Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVLKX (FIDELITY VALUE FUND CLASS K) | 17.86% | 36.46% | 19.78% | 10.42% | 12.25% | 11.95% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVLKX (FIDELITY VALUE FUND CLASS K) | 05/09/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 36.46 | 19.78 | 10.42 | 12.25 | 11.95 | NA | … | … | 17.86 | 11.37 | 10.39 | 19.65 | -8.91 | 35.38 | 9.41 | 31.92 | -17.56 | 15.78 | 16.19 | -6.41 | 11.85 | 37.22 | 22.11 | -6.58 | 22.47 | 44.40 | 49.20 |
| Sharpe Ratio | NA | 1.99 | 0.90 | 0.38 | 0.47 | NA | NA | … | … | 2.45 | 0.40 | 0.44 | 0.83 | -0.39 | 1.87 | 0.20 | 2.05 | -1.22 | 1.89 | 0.98 | -0.44 | 1.03 | 3.10 | 1.54 | -0.24 | 0.99 | 1.13 | 0.63 |
| Standard Deviation(%) | NA | 16.17 | 18.25 | 20.48 | 22.37 | NA | NA | … | … | 17.15 | 21.31 | 15.53 | 19.37 | 26.85 | 18.86 | 45.80 | 14.82 | 15.53 | 8.02 | 16.30 | 14.71 | 11.45 | 12.01 | 14.43 | 27.74 | 22.54 | 39.06 | 134.51 |
| Draw Down(%) | NA | 9.86 | 24.29 | 24.29 | 48.62 | NA | NA | … | … | 9.86 | 21.56 | 9.04 | 16.24 | 22.60 | 8.71 | 48.62 | 9.65 | 25.17 | 3.74 | 13.47 | 15.14 | 9.91 | 5.59 | 12.01 | 27.58 | 19.82 | 34.99 | 58.86 |
| Yield(%) | 0.00 | 10.57 | 11.26 | 8.46 | 8.99 | 10.25 | 20.59 | … | … | 0.00 | 10.18 | 16.23 | 4.41 | 6.05 | 12.29 | 1.15 | 4.34 | 11.66 | 5.29 | 1.58 | 9.40 | 2.51 | 1.47 | 1.74 | 1.02 | 1.76 | 1.45 | 0.94 |
Data as of 06/04/2026, Common starting date is 05/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVLKX (FIDELITY VALUE FUND CLASS K) |
-9.01%
Mar 2017 – Mar 2020 |
-3.58%
Mar 2015 – Mar 2020 |
5.38%
Mar 2010 – Mar 2020 |
9.05%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVLKX (FIDELITY VALUE FUND CLASS K) |
33.12%
Feb 2009 – Feb 2012 |
29.52%
Feb 2009 – Feb 2014 |
16.96%
Feb 2009 – Feb 2019 |
15.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart