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Fidelity Value Discovery K6 (FDVKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.39+0.01 (+0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.00%
5-year average return9.20%
Number of years up4
Number of years down2
Best 1-yr total return (1 July 2024)25.10%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return25.10%
Worst 3-yr total return6.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFDVKXCategory
YTD4.99%4.44%
1-month2.19%-4.04%
3-month2.52%4.09%
1-year15.14%14.37%
3-year4.06%6.04%
5-year10.87%9.20%
10-year0.00%8.57%
Last bull market16.72%22.97%
Last bear market-9.12%-11.27%

Annual total return (%) history

Year
FDVKXCategory
2024
N/AN/A
2023
5.71%11.63%
2022
-3.18%-5.90%
2021
25.10%26.22%
2020
7.86%2.91%
2019
24.16%25.04%
2018
-9.31%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.91%-3.50%N/AN/A
2023-2.26%2.74%-1.33%6.69%
20220.00%-9.12%-5.56%12.81%
202110.95%5.31%-1.35%8.54%
2020-26.67%17.94%5.52%18.19%
20199.77%2.97%1.41%8.33%
2018-3.23%1.43%4.17%-11.31%
20172.36%5.01%N/AN/A

Rank in category (by total return)

YTD86
1-month83
3-month80
1-year92
3-year86
5-year61

Load adjusted returns

1-year15.14%
3-year4.06%
5-year10.87%
10-yearN/A