Fidelity Value Fund (FDVLX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 7.73% | 5.37% | 2.36% |
Year-to-Date | 4.81% | 3.16% | 1.64% |
1 Year | 18.78% | 0.00% | 18.78% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
44%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 44% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.65%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$832
Real cost (fees + lost compounding)
$1,028
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
7.28%