Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMVX (FIDELITY MID CAP VALUE FUND FIDELITY MID CAP VALUE FUND) | 20.04% | 38.86% | 22.96% | 12.50% | 11.27% | 11.62% | 9.47% | … | … |
Data as of 06/04/2026, Common starting date is 11/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMVX (FIDELITY MID CAP VALUE FUND FIDELITY MID CAP VALUE FUND) | 11/20/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | 38.86 | 22.96 | 12.50 | 11.27 | 11.62 | 9.47 | … | … | 20.04 | 13.06 | 14.53 | 22.59 | -10.64 | 34.00 | 0.95 | 23.57 | -18.91 | 17.06 | 12.40 | -4.64 | 16.56 | 38.96 | 19.14 | -4.23 | 25.37 | 35.44 | -40.54 | 2.66 | 14.50 | 13.68 | 21.87 | 33.49 | -13.52 | 5.05 |
| Sharpe Ratio | NA | 2.09 | 1.08 | 0.50 | 0.46 | NA | NA | … | … | 2.61 | 0.48 | 0.71 | 1.07 | -0.49 | 2.00 | 0.02 | 1.60 | -1.34 | 2.08 | 0.80 | -0.32 | 1.47 | 3.10 | 1.36 | -0.15 | 1.05 | 1.01 | -0.93 | -0.03 | 0.89 | 0.89 | 1.81 | 2.18 | -0.66 | 4.62 |
| Standard Deviation(%) | NA | 16.19 | 18.14 | 19.56 | 20.87 | NA | NA | … | … | 17.95 | 21.33 | 15.32 | 17.92 | 24.77 | 16.99 | 41.48 | 13.81 | 15.19 | 7.94 | 15.32 | 14.57 | 11.25 | 12.56 | 14.19 | 28.40 | 24.12 | 35.09 | 44.52 | 17.88 | 12.47 | 12.78 | 11.56 | 15.05 | 22.23 | 12.37 |
| Draw Down(%) | NA | 10.30 | 23.70 | 23.70 | 45.11 | NA | NA | … | … | 10.30 | 20.99 | 9.49 | 14.54 | 20.53 | 8.18 | 43.43 | 9.59 | 26.05 | 3.20 | 13.21 | 14.38 | 8.00 | 6.54 | 11.12 | 26.29 | 17.62 | 32.96 | 55.77 | 15.55 | 9.69 | 9.37 | 8.36 | 12.66 | 30.91 | 2.67 |
| Yield(%) | 0.00 | 8.44 | 9.31 | 7.25 | 7.26 | 8.98 | 7.65 | … | … | 2.81 | 8.61 | 10.80 | 1.43 | 10.41 | 1.75 | 1.97 | 2.26 | 10.55 | 9.50 | 1.51 | 4.67 | 7.26 | 11.19 | 1.67 | 0.70 | 0.45 | 1.11 | 0.98 | 4.98 | 3.54 | 8.76 | 2.99 | 0.43 | 0.76 | 0.10 |
Data as of 06/04/2026, Common starting date is 11/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMVX (FIDELITY MID CAP VALUE FUND FIDELITY MID CAP VALUE FUND) |
-18.98%
Feb 2006 – Feb 2009 |
-6.14%
Feb 2004 – Feb 2009 |
6.02%
May 2002 – May 2012 |
5.17%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMVX (FIDELITY MID CAP VALUE FUND FIDELITY MID CAP VALUE FUND) |
31.50%
Feb 2009 – Feb 2012 |
28.26%
Feb 2009 – Feb 2014 |
16.55%
Feb 2009 – Feb 2019 |
14.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart