UK markets closed

Fidelity Series Large Cap Value Index (FIOOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.63+0.01 (+0.06%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.37%
5-year average return8.69%
Number of years up7
Number of years down3
Best 1-yr total return (2 Jul 2024)26.60%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.60%
Worst 3-yr total return6.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIOOXCategory
YTD6.65%4.44%
1-month-0.89%-4.04%
3-month-2.12%4.09%
1-year13.13%14.37%
3-year5.59%6.04%
5-year9.05%9.20%
10-year8.25%8.57%
Last bull market23.71%22.97%
Last bear market-12.24%-11.27%

Annual total return (%) history

Year
FIOOXCategory
2024
N/AN/A
2023
11.59%11.63%
2022
-7.53%-5.90%
2021
25.22%26.22%
2020
2.86%2.91%
2019
26.60%25.04%
2018
-8.23%-8.53%
2017
13.68%15.94%
2016
17.19%14.81%
2015
-3.85%-4.05%
2014
13.34%10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.96%-2.12%N/AN/A
20231.05%4.10%-3.18%9.57%
2022-0.70%-12.24%-5.64%12.45%
202111.31%5.17%-0.78%7.80%
2020-26.69%14.36%5.55%16.24%
201912.02%3.87%1.32%7.39%
2018-2.86%1.22%5.77%-11.75%
20173.25%1.41%3.04%5.37%
20161.62%4.55%3.43%6.65%
2015-0.67%0.09%-8.47%5.66%
20143.02%5.06%-0.18%4.91%

Rank in category (by total return)

YTD58
1-month64
3-month63
1-year65
3-year69
5-year66

Load adjusted returns

1-year13.13%
3-year5.59%
5-year9.05%
10-year8.25%