Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCMVX (Fidelity Mid Cap Value K6 Fund) | 17.81% | 36.56% | 22.04% | 12.19% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCMVX (Fidelity Mid Cap Value K6 Fund) | 05/26/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 36.56 | 22.04 | 12.19 | NA | NA | NA | … | … | 17.81 | 12.62 | 14.35 | 23.07 | -10.26 | 34.12 | 0.52 | 23.66 | -18.66 | 12.55 |
| Sharpe Ratio | NA | 2.13 | 1.08 | 0.51 | NA | NA | NA | … | … | 2.68 | 0.46 | 0.70 | 1.10 | -0.47 | 2.01 | 0.01 | 1.64 | -1.34 | 2.83 |
| Standard Deviation(%) | NA | 16.16 | 18.08 | 19.54 | NA | NA | NA | … | … | 17.87 | 21.25 | 15.38 | 17.79 | 24.81 | 17.00 | 41.76 | 13.53 | 15.05 | 7.48 |
| Draw Down(%) | NA | 10.21 | 23.66 | 23.66 | NA | NA | NA | … | … | 10.21 | 20.89 | 9.75 | 14.44 | 20.38 | 8.15 | 43.13 | 9.36 | 25.72 | 3.29 |
| Yield(%) | 0.00 | 5.47 | 16.07 | 9.76 | 7.29 | 4.86 | 3.64 | … | … | 2.52 | 7.01 | 31.67 | 1.57 | 1.48 | 1.86 | 2.16 | 2.04 | 2.36 | 0.86 |
Data as of 06/05/2026, Common starting date is 05/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCMVX (Fidelity Mid Cap Value K6 Fund) |
-3.49%
Oct 2017 – Oct 2020 |
3.42%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCMVX (Fidelity Mid Cap Value K6 Fund) |
23.57%
May 2023 – May 2026 |
18.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart