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Fidelity Series Intrinsic Opps (FDMLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.42-0.09 (-0.78%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.28%
5-year average return13.99%
Number of years up9
Number of years down2
Best 1-yr total return (2 Jul 2024)39.97%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return39.97%
Worst 3-yr total return6.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFDMLXCategory
YTD6.46%21.28%
1-month-2.78%-1.96%
3-month-3.11%4.90%
1-year19.23%55.83%
3-year8.35%11.08%
5-year14.19%11.93%
10-year10.71%10.64%
Last bull market27.41%25.54%
Last bear market-10.47%-22.08%

Annual total return (%) history

Year
FDMLXCategory
2024
N/AN/A
2023
19.67%N/A
2022
-3.50%N/A
2021
27.63%N/A
2020
11.46%2.63%
2019
17.68%25.18%
2018
-7.14%-12.86%
2017
24.37%13.22%
2016
10.99%18.06%
2015
2.78%-5.41%
2014
7.96%9.31%
2013
39.97%35.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.88%-3.11%N/AN/A
20232.52%4.23%-0.78%12.87%
2022-0.35%-10.47%-3.55%12.16%
202116.96%5.47%-1.10%4.61%
2020-26.47%17.85%7.00%20.22%
20196.20%-0.18%-0.82%11.93%
2018-0.22%1.94%4.17%-12.36%
20175.24%5.42%4.89%6.87%
20161.29%0.71%6.28%2.38%
20155.22%3.77%-7.81%2.10%
20140.14%5.68%-0.69%2.71%
201311.38%6.34%9.17%8.25%

Rank in category (by total return)

YTD18
1-month84
3-month33
1-year7
3-year11
5-year4

Load adjusted returns

1-year19.23%
3-year8.35%
5-year14.19%
10-year10.71%