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Fidelity Series Opportunistic Insights Fund: (MF: FVWSX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$23.57 USD
-0.13 (-0.55%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 26.67 | 1 |
| 3 months | 6.84 | 9 |
| 6 months | 26.67 | 1 |
| 1 Year | 40.62 | 1 |
| 3 Year | 10.92 | 5 |
| 5 Year | 16.94 | 8 |
| 10 Year | 14.96 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 40.62 |
| 5 Year | 16.93 |
| 10 Year | 14.96 |
| Since Inception | 16.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 18.55 | 6.84 | NA | NA |
| 2023 | 8.94 | 10.13 | -0.34 | 11.40 |
| 2022 | -9.64 | -19.91 | -2.93 | 5.75 |
| 2021 | 2.86 | 11.46 | 0.57 | 8.28 |
| 2020 | -13.65 | 25.71 | 12.30 | 7.57 |
| 2019 | 15.69 | 5.89 | -2.64 | 9.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 26.67 | 33.19 | -25.72 | 24.86 | 31.15 | 30.53 | -1.95 | 33.07 | 1.36 | 7.07 | 10.47 |
| % Total Return Rel to Index | 11.36 | 6.95 | -7.52 | -3.81 | 12.74 | -0.95 | 2.43 | 11.27 | -10.57 | 5.68 | -3.17 |
| % Total Return Rel to Peer | 16.00 | 10.19 | -6.02 | 2.81 | 11.23 | 2.10 | 4.90 | 12.39 | -6.45 | 8.67 | 2.26 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.19 | 0.18 | 0.20 | 0.15 | 0.15 | 0.12 | 0.10 | 0.00 | 0.06 | 0.03 |
| % Yield | 0.00 | 1.00 | 1.16 | 0.78 | 0.65 | 0.76 | 0.73 | 0.52 | 0.02 | 0.42 | 0.23 |
| Capital Gains ($) | 0.00 | 0.00 | 1.00 | 4.25 | 3.17 | 1.51 | 1.74 | 2.10 | 0.38 | 0.97 | 0.52 |
| Expense Ratio | 0.00 | 0.27 | 0.27 | 0.27 | 0.27 | 0.02 | 0.02 | 0.27 | 0.82 | 0.90 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%