FVWSX
Fidelity Series Opportunistic Insights
$24.55
0.05 (0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 11321.379M |
| 52 Week High | 24.55 |
| 52 Week Low | 16.425 |
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Key Data
| Symbol | FVWSX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 24.55 |
| Price Yesterday | 24.5 |
| Market Cap | 11,321.38 |
| YTD Return | 30.17% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0 |
Overview
| 52 Week High | 24.55 |
|---|---|
| 52 Week Low | 16.43 |
| Market Cap | 11,321.38M |
| Shares Outstanding | 461.16M |
| Income Dividend Yield | 0.79% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.79% |
Returns Annualized
| One Day | 67.24% |
|---|---|
| Five Days | 227.12% |
| One Months | 87.14% |
| Three Months | 44.93% |
| Six Months | 69.33% |
| Nine Months | 61.51% |
| One Year | 46.26% |
| Three Years | 11.39% |
| Five Years | 17.15% |
| Ten Years | 15.30% |
| YTD | 66.80% |
| Since Inception | 17.02% |
Returns Total
| One Day | 0.20% |
|---|---|
| Five Days | 2.38% |
| One Month | 5.09% |
| Three Months | 9.55% |
| Six Months | 29.55% |
| Nine Months | 42.67% |
| One Year | 46.21% |
| Three Years | 38.00% |
| Five Years | 120.18% |
| Ten Years | 313.72% |
| YTD | 30.17% |
| Since Inception | 512.37% |
Yearly Returns
| 2024 | 30.17% |
|---|---|
| 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 | 14.54% |
|---|---|
| Beta | 1.13 |
| Correlation | 94.11% |
| Downside Deviation | 2.44% |
| Coefficient of determination | 88.58% |
| Standard Deviation | 3.86% |
| Sharpe Ratio | 1.31 |
| Sortino | 7.19 |
| Treynor | 36.22 |
| Ulcer Index | 2.02 |
| Ulcer Performance Index | 8.68 |