- ISIN
- US3163896919
- CUSIP
- 316389691
- Issuer
- Fidelity
- Inception Date
- Mar 22, 2007
- Category
- Small Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FSOPX Performance Chart
Fidelity Series Small Cap Opportunities Fund (FSOPX) is up 20.7% since the beginning of the year. FSOPX is currently trading at $20 per share. Investors who bought $1,000 worth of FSOPX shares 5 years ago would now be looking at an investment worth $1,713.
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Returns By Period
Fidelity Series Small Cap Opportunities Fund (FSOPX) has returned 20.65% so far this year and 40.79% over the past 12 months. Over the last ten years, FSOPX has had an annualized return of 13.57%, just under the S&P 500 Index benchmark’s 13.70%.
Fidelity Series Small Cap Opportunities Fund
- 1D
- -1.36%
- 1M
- 3.82%
- YTD
- 20.65%
- 6M
- 17.68%
- 1Y
- 40.79%
- 3Y*
- 22.21%
- 5Y*
- 11.37%
- 10Y*
- 13.57%
Benchmark (S&P 500 Index)
- 1D
- -0.10%
- 1M
- -1.54%
- YTD
- 7.49%
- 6M
- 6.15%
- 1Y
- 20.78%
- 3Y*
- 19.17%
- 5Y*
- 11.44%
- 10Y*
- 13.70%
FSOPX Monthly Returns History
Based on dividend-adjusted daily data since Mar 23, 2007, FSOPX's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.
Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +17.9%, while the worst month was Oct 2008 at -21.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FSOPX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +9.8%, while the worst single day was Mar 16, 2020 at -13.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.80% | 3.96% | -4.82% | 11.13% | 0.42% | 3.27% | 20.65% | ||||||
| 2025 | 3.08% | -5.64% | -6.32% | -0.98% | 4.47% | 5.95% | 2.05% | 5.10% | 2.34% | 1.20% | 5.01% | -0.59% | 15.81% |
| 2024 | -0.72% | 6.30% | 4.23% | -6.08% | 5.64% | -1.52% | 8.70% | -0.12% | 1.46% | -2.04% | 9.01% | -8.79% | 15.31% |
| 2023 | 9.43% | -0.55% | -3.62% | -1.06% | -2.23% | 8.78% | 4.58% | -2.38% | -5.70% | -6.00% | 7.50% | 12.11% | 20.38% |
| 2022 | -9.25% | -0.15% | 0.74% | -8.81% | -0.16% | -8.87% | 11.24% | -1.51% | -9.10% | 10.48% | 3.95% | -5.12% | -17.82% |
| 2021 | 0.69% | 8.74% | 0.97% | 4.12% | -1.41% | 0.16% | -0.77% | 4.20% | -2.06% | 6.06% | -3.19% | 4.39% | 23.39% |
Benchmark Metrics
Fidelity Series Small Cap Opportunities Fund has an annualized alpha of 0.32%, beta of 1.09, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since March 23, 2007.
- This fund captured 113.58% of S&P 500 Index gains and 110.60% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.09 and R2 of 0.83, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.32%
- Beta
- 1.09
- R²
- 0.83
- Upside Capture
- 113.58%
- Downside Capture
- 110.60%
Expense Ratio
FSOPX has an expense ratio of 0.00%, meaning no management fees are charged.
Return for Risk
Risk / Return Rank
FSOPX ranks 78 for risk / return — better than 78% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Series Small Cap Opportunities Fund (FSOPX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSOPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.64 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.30 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 4.29 | 2.29 | +2.00 |
| Martin ratioReturn relative to average drawdown | 16.62 | 10.15 | +6.47 |
Dividends
Dividend History
Fidelity Series Small Cap Opportunities Fund provided a 3.66% dividend yield over the last twelve months, with an annual payout of $0.72 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.72 | $0.72 | $1.38 | $0.14 | $0.60 | $4.60 | $0.32 | $0.93 | $1.62 | $1.45 | $0.10 | $0.73 |
Dividend yield | 3.66% | 4.41% | 9.41% | 0.98% | 5.16% | 30.85% | 2.01% | 6.67% | 13.99% | 10.31% | 0.69% | 5.93% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Small Cap Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.45 | $0.72 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $0.00 | $0.00 | $0.18 | $1.38 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.14 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.08 | $0.60 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.33 | $0.00 | $0.00 | $0.27 | $4.60 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Series Small Cap Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Series Small Cap Opportunities Fund was 61.75%, occurring on Mar 9, 2009. Recovery took 442 trading sessions.
The current Fidelity Series Small Cap Opportunities Fund drawdown is 1.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -61.75%Mar 2009 | 1y 9mo | 1y 9mo | 3y 6moJun 2007 - Dec 2010 |
COVID crash2020 | -39.15%Mar 2020 | 1mo 8d | 7mo 22d | 9moFeb 2020 - Nov 2020 |
Bear market2022 | -30.06%Jun 2022 | 7mo 10d | 1y 8mo | 2y 3moNov 2021 - Mar 2024 |
2011 bear market2011 | -28.86%Oct 2011 | 5mo 4d | 1y 4mo | 1y 9moMay 2011 - Feb 2013 |
2025 selloff2025 | -27.17%Apr 2025 | 4mo 13d | 5mo 13d | 9mo 26dNov 2024 - Sep 2025 |
Drawdown Indicators
| FSOPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.75% | -56.78% | -4.97% |
Max Drawdown (1Y)Largest decline over 1 year | -9.99% | -9.10% | -0.89% |
Max Drawdown (3Y)Largest decline over 3 years | -27.17% | -18.90% | -8.27% |
Max Drawdown (5Y)Largest decline over 5 years | -30.06% | -25.43% | -4.63% |
Max Drawdown (10Y)Largest decline over 10 years | -39.15% | -33.92% | -5.23% |
Current DrawdownCurrent decline from peak | -1.36% | -3.31% | +1.95% |
Average DrawdownAverage peak-to-trough decline | -10.35% | -10.71% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.05% | +0.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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