Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSOPX (FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND) | 17.94% | 42.53% | 21.95% | 4.34% | 8.53% | 8.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSOPX (FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND) | 04/03/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 42.53 | 21.95 | 4.34 | 8.53 | 8.47 | NA | … | … | 17.94 | 15.81 | 15.31 | 20.38 | -20.90 | -6.24 | 15.63 | 29.91 | -7.63 | 4.02 | 15.18 | -0.55 | 2.27 | 35.51 | 11.89 | -2.90 | 33.32 | 46.51 | -39.70 | -7.11 |
| Sharpe Ratio | NA | 2.26 | 0.94 | 0.07 | 0.29 | NA | NA | … | … | 2.19 | 0.59 | 0.62 | 0.90 | -0.80 | -0.18 | 0.39 | 1.96 | -0.51 | 0.26 | 0.91 | -0.04 | 0.15 | 2.59 | 0.74 | -0.09 | 1.38 | 1.33 | -0.97 | -0.63 |
| Standard Deviation(%) | NA | 17.90 | 19.99 | 24.83 | 23.79 | NA | NA | … | … | 20.01 | 22.10 | 18.96 | 18.75 | 27.97 | 34.43 | 38.91 | 14.51 | 17.58 | 12.97 | 16.52 | 15.67 | 15.10 | 13.72 | 16.06 | 31.03 | 24.13 | 34.88 | 41.86 | 19.81 |
| Draw Down(%) | NA | 9.99 | 27.17 | 43.39 | 43.39 | NA | NA | … | … | 9.99 | 23.96 | 9.74 | 14.81 | 28.74 | 26.36 | 39.15 | 7.85 | 25.53 | 7.92 | 14.38 | 13.96 | 13.67 | 5.56 | 13.02 | 28.83 | 18.81 | 29.57 | 53.51 | 16.54 |
| Yield(%) | 0.00 | 5.11 | 6.09 | 2.73 | 4.65 | 5.59 | 4.74 | … | … | 0.00 | 4.90 | 9.97 | 1.17 | 0.90 | 0.77 | 0.97 | 8.10 | 11.96 | 3.73 | 0.80 | 5.59 | 5.32 | 12.17 | 5.83 | 1.05 | 0.77 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSOPX (FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND) |
-7.85%
Jun 2007 – Jun 2010 |
-0.71%
Sep 2018 – Sep 2023 |
2.92%
Oct 2013 – Oct 2023 |
4.20%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSOPX (FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND) |
36.85%
Feb 2009 – Feb 2012 |
29.42%
Feb 2009 – Feb 2014 |
16.59%
Feb 2009 – Feb 2019 |
12.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart