Fidelity Series Opportunistic Insights Fund (FVWSX)
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in securities of companies whose value Fidelity Management & Research Company (FMR) believes is not fully recognized by the public. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
Fund Info
US3160718025
316071802
Dec 6, 2012
$0
Large-Cap
Blend
Expense Ratio
FVWSX has an expense ratio of 0.00%, meaning no management fees are charged.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Series Opportunistic Insights Fund (FVWSX) returned 5.50% year-to-date (YTD) and 17.96% over the past 12 months. Over the past 10 years, FVWSX delivered an annualized return of 15.06%, outperforming the S&P 500 benchmark at 10.84%.
FVWSX
5.50%
8.76%
4.84%
17.96%
21.02%
17.48%
15.06%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of FVWSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.08% | -1.75% | -7.38% | 1.48% | 8.72% | 5.50% | |||||||
| 2024 | 5.09% | 9.28% | 3.23% | -4.52% | 7.17% | 4.41% | -1.72% | 3.75% | 1.97% | -0.12% | 5.04% | -1.23% | 36.47% |
| 2023 | 6.36% | -1.97% | 4.49% | 2.44% | 1.19% | 6.25% | 3.73% | -0.62% | -3.33% | -1.52% | 8.31% | 4.45% | 33.21% |
| 2022 | -8.10% | -4.66% | 3.16% | -11.27% | -0.49% | -9.29% | 8.61% | -3.27% | -7.61% | 6.76% | 4.75% | -5.48% | -25.74% |
| 2021 | -1.38% | 2.20% | 2.06% | 6.54% | 0.92% | 3.66% | 2.07% | 4.71% | -5.90% | 7.11% | 0.12% | 1.04% | 24.95% |
| 2020 | 2.43% | -5.55% | -10.72% | 13.51% | 6.38% | 4.11% | 7.01% | 10.04% | -4.63% | -3.01% | 8.20% | 2.49% | 31.17% |
| 2019 | 10.21% | 2.96% | 1.98% | 5.32% | -5.59% | 6.50% | 0.86% | -1.55% | -1.96% | 2.66% | 3.89% | 2.62% | 30.57% |
| 2018 | 9.41% | -2.00% | -3.20% | 1.37% | 3.88% | 0.76% | 1.88% | 4.48% | 0.15% | -10.08% | 1.23% | -8.37% | -2.07% |
| 2017 | 4.83% | 3.63% | 1.51% | 2.79% | 3.50% | -0.29% | 3.86% | 1.52% | 1.00% | 4.72% | 1.62% | 0.48% | 33.19% |
| 2016 | -5.98% | -1.12% | 5.90% | 0.34% | 1.37% | -1.56% | 4.53% | 0.00% | 0.52% | -1.83% | -0.27% | -0.10% | 1.34% |
| 2015 | -0.22% | 6.02% | -0.77% | -1.17% | 2.62% | 0.06% | 3.38% | -6.11% | -2.24% | 8.01% | 0.44% | -1.61% | 7.90% |
| 2014 | -1.14% | 5.84% | -4.32% | -2.36% | 3.45% | 2.77% | -0.76% | 4.59% | -0.86% | 1.61% | 1.91% | -0.11% | 10.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FVWSX is 68, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity Series Opportunistic Insights Fund provided a 7.09% dividend yield over the last twelve months, with an annual payout of $1.79 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.79 | $1.59 | $0.19 | $1.19 | $4.44 | $3.33 | $1.66 | $1.87 | $2.21 | $0.39 | $1.17 | $0.56 |
Dividend yield | 7.09% | 6.57% | 1.02% | 8.29% | 21.40% | 16.45% | 9.19% | 12.34% | 12.74% | 2.63% | 7.85% | 3.74% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Opportunistic Insights 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.20 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.59 | $1.59 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2022 | $0.00 | $0.46 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $1.19 |
| 2021 | $0.00 | $0.51 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.93 | $4.44 |
| 2020 | $0.00 | $0.39 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.94 | $3.33 |
| 2019 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.58 | $1.66 |
| 2018 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.45 | $1.87 |
| 2017 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.15 | $2.21 |
| 2016 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.39 |
| 2015 | $0.13 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $1.17 |
| 2014 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.56 |
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 Opportunistic Insights 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 Opportunistic Insights Fund was 31.69%, occurring on Sep 30, 2022. Recovery took 327 trading sessions.
The current Fidelity Series Opportunistic Insights Fund drawdown is 2.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.69% | Nov 22, 2021 | 216 | Sep 30, 2022 | 327 | Jan 22, 2024 | 543 |
| -28.82% | Feb 20, 2020 | 23 | Mar 23, 2020 | 64 | Jun 23, 2020 | 87 |
| -22.74% | Aug 30, 2018 | 80 | Dec 24, 2018 | 83 | Apr 25, 2019 | 163 |
| -19.86% | Feb 18, 2025 | 36 | Apr 8, 2025 | — | — | — |
| -15.96% | Jul 21, 2015 | 140 | Feb 8, 2016 | 125 | Aug 5, 2016 | 265 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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