Fidelity Investments

  • Fidelity Value Fund

Fidelity Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1980 -3.9 3.4 3.2 0.2 1.8 8.4 4.8 2.5 0.5 1.8 -0.7 0 0
1981 -2.9 -4.8 5.4 -6.8 -4.7 -1.1 0.6 2.5 0.4 5.5 4 0.5 -2.3
1982 0.6 7.8 15.2 2.6 11.1 -1.3 -1.4 -3 4.1 0.9 -2.6 -1.8 35.2
1983 -14.8 5.2 -5.4 1.3 -0.5 -4.2 4.9 4.5 7.1 6.7 6.7 2.3 12
1984 2.2 -1.4 0.3 0.9 9.9 -3 4.3 -7.5 -1.9 1.2 -9.5 -3 -8.6
1985 4.3 4.8 3.5 -3.5 -1.6 0.8 0.5 3.5 -0.8 -0.4 0.1 9.7 22.1
1986 -11.9 -1.2 4.5 -4.8 5.2 -4 1.6 2.8 -1.5 7.1 6.3 3.5 6
1987 6.2 -7.6 -25.1 0.5 -1.8 8.1 3.3 2.5 -1.6 0.6 4.1 5.3 -10
1988 2.3 -4.2 5.8 7.3 -1.1 0.4 4.2 -0.2 -0.3 -0.6 9.3 3.8 29.1
1989 0.7 2.5 -6.7 -1.9 0.4 9.3 2.9 3.2 5.5 4.3 -2.3 3.9 22.9
1990 2.4 4.5 -2.2 -3.7 -8.8 -0.9 -3 6.5 -0.9 2.2 0.6 -9 -12.8
1991 6.8 -5.7 1.2 -0.8 2.4 4.9 -4.6 5.6 1.3 2 6 5.3 0
1992 2.5 4.4 0.4 1.8 -2.3 3.2 -1.3 1 3.7 -1.7 3.9 4.1 21.2
1993 3.7 -2 3 -0.1 3.5 2.1 0 2.1 0.6 4.9 0.5 2.7 23
1994 1.4 -4.5 1.7 -1.5 3.6 3.1 -0.1 1.5 2.3 -3.9 -0.9 5.2 7.7
1995 3.2 4.5 -2.1 3.3 1.1 4 1.2 2.2 2.3 2.9 3 -1.2 27.1
1996 -0.3 5.7 0.8 2.6 3.7 -5.1 -0.9 1.4 2.6 2.5 0.3 2.7 16.7
1997 1.2 1.6 -6.7 4.4 -2.1 6.6 4.5 7.9 0.8 -1.1 1 2.2 21.2
1998 1.4 3.1 10 1.4 -16.4 -5.7 -1.2 -2.4 1.5 3.7 7.7 -0.2 0.4
1999 3.8 0 -3.9 -3.5 -3.9 -4.3 4.7 0.9 18.9 1 -2.2 -1.1 8.7
2000 10.6 0.1 1.3 -3.3 4.2 1.2 -6.1 3.4 3.7 10.6 -7.1 -8.6 8.1
2001 4.2 7.1 2.2 -11 -1.9 0.7 -0.8 4.1 5.3 -2.3 3.4 1.9 12.2
2002 -3.6 8.4 4.8 -10.3 0.1 -10.1 -5.6 0.2 -0.2 6.4 1.8 0.4 -9.2
2003 5.4 2.2 6.1 -2.1 4.7 2.3 0.5 8.5 7.6 0.3 -1.5 -3.3 0
2004 3 6.4 1.7 4.2 -0.4 -3.6 4.7 1.3 -2.3 -0.6 3.1 2.4 21.2
2005 1.7 5.9 -3.3 0.6 -0.9 5.3 2.4 4.7 -3.3 -1.3 3.6 -1.4 14.3
2006 1.1 3.1 2.8 1.9 2.7 -0.9 -0.7 -3.2 1 1.7 -0.1 5 15.1
2007 -1.7 -6.4 1.4 2.3 0.5 -4.3 -1.6 3.8 4.1 0.6 0.9 3.1 2.2
2008 4.3 -12.1 -25.4 -13.2 3.1 -1.4 -9.8 2.5 5.7 -0.4 -3.4 -5.6 -46.5
2009 5.5 5.1 -6.1 5.2 7.3 12.9 -2.3 6 22.6 9.5 -12.4 -10.7 44.1
2010 7.9 0.7 4.4 10.1 -5.6 8.6 -7.9 -9.4 5.1 7.3 4.4 -2.8 22.3
2011 0.4 -1.1 12.9 -10.1 -8.7 -3.6 -3.3 -1.6 2.8 1 3.1 3.1 -6.7
2012 3.2 1.2 0.1 2.6 3.2 1.6 3.7 -7.5 -1 2.3 4.4 6.9 0
2013 3.3 1.7 4 4.7 -3 5.6 -1 3.4 0.8 4.1 1.9 6.9 37.1
2014 0.5 1.9 3.1 -4.5 4.5 -3 3.6 2 -0.4 0.8 4.8 -1.7 11.7
2015 -4 -0.3 6.3 -5.2 -5.4 -0.4 -2.6 2.1 0.4 0 5.8 -2.6 -6.4
2016 2 5.8 -2.4 0.3 0.6 4.7 -1.9 1.6 2 8.5 1.3 -6.5 16.1
2017 2 2.1 0.4 2.4 -1.4 2.1 1.3 0.1 1 -0.3 3.2 1.9 15.7
2018 -11.8 1.5 -9.8 -0.9 1.6 2.1 1.4 1.1 1.2 -1.5 -5.2 2.5 -17.6
2019 -0.2 4.7 1.5 4.7 -5.6 1 8.3 -9 4.6 -0.2 3.9 12.3 27.2
2020 7.1 18.1 2.4 -3.2 6 3.6 2.6 5.1 16.4 -27 -10.2 -4.3 8.2
2021 -2.8 -3.9 5.1 -2.9 2.1 -1.1 -1.2 3.1 16.3 7.7 8.8 -8.3 22.6
2022 -11.7 6.6 12.7 -12.3 -3 10 -12.7 3.5 -6 2.2 1.3 -2.9 -15
2023 5.1 9.1 -5 -4.2 -2.8 6.8 9.2 -4.2 0.1 -5.9 -3.3 11.5 15
2024 -6 6.8 4.8 -2.3 0 0 0 0 0 0 0 0 4.6