FVWSX
Fidelity Series Opportunistic Insights
$21.68
-0.11 (-0.50%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Growth |
---|---|
Market Cap | 10497.543M |
52 Week High | 22.57 |
52 Week Low | 15.347 |
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Key Data
Symbol | FVWSX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 21.68 |
Price Yesterday | 21.79 |
Market Cap | 10,497.54 |
YTD Return | 14.95% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0 |
Overview
52 Week High | 22.57 |
---|---|
52 Week Low | 15.35 |
Market Cap | 10,497.54M |
Shares Outstanding | 484.20M |
Income Dividend Yield | 0.89% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.89% |
Returns Annualized
One Day | -72.10% |
---|---|
Five Days | -2.30% |
One Months | -35.66% |
Three Months | 42.63% |
Six Months | 63.76% |
Nine Months | 35.08% |
One Year | 38.63% |
Three Years | 9.33% |
Five Years | 15.21% |
Ten Years | 14.49% |
YTD | 56.04% |
Since Inception | 16.07% |
Returns Total
One Day | -0.50% |
---|---|
Five Days | -0.05% |
One Month | -3.77% |
Three Months | 9.27% |
Six Months | 27.69% |
Nine Months | 25.42% |
One Year | 38.58% |
Three Years | 30.60% |
Five Years | 102.69% |
Ten Years | 285.83% |
YTD | 14.95% |
Since Inception | 440.65% |
Yearly Returns
2024 | 14.95% |
---|---|
2023 | 33.20% |
2022 | -25.73% |
2021 | 24.81% |
2020 | 31.17% |
2019 | 30.53% |
2018 | -1.92% |
2017 | 33.04% |
2016 | 1.33% |
2015 | 7.10% |
Risk against SP-DA
Alpha | 12.97% |
---|---|
Beta | 1.06 |
Correlation | 92.41% |
Downside Deviation | 2.21% |
Coefficient of determination | 85.39% |
Standard Deviation | 3.93% |
Sharpe Ratio | 1.04 |
Sortino | 6.38 |
Treynor | 31.41 |
Ulcer Index | 1.91 |
Ulcer Performance Index | 7.38 |