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Fidelity Advisor Small Cap Value I (FCVIX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.66% |
| 5y Average Return | 13.47% |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Nov 21, 2024) | 38.15% |
| Worst 1Y Total Return (Nov 21, 2024) | -- |
| Best 3Y Total Return | 38.15% |
| Worst 3Y Total Return | 4.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FCVIX
Category
- YTD
- 7.57%
- 26.79%
- 1-Month
- -2.17%
- -1.77%
- 3-Month
- -3.33%
- 4.45%
- 1-Year
- 29.72%
- 71.02%
- 3-Year
- 3.83%
- 9.35%
- 5-Year
- 11.98%
- 12.17%
- 10-Year
- 9.32%
- 9.95%
- Last Bull Market
- 28.22%
- 28.07%
- Last Bear Market
- -15.25%
- -24.24%
Annual Total Return (%) History
Year
FCVIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.32% | -6.51% | 10.62% | -- |
| 2023 | 1.92% | 3.54% | -2.31% | 14.28% |
| 2022 | -1.71% | -15.25% | -5.84% | 10.72% |
| 2021 | 22.18% | 5.46% | 1.51% | 5.62% |
| 2020 | -32.11% | 17.40% | 4.79% | 33.15% |
| 2019 | 10.72% | 1.85% | 1.35% | 5.64% |
| 2018 | -1.33% | 1.65% | 2.04% | -16.91% |
| 2017 | 0.11% | 2.55% | 2.81% | 6.37% |
| 2016 | 3.82% | 1.21% | 4.34% | 10.66% |
| 2015 | 2.11% | 0.10% | -5.74% | 2.08% |
| 2014 | 0.20% | 3.58% | -7.86% | 11.49% |
| 2013 | 16.56% | -0.27% | 7.86% | 9.38% |
| 2012 | 11.94% | -2.81% | 3.58% | 6.55% |
| 2011 | 5.95% | -3.14% | -20.17% | 17.61% |
| 2010 | 9.14% | -8.45% | 10.86% | 12.98% |
| 2009 | -12.22% | 25.40% | 20.41% | 3.13% |
| 2008 | -11.77% | -4.84% | 6.89% | -22.22% |
| 2007 | 3.15% | 7.21% | -5.42% | -3.34% |
| 2006 | 13.27% | -4.92% | -1.32% | 8.86% |
| 2005 | 2.42% | 3.94% | 6.77% | 3.40% |
Rank in Category (By Total Return)
| YTD | 42 |
| 1-Month | 69 |
| 3-Month | 54 |
| 1-Year | 35 |
| 3-Year | 58 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 29.72% |
| 3-Year | 3.83% |
| 5-Year | 11.98% |
| 10-Year | 9.32% |
Performance & Risk
| YTD Return | 14.66% |
| 5y Average Return | 13.47% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Fidelity Investments |
| Net Assets | 4.83B |
| YTD Return | 7.57% |
| Yield | 0.66% |
| Morningstar Rating | |
| Inception Date | Nov 03, 2004 |
Fund Summary
The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies with small market capitalizations. The fund invests in securities of companies that Fidelity Management & Research Company LLC (FMR) believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called "value" stocks). It invests in domestic and foreign issuers.
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