FVLKX
Fidelity Value Fund Class K
Mutual fund
$16.16+0.07 (+0.44%)Close Oct 2, 2026
May 9, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $146,990
- CAGR
- +15.73%
- Max drawdown
- −62.80%
- Sharpe ratio
- 0.46
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.37%
- 3M
- −4.77%
- 6M
- +12.53%
- YTD
- +16.85%
- 1Y
- +21.33%
- 3Y
- +18.35%
- 5Y
- +10.74%
- 10Y
- +11.89%
- 15Y
- +13.50%
- Since 2008
- +15.73%
Metrics
Since 2008| Volatility | 46.01% |
|---|---|
| Sortino ratio | 1.25 |
| Calmar ratio | 0.25 |
| Best year, 2009 | +44.43% |
| Worst year, 2018 | −17.56% |
| Positive years | 13 of 17 |
| Longest drawdown | 2.7 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.8% | May 2008 | Mar 2009 | Feb 2011 | 2.7 years |
| −48.6% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −27.6% | Apr 2011 | Oct 2011 | Sep 2012 | 1.4 years |
| −25.2% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −24.3% | Nov 2024 | Apr 2025 | Nov 2025 | 1 year |
Annual returns
2008 from May 9 · 2026 through Oct 2