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FSLSX

Fidelity Value Strategies Fund

$70.58−1.35 (−1.88%)Close Nov 12, 2026

Dec 30, 1983 – Nov 12, 2026, Dividends reinvested

Final balance
$1,069,129
CAGR
+11.51%
Max drawdown
−69.87%
Sharpe ratio
0.65

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Growth of $10,000

Trailing returns

FSLSX's average annual return was 13.15% over the last 10 years and 9.43% over the last 20 years, through Nov 12, 2026. $10,000 in FSLSX on Nov 11, 2016 grew to $34,392 by Nov 12, 2026, with dividends reinvested.

Total

1M
+5.96%
3M
−1.34%
6M
+8.72%
YTD
+28.70%
1Y
+32.20%

Per year

3Y
+20.31%
5Y
+11.44%
10Y
+13.15%
15Y
+12.83%
20Y
+9.43%
25Y
+10.04%
30Y
+10.28%
Since 1983
+11.51%

Annual returns

1983 from Dec 30 · 2026 through Nov 12

FSLSX returns by year

YearReturn
2026 through Nov 12+28.70%
2025+8.33%
2024+9.25%
2023+20.54%
2022−7.37%
2021+33.32%
2020+8.24%
2019+34.54%
2018−16.90%
2017+19.20%
2016+11.35%
2015−2.61%
2014+6.46%
2013+30.42%

Metrics

Since 1983
Volatility19.93%
Sortino ratio0.91
Calmar ratio0.16
Best year, 2003+61.02%
Worst year, 2008−51.14%
Positive years33 of 42
Longest drawdown5.5 years

Worst drawdowns

Since 1983
DeclinePeakBottomRecoveredLength
−69.9%Jul 2007Mar 2009Jan 20135.5 years
−48.0%Jan 2020Mar 2020Nov 202010 months
−43.0%Jun 2001Oct 2002Sep 20032.2 years
−35.4%Mar 1998Oct 1998May 19991.1 years
−26.8%Nov 2024Apr 2025Dec 20251 year