Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSOFX (FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND CLASS F) | NA | -20.30% | -4.71% | 3.48% | NA | NA | NA | … | … |
Data as of 09/06/2017, Common starting date is 07/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSOFX (FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND CLASS F) | 07/02/2009 | 09/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -26.09 | -20.30 | -4.71 | 3.48 | NA | NA | NA | … | … | 0.50 | 14.96 | -0.38 | 2.45 | 35.76 | 12.16 | -2.71 | 33.66 | 34.65 |
| Sharpe Ratio | NA | 0.59 | 0.35 | 0.66 | NA | NA | NA | … | … | 0.02 | 0.89 | -0.03 | 0.16 | 2.59 | 0.76 | -0.09 | 1.39 | 3.57 |
| Standard Deviation(%) | NA | 12.40 | 15.19 | 14.78 | NA | NA | NA | … | … | 11.38 | 16.58 | 15.62 | 15.11 | 13.81 | 16.10 | 31.04 | 24.08 | 22.73 |
| Draw Down(%) | NA | 7.13 | 21.86 | 21.86 | NA | NA | NA | … | … | 5.56 | 14.38 | 13.92 | 13.64 | 5.53 | 12.95 | 28.82 | 18.75 | 9.03 |
| Yield(%) | 0.00 | 0.55 | 3.80 | 6.14 | 6.22 | 4.15 | 3.11 | … | … | 0.00 | 0.61 | 5.73 | 5.47 | 12.31 | 6.02 | 1.13 | 0.89 | 0.00 |
Data as of 09/06/2017, Common starting date is 07/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSOFX (FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND CLASS F) |
3.92%
Oct 2013 – Oct 2016 |
5.56%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSOFX (FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND CLASS F) |
20.11%
Aug 2010 – Aug 2013 |
17.66%
Aug 2009 – Aug 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart