Line of Credit Average Annual Total Returns footnote 2
footnote 3
footnote 5
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AS OF 03/31/2025
Fund Inception 11/03/2004
| Return Type | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | Life |
|---|---|---|---|---|---|
FUND Fidelity® Small Cap Value Fund | -3.11% | 2.35% | 18.98% | 8.10% | 9.91% |
PRIMARY BENCHMARK | -3.12% | 0.05% | 15.31% | 6.07% | 6.91% |
Hypothetical Growth of $10,000 footnote 5
footnote 7
AS OF 03/31/2025
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Calendar-Year Total Returns footnote 2
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footnote 5
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AS OF 03/31/2025
| Return Type | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FUND Fidelity® Small Cap Value Fund | -5.70% | 9.29% | 17.74% | -13.16% | 38.14% | 11.18% | 20.85% | -15.04% | 12.26% | 21.28% | -1.60% |
PRIMARY BENCHMARK | -7.74% | 8.05% | 14.65% | -14.48% | 28.27% | 4.63% | 22.39% | -12.86% | 7.84% | 31.74% | -7.47% |
+/- Russell 2000 Value | 2.04% | 1.24% | 3.09% | 1.32% | 9.87% | 6.55% | -1.54% | -2.18% | 4.42% | -10.46% | 5.87% |
Quarter-End Average Annual Total Returns footnote 2
footnote 3
footnote 5
AS OF 03/31/2025
Fund Inception 11/03/2004
0.97% AS OF 09/28/2024
| Return Type | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | Life |
|---|---|---|---|---|---|
FUND Fidelity® Small Cap Value Fund | -3.11% | 2.35% | 18.98% | 8.10% | 9.91% |
PRIMARY BENCHMARK | -3.12% | 0.05% | 15.31% | 6.07% | 6.91% |
Fidelity® Small Cap Value Fund | -4.64% | 0.93% | 17.36% | 6.07% | 8.37% |
Fidelity® Small Cap Value Fund | -0.96% | 1.68% | 15.18% | 5.99% | 8.06% |
Cumulative Total Returns footnote 2
footnote 3
AS OF 03/31/2025
*AS OF 04/01/2025
Fund inception 11/03/2004
| Return Type | YTD (Daily)* | YTD (Monthly) | 1 Month | 3 Months | 6 Months |
|---|---|---|---|---|---|
FUND Fidelity® Small Cap Value Fund | -5.50% | -5.70% | -4.81% | -5.70% | -6.34% |
PRIMARY BENCHMARK | -- | -7.74% | -6.00% | -7.74% | -8.72% |
Fund Risk and Return
AS OF 02/28/2025
Returns
Returns
This fund scores Average because it delivered returns that were in the middle 35% when compared to other funds within its Morningstar category.
How is it calculated?
This rating is based on a fund's Morningstar Return (its annualized return in excess to the return of the 90-day U.S. Treasury bill over a three-, five-, or ten-year period). The Morningstar Returns in each category are then scored against each other on a bell curve. In each Morningstar Category:
– top 10% - High
– next 22.5% - Above Average
– middle 35% - Average
– next 22.5% - Below Average
– bottom 10% - Low
– top 10% - High
– next 22.5% - Above Average
– middle 35% - Average
– next 22.5% - Below Average
– bottom 10% - Low
What does it mean?
While past performance is no guarantee of future results, the Morningstar Return shows how the fund has done in the past in comparison to similar funds in its peer group. It does not, however, show the effects of risk.
Therefore, the Morningstar Return is most helpful when used in conjunction with the Morningstar Risk Score. For example, an investor could use these two scores when comparing between funds that have the same Morningstar Star Rating and similar Morningstar Risk Adjusted Returns but different levels of risk.
Therefore, the Morningstar Return is most helpful when used in conjunction with the Morningstar Risk Score. For example, an investor could use these two scores when comparing between funds that have the same Morningstar Star Rating and similar Morningstar Risk Adjusted Returns but different levels of risk.
Risk
Risk
This fund scores Average because Morningstar has rated its risk between the 40th and 60th percentiles when compared to other funds within its Morningstar category.
How is it calculated?
Risk is calculated using the Sharpe ratio, which compares portfolio returns to a rate comparable to U.S. Treasury bonds, relative to the fund's overall volatility. For this measure, Morningstar has compared the Sharpe ratio of this fund against all other funds that invest in it's Morningstar Category.
What does it mean?
A higher Sharpe implies better risk-adjusted returns. Therefore, if a fund has a Sharpe ratio higher than its category average, it's returns relative to it's risk were better than other similar funds. If its Sharpe ratio is lower, that's usually a sign that the risk-adjusted returns were lower than other similar funds.
Risk of this Type of Fund
Risk of this Type of Fund
Morningstar assigns a risk level to each of its mutual fund categories. These risk levels range from 1 for those funds with least amount of risk to 10 for those with the greatest amount of risk.
How is it calculated?
Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. The Category Risk Level is based on the equal weighted average Morningstar Risk of the funds in the category. Morningstar's Research Committee evaluates the Category Morningstar Risk and assigns the Category Risk Level after further qualitative judgment.
What does it mean?
This score can help you understand the risk involved with a particular Morningstar category of funds, which may be helpful in evaluating the risk associated with a specific investment. The Category Risk Level is based on the equal weighted average performance of the funds in the category. It does not reflect the risk associated with any individual fund or the relative risk of a fund within a particular Morningstar category. Because the score is based on past performance, it may not reflect the future risk of the category. In addition to risk, you should evaluate a fund's investment objective, strategy, fees and other characteristics before making your investment decision.
Risk
Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. The securities of smaller, less well-known companies can be more volatile than those of larger companies. Value stocks can perform differently than other types of stocks and can continue to be undervalued by the market for long periods of time.
Volatility Measures
Historical Fund Performance footnote 3
Most recent year's data as of: 03/31/2025
Year | Total Returns | Capital Gains | ||
|---|---|---|---|---|
| 2025 | -5.70% | -- | -- | $2,427.47 |
| 2024 | 9.29% | $1.127 | $0.122 | $2,658.72 |
| 2023 | 17.74% | $0.902 | $0.126 | $2,689.64 |
| 2022 | -13.16% | $1.051 | -- | $2,509.28 |
| 2021 | 38.14% | $1.278 | $0.44 | $2,951.93 |
| 2020 | 11.18% | -- | $0.078 | $1,658.07 |
| 2019 | 20.85% | $0.411 | $0.124 | $1,612.67 |
| 2018 | -15.04% | $4.707 | $0.145 | $1,493.05 |
| 2017 | 12.26% | $0.519 | $0.221 | $2,763.21 |
| 2016 | 21.28% | $1.195 | $0.145 | $2,739.69 |
Characteristics & Attribution
Fund characteristics and performance attribution information provides a framework for examining performance of a fund vs. its benchmark based on relative asset weightings. Click here to see Fund Characteristics and Attribution.