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
| ISIN | US3160718025 |
|---|---|
| CUSIP | 316071802 |
| Issuer | Fidelity |
| Inception Date | Dec 6, 2012 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
FVWSX has an expense ratio of 0.00%, indicating 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.
Popular comparisons: FVWSX vs. FSAEX, FVWSX vs. VOO, FVWSX vs. FBALX, FVWSX vs. FNILX, FVWSX vs. FCGSX, FVWSX vs. VVIAX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Series Opportunistic Insights Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Series Opportunistic Insights Fund had a return of 38.34% year-to-date (YTD) and 45.36% in the last 12 months. Over the past 10 years, Fidelity Series Opportunistic Insights Fund had an annualized return of 6.68%, while the S&P 500 had an annualized return of 11.39%, indicating that Fidelity Series Opportunistic Insights Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 38.34% | 25.48% |
| 1 month | 2.27% | 2.14% |
| 6 months | 14.43% | 12.76% |
| 1 year | 45.36% | 33.14% |
| 5 years (annualized) | 7.67% | 13.96% |
| 10 years (annualized) | 6.68% | 11.39% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.09% | 9.28% | 3.23% | -4.52% | 7.17% | 4.41% | -1.72% | 3.75% | 1.97% | -0.12% | 38.34% | ||
| 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% | -7.03% | 3.16% | -11.27% | -0.49% | -9.29% | 8.61% | -3.27% | -7.61% | 6.76% | 4.75% | -8.86% | -30.17% |
| 2021 | -1.38% | -0.18% | 2.06% | 6.54% | 0.92% | 3.66% | 2.07% | 4.71% | -5.90% | 7.11% | 0.12% | -14.49% | 3.28% |
| 2020 | 2.43% | -7.41% | -10.72% | 13.51% | 6.38% | 4.11% | 7.01% | 10.04% | -4.63% | -3.01% | 8.20% | -10.21% | 12.66% |
| 2019 | 10.21% | 2.45% | 1.98% | 5.32% | -5.59% | 6.50% | 0.86% | -1.55% | -1.96% | 2.66% | 3.89% | -5.07% | 20.20% |
| 2018 | 9.41% | -4.38% | -3.20% | 1.37% | 3.88% | 0.76% | 1.88% | 4.48% | 0.15% | -10.08% | 1.23% | -15.38% | -11.76% |
| 2017 | 4.83% | 3.25% | 1.51% | 2.79% | 3.50% | -0.29% | 3.86% | 1.52% | 1.00% | 4.72% | 1.62% | -10.19% | 18.61% |
| 2016 | -5.98% | -1.93% | 5.90% | 0.34% | 1.37% | -1.55% | 4.53% | 0.00% | 0.53% | -1.83% | -0.27% | -1.91% | -1.32% |
| 2015 | -0.22% | 6.02% | -0.77% | -1.17% | 2.62% | 0.06% | 3.38% | -6.11% | -2.24% | 8.01% | 0.44% | -7.61% | 1.32% |
| 2014 | -1.14% | 5.85% | -4.32% | -2.36% | 3.45% | 2.77% | -0.76% | 4.59% | -0.86% | 1.61% | 1.91% | -0.11% | 10.60% |
| 2013 | 4.79% | 1.20% | 3.77% | 2.00% | 2.50% | -1.83% | 7.62% | -0.49% | 6.45% | 3.96% | 2.54% | 2.83% | 41.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FVWSX is 80, placing it in the top 20% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
Fidelity Series Opportunistic Insights Fund provided a 0.74% dividend yield over the last twelve months, with an annual payout of $0.19 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.19 | $0.19 | $0.18 | $0.20 | $0.16 | $0.15 | $0.13 | $0.10 | $0.00 | $0.20 | $0.56 | $0.15 |
Dividend yield | 0.74% | 1.02% | 1.28% | 0.97% | 0.77% | 0.85% | 0.84% | 0.60% | 0.03% | 1.31% | 3.74% | 1.09% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2021 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.20 |
| 2020 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.16 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.13 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 |
| 2014 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.56 |
| 2013 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.15 |
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.
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 43.63%, occurring on Sep 30, 2022. Recovery took 444 trading sessions.
The current Fidelity Series Opportunistic Insights Fund drawdown is 0.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.63% | Nov 22, 2021 | 216 | Sep 30, 2022 | 444 | Jul 10, 2024 | 660 |
| -29.57% | Aug 30, 2018 | 392 | Mar 23, 2020 | 72 | Jul 6, 2020 | 464 |
| -21.08% | Jul 21, 2015 | 140 | Feb 8, 2016 | 304 | Apr 24, 2017 | 444 |
| -15.91% | Sep 3, 2020 | 127 | Mar 8, 2021 | 87 | Jul 12, 2021 | 214 |
| -11.48% | Nov 29, 2017 | 84 | Apr 2, 2018 | 74 | Jul 17, 2018 | 158 |
Volatility
Volatility Chart
The current Fidelity Series Opportunistic Insights Fund volatility is 4.32%, 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.