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Nasdaq - Delayed Quote USD

Fidelity U.S. Low Volatility Equity (FULVX)

11.91
-0.03
(-0.25%)
At close: 8:04:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.59%
5y Average Return 8.62%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 14, 2025) 17.73%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 17.73%
Worst 3Y Total Return 2.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FULVX
Category
YTD
4.13%
5.31%
1-Month
-1.20%
-4.19%
3-Month
4.13%
3.90%
1-Year
9.70%
20.31%
3-Year
5.96%
6.48%
5-Year
11.38%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
15.54%
25.56%
Last Bear Market
-8.70%
-15.11%

Annual Total Return (%) History

Year
FULVX
Category
2025
--
--
2024
14.33%
--
2023
6.38%
22.32%
2022
-10.37%
-16.96%
2021
17.73%
26.07%
2020
3.83%
15.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.13% -- -- --
2024 8.52% -0.52% 7.98% -1.93%
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 2
1-Month 2
3-Month 2
1-Year 8
3-Year 84
5-Year 99

Load Adjusted Returns

1-Year 9.70%
3-Year 5.96%
5-Year 11.38%
10-Year --

Performance & Risk

YTD Return 0.59%
5y Average Return 8.62%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.63
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 37.19M
YTD Return 4.13%
Yield 0.55%
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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