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Fidelity Series Small Cap Opportunities Fund (FSOP...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163896919

CUSIP

316389691

Issuer

Fidelity

Inception Date

Mar 22, 2007

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Small-Cap

Asset Class Style

Blend

Expense Ratio

FSOPX has an expense ratio of 0.00%, meaning no management fees are charged.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Series Small Cap Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%300.00%December2025FebruaryMarchAprilMay
104.53%
296.33%
FSOPX (Fidelity Series Small Cap Opportunities Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Series Small Cap Opportunities Fund (FSOPX) returned -8.48% year-to-date (YTD) and -9.41% over the past 12 months. Over the past 10 years, FSOPX returned 1.34% annually, underperforming the S&P 500 benchmark at 10.31%.


FSOPX

YTD

-8.48%

1M

11.31%

6M

-15.68%

1Y

-9.41%

5Y*

4.35%

10Y*

1.34%

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of FSOPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.08%-5.64%-6.32%-0.98%1.44%-8.48%
2024-0.72%6.30%4.23%-6.08%5.64%-1.52%8.70%-0.12%-4.99%-2.04%9.00%-9.24%7.45%
20239.43%-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%-12.51%10.48%3.95%-5.12%-20.90%
20210.69%8.74%0.97%4.12%-1.41%0.16%-0.77%4.20%-24.49%6.06%-3.19%2.89%-6.23%
2020-1.93%-8.74%-18.99%11.13%7.36%0.99%3.52%4.27%-2.74%1.49%15.91%7.20%15.63%
201910.57%5.09%0.37%2.90%-6.79%7.98%0.72%-3.06%-4.86%2.80%4.01%2.32%22.75%
20183.28%-3.11%1.57%-0.00%6.10%0.00%2.18%5.24%-9.31%-10.48%1.45%-13.02%-16.93%
20170.64%2.27%-1.11%0.77%-2.23%1.78%0.91%-0.49%-2.39%2.00%2.10%-3.04%1.03%
2016-7.60%-0.62%7.47%0.58%2.14%-0.24%4.52%0.46%1.41%-3.95%8.39%2.50%14.94%
2015-2.15%5.80%1.48%-1.53%2.67%-0.36%0.29%-5.86%-4.12%5.45%3.31%-4.21%-0.03%
2014-1.86%4.24%-1.38%-2.73%-0.38%4.72%-5.88%4.63%-5.57%4.69%1.10%2.09%2.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FSOPX is 7, meaning it’s performing worse than 93% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FSOPX is 77
Overall Rank
The Sharpe Ratio Rank of FSOPX is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of FSOPX is 77
Sortino Ratio Rank
The Omega Ratio Rank of FSOPX is 88
Omega Ratio Rank
The Calmar Ratio Rank of FSOPX is 77
Calmar Ratio Rank
The Martin Ratio Rank of FSOPX is 55
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Series Small Cap Opportunities Fund (FSOPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Fidelity Series Small Cap Opportunities Fund Sharpe ratio is -0.32. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Series Small Cap Opportunities Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.40
0.44
FSOPX (Fidelity Series Small Cap Opportunities Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Series Small Cap Opportunities Fund provided a 2.40% dividend yield over the last twelve months, with an annual payout of $0.32 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.32$0.32$0.14$0.14$0.12$0.14$0.16$0.14$0.12$0.07$0.75$0.75

Dividend yield

2.40%2.20%0.98%1.17%0.82%0.85%1.16%1.23%0.83%0.47%6.15%5.74%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.00$0.00$0.10$0.32
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$0.06$0.00$0.00$0.08$0.14
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.06$0.12
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.06$0.14
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.08$0.16
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.07$0.14
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.09$0.12
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.03$0.07
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.73$0.00$0.00$0.02$0.75
2014$0.64$0.00$0.00$0.10$0.75

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.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-26.15%
-8.35%
FSOPX (Fidelity Series Small Cap Opportunities Fund)
Benchmark (^GSPC)

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 61.73%, occurring on Mar 9, 2009. Recovery took 441 trading sessions.

The current Fidelity Series Small Cap Opportunities Fund drawdown is 26.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.73%Jun 5, 2007442Mar 9, 2009441Dec 6, 2010883
-45.04%Sep 4, 2018390Mar 23, 2020186Dec 15, 2020576
-43.39%Sep 3, 2021267Sep 26, 2022
-28.83%May 2, 2011108Oct 3, 2011314Jan 4, 2013422
-21.51%Jun 24, 2015161Feb 11, 2016192Nov 14, 2016353

Volatility

Volatility Chart

The current Fidelity Series Small Cap Opportunities Fund volatility is 11.60%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
11.60%
11.43%
FSOPX (Fidelity Series Small Cap Opportunities Fund)
Benchmark (^GSPC)