Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVWSX (FIDELITY SERIES OPPORTUNISTIC INSIGHTS FUND FIDELITY SERIES OPPORTUNISTIC INSIGHTS FUND) | 7.85% | 23.43% | 27.47% | 14.97% | 17.84% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVWSX (FIDELITY SERIES OPPORTUNISTIC INSIGHTS FUND FIDELITY SERIES OPPORTUNISTIC INSIGHTS FUND) | 12/12/2012 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.79 | 23.43 | 27.47 | 14.97 | 17.84 | NA | NA | … | … | 7.85 | 23.66 | 36.47 | 33.21 | -25.74 | 24.95 | 31.17 | 30.53 | -2.03 | 33.18 | 1.46 | 7.88 | 13.99 | 39.52 | -0.30 |
| Sharpe Ratio | NA | 1.43 | 1.43 | 0.66 | 0.82 | NA | NA | … | … | 0.92 | 1.00 | 2.04 | 2.27 | -1.06 | 1.61 | 0.93 | 2.03 | -0.17 | 3.60 | 0.09 | 0.49 | 0.93 | 3.05 | -0.39 |
| Standard Deviation(%) | NA | 14.60 | 17.21 | 18.78 | 19.41 | NA | NA | … | … | 16.67 | 20.77 | 16.09 | 13.11 | 25.78 | 15.45 | 32.98 | 14.28 | 20.69 | 9.08 | 14.31 | 15.96 | 15.03 | 12.94 | 15.87 |
| Draw Down(%) | NA | 10.52 | 19.86 | 31.69 | 31.69 | NA | NA | … | … | 10.52 | 19.86 | 11.41 | 7.00 | 29.88 | 7.40 | 28.82 | 8.10 | 22.71 | 2.69 | 12.99 | 11.83 | 10.23 | 6.53 | 3.53 |
| Yield(%) | 0.00 | 16.05 | 12.24 | 10.18 | 14.50 | 15.55 | 11.67 | … | … | 0.08 | 17.87 | 8.51 | 1.36 | 5.71 | 22.17 | 18.16 | 10.93 | 10.68 | 14.87 | 2.66 | 7.86 | 7.50 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVWSX (FIDELITY SERIES OPPORTUNISTIC INSIGHTS FUND FIDELITY SERIES OPPORTUNISTIC INSIGHTS FUND) |
5.59%
Aug 2020 – Aug 2023 |
8.63%
Jan 2018 – Jan 2023 |
12.27%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVWSX (FIDELITY SERIES OPPORTUNISTIC INSIGHTS FUND FIDELITY SERIES OPPORTUNISTIC INSIGHTS FUND) |
32.11%
Sep 2022 – Sep 2025 |
22.79%
Dec 2016 – Dec 2021 |
17.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
