Nasdaq - Delayed Quote USD

Fidelity Value Discovery (FVDFX)

37.45
+0.39
+(1.05%)
At close: 8:04:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.52%
5y Average Return 14.14%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (May 15, 2025) 35.51%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 35.51%
Worst 3Y Total Return 3.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FVDFX
Category
YTD
-0.28%
4.44%
1-Month
-2.38%
-4.04%
3-Month
-2.67%
4.09%
1-Year
5.28%
14.37%
3-Year
4.86%
6.04%
5-Year
12.26%
9.20%
10-Year
7.38%
8.57%
Last Bull Market
13.20%
22.97%
Last Bear Market
-9.23%
-11.27%

Annual Total Return (%) History

Year
FVDFX
Category
2025
--
--
2024
8.43%
--
2023
5.30%
11.63%
2022
-3.78%
-5.90%
2021
24.83%
26.22%
2020
7.78%
2.91%
2019
24.09%
25.04%
2018
-9.31%
-8.53%

2017
14.17%
15.94%
2016
13.24%
14.81%
2015
-3.02%
-4.05%
2014
14.78%
10.21%
2013
35.51%
31.21%
2012
16.97%
14.57%
2011
-2.28%
-0.75%
2010
15.37%
13.66%
2009
27.68%
24.13%
2008
-42.32%
-37.09%
2007
9.71%
1.42%
2006
15.60%
18.15%
2005
18.70%
5.95%
2004
14.57%
12.97%
2003
29.56%
28.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.16% -- -- --
2024 6.87% -3.47% 8.82% -3.41%
2023 -2.45% 2.71% -1.44% 6.63%
2022 -0.37% -9.23% -5.68% 12.79%
2021 10.91% 5.38% -1.47% 8.39%
2020 -26.55% 17.85% 5.43% 18.11%
2019 9.74% 2.86% 1.35% 8.47%
2018 -3.15% 1.28% 4.17% -11.25%
2017 4.41% 1.82% 2.35% 4.93%
2016 0.95% -0.04% 4.63% 7.25%

2015 1.22% -0.84% -7.88% 4.89%
2014 3.63% 4.39% -0.38% 6.52%
2013 10.75% 4.55% 5.34% 11.11%
2012 12.72% -3.07% 6.50% 0.52%
2011 6.63% -0.96% -18.05% 12.92%
2010 6.68% -12.75% 10.53% 12.14%
2009 -13.36% 18.37% 19.74% 3.98%
2008 -11.15% -4.14% -9.48% -25.18%
2007 3.26% 7.70% 1.91% -3.21%
2006 7.16% -1.13% 2.65% 6.30%
2005 1.61% 3.53% 8.19% 4.29%
2004 3.76% 0.85% -1.21% 10.83%
2003 -4.96% 16.29% 2.33% 14.55%

Rank in Category (By Total Return)

YTD 24
1-Month 26
3-Month 14
1-Year 75
3-Year 90
5-Year 73

Load Adjusted Returns

1-Year 5.28%
3-Year 4.86%
5-Year 12.26%
10-Year 7.38%

Performance & Risk

YTD Return 2.52%
5y Average Return 14.14%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Fidelity Investments
Net Assets 2.92B
YTD Return -0.28%
Yield 1.83%
Morningstar Rating
Inception Date Dec 10, 2002

Fund Summary

The fund normally invests primarily in common stocks. It invests in securities of companies that Fidelity Management & Research Company (FMR) believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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