Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDVLX (FIDELITY VALUE FUND FIDELITY VALUE FUND) | 17.78% | 36.32% | 19.68% | 10.32% | 12.15% | 11.84% | 9.26% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDVLX (FIDELITY VALUE FUND FIDELITY VALUE FUND) | 01/02/1980 | 06/04/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 36.32 | 19.68 | 10.32 | 12.15 | 11.84 | 9.26 | … | … | 17.78 | 11.32 | 10.31 | 19.57 | -9.07 | 35.30 | 9.33 | 31.68 | -17.58 | 15.67 | 16.06 | -6.51 | 11.72 | 37.07 | 21.90 | -6.71 | 22.27 | 44.08 | -46.52 | 2.21 | 15.09 | 14.27 | 21.21 | 34.43 | -9.18 | 12.25 | 8.10 | -5.48 | -14.23 | 4.85 | 3.83 | 21.64 | 1.44 | 13.80 | 19.83 | 22.41 | -16.87 | 10.90 | 26.71 | -10.54 | 5.97 | 19.76 | -11.06 | 10.73 | 35.16 | -3.53 | 24.34 |
| Sharpe Ratio | NA | 1.99 | 0.90 | 0.38 | 0.47 | NA | NA | … | … | 2.45 | 0.40 | 0.43 | 0.83 | -0.39 | 1.87 | 0.20 | 2.05 | -1.23 | 1.88 | 0.97 | -0.44 | 1.02 | 3.09 | 1.53 | -0.24 | 0.98 | 1.13 | -1.04 | -0.06 | 1.07 | 1.08 | 1.66 | 2.20 | -0.45 | 0.63 | 0.22 | -0.47 | -0.79 | 0.06 | 0.01 | 2.12 | -0.18 | 1.17 | 2.11 | 1.64 | -1.55 | 0.27 | 1.54 | -0.60 | 0.12 | 1.79 | -1.37 | 0.21 | 1.87 | -1.00 | 0.76 |
| Standard Deviation(%) | NA | 16.13 | 18.23 | 20.46 | 22.35 | NA | NA | … | … | 17.15 | 21.26 | 15.57 | 19.32 | 26.80 | 18.84 | 45.76 | 14.76 | 15.50 | 8.02 | 16.30 | 14.70 | 11.45 | 12.00 | 14.44 | 27.75 | 22.53 | 39.04 | 45.73 | 16.40 | 10.91 | 11.07 | 12.21 | 15.31 | 23.15 | 15.70 | 17.31 | 18.73 | 22.38 | 18.76 | 16.01 | 8.34 | 9.32 | 9.91 | 8.16 | 11.21 | 14.41 | 18.44 | 14.13 | 24.42 | 13.56 | 7.98 | 13.15 | 21.40 | 14.55 | 14.00 | 20.98 |
| Draw Down(%) | NA | 9.90 | 24.30 | 24.30 | 48.66 | NA | NA | … | … | 9.90 | 21.55 | 9.08 | 16.27 | 22.63 | 8.72 | 48.66 | 9.58 | 25.27 | 3.76 | 13.49 | 15.16 | 9.92 | 5.60 | 12.03 | 27.63 | 19.86 | 35.02 | 58.94 | 13.31 | 9.65 | 7.19 | 8.20 | 13.30 | 32.28 | 18.65 | 16.62 | 27.81 | 28.73 | 20.56 | 14.27 | 6.25 | 12.03 | 8.89 | 4.66 | 11.49 | 20.39 | 18.24 | 11.49 | 34.69 | 14.25 | 7.16 | 22.42 | 22.16 | 10.73 | 17.11 | 15.87 |
| Yield(%) | 0.00 | 10.59 | 11.25 | 8.43 | 8.91 | 10.13 | 7.82 | … | … | 0.00 | 10.20 | 16.30 | 4.31 | 5.98 | 12.19 | 1.07 | 4.22 | 11.58 | 5.18 | 1.46 | 9.29 | 2.38 | 1.32 | 1.57 | 0.87 | 1.55 | 1.16 | 0.32 | 9.50 | 8.64 | 7.92 | 6.24 | 0.59 | 0.78 | 1.12 | 2.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDVLX (FIDELITY VALUE FUND FIDELITY VALUE FUND) |
-22.29%
Feb 2006 – Feb 2009 |
-8.40%
Feb 2004 – Feb 2009 |
-0.13%
Feb 1999 – Feb 2009 |
0.35%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDVLX (FIDELITY VALUE FUND FIDELITY VALUE FUND) |
32.89%
Feb 2009 – Feb 2012 |
29.32%
Feb 2009 – Feb 2014 |
16.82%
Feb 2009 – Feb 2019 |
15.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart