Fidelity Series Opportunistic Insights Fund (FVWSX)

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Fidelity Series Opportunistic Insights Fund (FVWSX) is up 9.5% since the beginning of the year. FVWSX is currently trading at $28 per share. Investors who bought $1,000 worth of FVWSX shares 5 years ago would now be looking at an investment worth $2,047.

Fidelity Series Opportunistic Insights Fund (FVWSX) has returned 9.45% so far this year and 26.94% over the past 12 months. Looking at the last ten years, FVWSX has achieved an annualized return of 17.73%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Dec 11, 2012, FVWSX's average daily return is +0.07%, while the average monthly return is +1.42%. At this rate, an investment would double in approximately 4.1 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +13.5%, while the worst month was Apr 2022 at -11.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FVWSX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.6%, while the worst single day was Mar 16, 2020 at -11.6%.

Fidelity Series Opportunistic Insights Fund has an annualized alpha of 3.51%, beta of 1.02, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since December 12, 2012.

• This fund captured 109.06% of S&P 500 Index gains but only 90.76% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 3.51% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.02 and R2 of 0.89, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

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

FVWSX ranks 49 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and compare them to S&P 500 Index.

Fidelity Series Opportunistic Insights Fund provided a 14.92% dividend yield over the last twelve months, with an annual payout of $4.16 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 0.43%.

The chart below shows the rolling one-month volatility.