Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDVKX (Fidelity Value Discovery K6 Fund) | 9.64% | 25.22% | 14.32% | 8.31% | 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 |
|---|---|---|
| FDVKX (Fidelity Value Discovery 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 (%) | -0.52 | 25.22 | 14.32 | 8.31 | NA | NA | NA | … | … | 9.64 | 16.82 | 8.67 | 5.73 | -3.08 | 25.05 | 7.87 | 24.16 | -9.31 | 9.43 |
| Sharpe Ratio | NA | 2.25 | 1.02 | 0.45 | NA | NA | NA | … | … | 2.18 | 1.01 | 0.50 | 0.18 | -0.25 | 1.96 | 0.20 | 2.18 | -0.78 | 2.44 |
| Standard Deviation(%) | NA | 10.26 | 11.63 | 13.39 | NA | NA | NA | … | … | 11.18 | 13.88 | 10.15 | 11.44 | 18.24 | 12.76 | 37.84 | 10.41 | 13.72 | 6.39 |
| Draw Down(%) | NA | 6.79 | 13.73 | 15.92 | NA | NA | NA | … | … | 6.79 | 10.59 | 7.74 | 8.96 | 15.92 | 5.89 | 37.70 | 6.34 | 18.27 | 3.27 |
| Yield(%) | 0.00 | 13.48 | 9.66 | 8.37 | 7.08 | 4.72 | 3.54 | … | … | 0.00 | 13.82 | 9.93 | 4.77 | 9.53 | 11.05 | 1.85 | 4.22 | 3.17 | 0.81 |
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 |
|---|---|---|---|---|
| FDVKX (Fidelity Value Discovery K6 Fund) |
1.54%
Jun 2017 – Jun 2020 |
6.50%
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 |
|---|---|---|---|---|
| FDVKX (Fidelity Value Discovery K6 Fund) |
20.33%
Mar 2020 – Mar 2023 |
15.88%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart