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Fidelity Series Opportunistic Insights (FVWSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.77+0.07 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.73%
5-year average return16.77%
Number of years up9
Number of years down2
Best 1-yr total return (19 May 2024)41.14%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return41.14%
Worst 3-yr total return6.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFVWSXCategory
YTD13.20%12.38%
1-month-4.52%5.09%
3-month7.72%10.28%
1-year35.11%41.70%
3-year8.45%22.56%
5-year14.45%21.98%
10-year14.37%15.99%
Last bull market34.11%25.99%
Last bear market-19.91%-17.29%

Annual total return (%) history

Year
FVWSXCategory
2024
N/AN/A
2023
33.20%N/A
2022
-25.73%N/A
2021
24.81%N/A
2020
31.18%35.86%
2019
30.53%31.90%
2018
-1.87%-2.09%
2017
32.96%27.67%
2016
1.33%3.23%
2015
7.10%3.60%
2014
10.47%10.00%
2013
41.14%33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202418.56%N/AN/AN/A
20238.94%10.13%-0.35%11.40%
2022-9.65%-19.91%-2.94%5.75%
20212.85%11.46%0.57%8.24%
2020-13.63%25.72%12.31%7.58%
201915.72%5.89%-2.65%9.41%
20183.81%6.10%6.61%-16.42%
201710.28%6.07%6.48%6.75%
2016-1.55%0.14%5.08%-2.18%
20154.07%1.49%-5.11%6.86%
20140.12%3.80%2.90%3.31%
201310.05%2.64%13.99%9.62%

Rank in category (by total return)

YTD2
1-month43
3-month4
1-year21
3-year11
5-year27

Load adjusted returns

1-year35.11%
3-year8.45%
5-year14.45%
10-year14.37%