1.26%
55.83%
3-Year
7.61%
11.08%
5-Year
15.17%
11.93%
10-Year
6.74%
10.64%
Last Bull Market
19.16%
25.54%
Last Bear Market
-14.03%
-22.08%

Annual Total Return (%) History

Year
FSMVX
Category
2025
--
--
2024
14.39%
--
2023
22.62%
--
2022
-10.54%
--
2021
34.00%
--
2020
0.97%
2.63%
2019
23.59%
25.18%
2018
-18.84%
-12.86%

2017
17.00%
13.22%
2016
12.39%
18.06%
2015
-4.55%
-5.41%
2014
16.65%
9.31%
2013
38.96%
35.14%
2012
19.14%
16.60%
2011
-4.23%
-3.96%
2010
25.37%
21.92%
2009
35.44%
35.41%
2008
-40.54%
-36.77%
2007
2.66%
0.83%
2006
14.50%
15.87%
2005
13.68%
8.82%
2004
21.87%
17.85%
2003
33.49%
33.85%
2002
-13.52%
-13.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.71% -- -- --
2024 11.10% -5.38% 11.04% -2.01%
2023 2.00% 7.00% -1.49% 14.04%
2022 -1.47% -14.03% -4.84% 10.99%
2021 17.38% 4.17% 0.61% 8.93%
2020 -32.28% 19.14% 3.27% 21.18%
2019 13.00% 1.07% 0.41% 7.77%
2018 -3.92% -0.37% 1.03% -16.08%
2017 4.16% 1.32% 2.60% 8.06%
2016 0.81% 1.15% 3.29% 6.71%

2015 2.59% 0.00% -9.97% 3.35%
2014 3.39% 5.07% -0.67% 8.10%
2013 16.46% 1.98% 6.05% 10.33%
2012 12.86% -3.39% 5.99% 3.09%
2011 7.71% -1.69% -20.01% 13.07%
2010 9.87% -9.55% 11.98% 12.67%
2009 -14.83% 20.37% 25.54% 5.23%
2008 -11.43% 1.73% -12.27% -24.79%
2007 6.74% 4.18% -3.63% -4.21%
2006 5.46% 0.77% 0.95% 6.72%
2005 -0.36% 4.99% 6.92% 1.65%
2004 5.38% 0.63% 1.95% 12.73%
2003 -3.41% 15.74% 4.73% 14.03%
2002 5.57% -3.40% -18.72% 4.33%

Rank in Category (By Total Return)

YTD 80
1-Month 46
3-Month 81
1-Year 64
3-Year 19
5-Year 29

Load Adjusted Returns

1-Year 1.26%
3-Year 7.61%
5-Year 15.17%
10-Year 6.74%

Performance & Risk

YTD Return -6.60%
5y Average Return 16.77%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Fidelity Investments
Net Assets 1.67B
YTD Return -7.91%
Yield 0.95%
Morningstar Rating
Inception Date Nov 15, 2001

Fund Summary

The fund normally invests at least 80% of its assets in securities of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). It invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers.

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