Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FULVX (Fidelity U.S. Low Volatility Equity Fund) | -5.65% | -5.03% | 6.71% | 3.45% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FULVX (Fidelity U.S. Low Volatility Equity Fund) | 11/06/2019 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.03 | 6.71 | 3.45 | NA | NA | NA | … | … | -5.65 | 5.23 | 14.35 | 6.38 | -10.43 | 17.78 | 3.83 | 3.67 |
| Sharpe Ratio | NA | -0.68 | 0.35 | 0.07 | NA | NA | NA | … | … | -1.21 | 0.19 | 1.23 | 0.28 | -0.68 | 1.71 | 0.12 | 5.21 |
| Standard Deviation(%) | NA | 10.41 | 10.83 | 12.36 | NA | NA | NA | … | … | 13.05 | 12.64 | 8.71 | 9.86 | 17.56 | 10.41 | 30.70 | 5.13 |
| Draw Down(%) | NA | 9.37 | 10.79 | 18.64 | NA | NA | NA | … | … | 9.37 | 10.31 | 5.87 | 6.81 | 18.50 | 6.20 | 33.24 | 1.07 |
| Yield(%) | 0.00 | 6.42 | 4.32 | 4.27 | 2.54 | 1.70 | 1.27 | … | … | 0.00 | 6.74 | 3.19 | 1.73 | 4.27 | 6.03 | 0.64 | 0.29 |
Data as of 06/03/2026, Common starting date is 11/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FULVX (Fidelity U.S. Low Volatility Equity Fund) |
2.90%
Dec 2021 – Dec 2024 |
3.34%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FULVX (Fidelity U.S. Low Volatility Equity Fund) |
12.54%
Sep 2022 – Sep 2025 |
11.38%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart