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Fidelity Series Small Cap Opportunities Fund: (MF: FSOPX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$14.82 USD
-0.41 (-2.69%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.48 | 13 |
| 3 months | -2.28 | 30 |
| 6 months | 7.48 | 13 |
| 1 Year | 17.23 | 7 |
| 3 Year | 4.99 | 8 |
| 5 Year | 10.61 | 11 |
| 10 Year | 9.00 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -54.71 |
| Bull Market (2/09 - 3/21) | 757.70 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 17.23 |
| 5 Year | 10.60 |
| 10 Year | 9.00 |
| Since Inception | 8.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.00 | -2.28 | NA | NA |
| 2023 | 4.88 | 5.22 | -3.72 | 13.28 |
| 2022 | -8.71 | -17.03 | -0.45 | 8.96 |
| 2021 | 10.54 | 2.82 | 1.51 | 7.24 |
| 2020 | -27.50 | 20.49 | 4.97 | 27.65 |
| 2019 | 16.63 | 3.56 | -1.70 | 9.39 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.48 | 20.37 | -17.85 | 23.74 | 17.06 | 29.89 | -7.62 | 12.01 | 15.18 | -0.55 | 2.27 |
| % Total Return Rel to Index | -7.82 | -5.87 | 0.35 | -4.93 | -1.34 | -1.59 | -3.23 | -9.78 | 3.24 | -1.93 | -11.37 |
| % Total Return Rel to Peer | 4.25 | 4.29 | 1.66 | 4.43 | -1.93 | 4.46 | 3.14 | -3.58 | -0.77 | 4.17 | -0.40 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 4.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.13 | 0.13 | 0.12 | 0.13 | 0.16 | 0.14 | 0.11 | 0.06 | 0.04 | 0.04 |
| % Yield | 0.00 | 0.94 | 1.08 | 0.61 | 0.80 | 1.06 | 1.05 | 0.73 | 0.45 | 0.36 | 0.29 |
| Capital Gains ($) | 0.00 | 0.00 | 0.47 | 4.49 | 0.19 | 0.77 | 1.54 | 1.44 | 0.03 | 0.67 | 0.66 |
| Expense Ratio | 0.00 | 0.00 | 0.00 | 0.02 | 0.02 | 0.02 | 0.06 | 0.65 | 0.84 | 0.76 | 0.82 |
* 1 = Top 20%, 5 = Bottom 20%