Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FVDFX (FIDELITY VALUE DISCOVERY FUND FIDELITY VALUE DISCOVERY FUND) | 0.94% | 1.28% | 2.32% | 10.03% | 5.90% | 8.67% | 7.34% | 8.47% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVDFX (FIDELITY VALUE DISCOVERY FUND FIDELITY VALUE DISCOVERY FUND) | 12/16/2002 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 12/16/2002.
AR inception is since 12/16/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 1.28 | 2.32 | 10.03 | 5.90 | 8.67 | 7.34 | 8.47 | 0.94 | 5.37 | 1.53 | -7.03 | 20.31 | 7.78 | 24.09 | -9.31 | 13.16 | 13.24 | -3.02 | 14.78 | 35.51 | 16.97 | -2.28 | 15.37 | 27.68 | -42.32 | 9.71 | 15.60 | 18.70 | 14.57 | 29.56 | -2.66 |
| Sharpe Ratio | NA | -0.19 | -0.17 | 0.49 | 0.24 | NA | NA | 0.36 | 0.00 | -0.12 | -0.23 | -0.46 | 1.57 | 0.20 | 2.18 | -0.78 | 1.85 | 0.92 | -0.22 | 1.52 | 3.52 | 1.43 | -0.09 | 0.70 | 0.81 | -0.96 | 0.40 | 1.06 | 1.36 | 1.00 | 1.70 | -3.76 |
| Standard Deviation(%) | NA | 14.40 | 14.44 | 15.72 | 17.33 | NA | NA | 19.79 | 19.52 | 10.34 | 11.73 | 18.49 | 12.94 | 37.87 | 10.41 | 13.62 | 6.80 | 14.22 | 13.81 | 9.73 | 10.07 | 11.97 | 26.03 | 21.98 | 33.95 | 44.79 | 16.66 | 11.73 | 12.19 | 13.68 | 16.94 | 13.35 |
| Draw Down(%) | NA | 13.58 | 15.99 | 19.03 | 37.74 | NA | NA | 60.88 | 10.48 | 7.69 | 11.60 | 19.03 | 6.13 | 37.74 | 6.28 | 18.28 | 3.82 | 10.61 | 12.59 | 6.80 | 4.21 | 10.21 | 23.71 | 19.76 | 30.23 | 53.11 | 10.40 | 10.45 | 8.78 | 11.10 | 14.13 | 3.05 |
| Yield(%) | 0.00 | 2.29 | 1.73 | 2.22 | 2.43 | 3.55 | 3.66 | 4.88 | 0.00 | 2.38 | 1.65 | 1.15 | 1.33 | 1.39 | 3.55 | 3.99 | 1.19 | 1.31 | 3.19 | 1.55 | 1.57 | 1.87 | 1.01 | 1.43 | 1.19 | 1.13 | 7.00 | 3.58 | 4.23 | 4.48 | 2.85 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVDFX (FIDELITY VALUE DISCOVERY FUND FIDELITY VALUE DISCOVERY FUND) |
-18.00%
Feb 2006 - Feb 2009 |
-5.57%
Feb 2004 - Feb 2009 |
5.22%
Jan 2006 - Jan 2016 |
5.35%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVDFX (FIDELITY VALUE DISCOVERY FUND FIDELITY VALUE DISCOVERY FUND) |
25.71%
Mar 2003 - Mar 2006 |
23.66%
Feb 2009 - Feb 2014 |
15.02%
Feb 2009 - Feb 2019 |
12.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart