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
| Year | Return |
|---|---|
| 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| Volatility | 19.93% |
|---|---|
| Sortino ratio | 0.91 |
| Calmar ratio | 0.16 |
| Best year, 2003 | +61.02% |
| Worst year, 2008 | −51.14% |
| Positive years | 33 of 42 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 1983| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −69.9% | Jul 2007 | Mar 2009 | Jan 2013 | 5.5 years |
| −48.0% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −43.0% | Jun 2001 | Oct 2002 | Sep 2003 | 2.2 years |
| −35.4% | Mar 1998 | Oct 1998 | May 1999 | 1.1 years |
| −26.8% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |