Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FCVAX (FIDELITY SMALL CAP VALUE FUND FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS A) | -6.77% | -4.36% | -1.44% | 11.90% | 5.28% | 7.55% | 7.98% | 7.98% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCVAX (FIDELITY SMALL CAP VALUE FUND FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS A) | 12/22/2004 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 12/22/2004.
AR inception is since 12/22/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.68 | -4.36 | -1.44 | 11.90 | 5.28 | 7.55 | 7.98 | 7.98 | -6.77 | 2.75 | 11.69 | -18.25 | 29.68 | 10.82 | 20.47 | -15.32 | 11.99 | 20.82 | -1.85 | 6.21 | 36.79 | 19.83 | -4.18 | 24.77 | 36.46 | -30.52 | 0.78 | 15.33 | 17.21 | 1.41 |
| Sharpe Ratio | NA | -0.46 | -0.26 | 0.38 | 0.16 | NA | NA | 0.28 | -0.77 | -0.20 | 0.37 | -0.79 | 1.43 | 0.24 | 1.33 | -1.11 | 1.05 | 1.26 | -0.13 | 0.48 | 2.71 | 1.20 | -0.13 | 1.08 | 0.97 | -0.68 | -0.12 | 0.81 | 1.17 | 8.86 |
| Standard Deviation(%) | NA | 23.20 | 22.34 | 23.74 | 22.37 | NA | NA | 23.75 | 28.63 | 18.97 | 20.05 | 25.08 | 20.78 | 44.13 | 14.29 | 14.99 | 10.87 | 16.35 | 14.64 | 12.87 | 13.54 | 16.65 | 31.46 | 22.83 | 37.43 | 46.33 | 18.50 | 14.90 | 12.91 | 8.86 |
| Draw Down(%) | NA | 24.90 | 24.90 | 29.30 | 44.60 | NA | NA | 57.85 | 22.29 | 9.41 | 19.04 | 27.43 | 10.99 | 44.15 | 10.12 | 23.39 | 5.99 | 9.71 | 9.57 | 12.75 | 5.58 | 12.03 | 27.93 | 19.57 | 34.54 | 48.96 | 14.19 | 13.65 | 8.92 | 0.54 |
| Yield(%) | 0.00 | 0.03 | 0.17 | 1.00 | 5.09 | 6.92 | 7.86 | 7.86 | 0.00 | 0.03 | 0.52 | 0.00 | 2.41 | 0.33 | 3.86 | 23.95 | 3.69 | 8.01 | 10.00 | 11.57 | 11.77 | 3.85 | 5.91 | 1.56 | 0.33 | 1.24 | 3.84 | 5.15 | 3.15 | 0.05 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCVAX (FIDELITY SMALL CAP VALUE FUND FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS A) |
-16.57%
Feb 2006 - Feb 2009 |
-2.08%
Mar 2015 - Mar 2020 |
5.06%
Apr 2015 - Apr 2025 |
6.05%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCVAX (FIDELITY SMALL CAP VALUE FUND FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS A) |
31.78%
Feb 2009 - Feb 2012 |
27.57%
Feb 2009 - Feb 2014 |
16.55%
Feb 2009 - Feb 2019 |
13.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart