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FSOPX: FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND FIDELITY SERIES SMALL CAP OPPORTUNITIES FUND (MUTUAL FUND)
Basic Info 18.58 0.55(2.88%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 04/03/2007 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 5.17% |
| Expenses | 0.00% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 14.5 | 38.3 | 20.2 | 3.8 | 8.4 | 8.1 | 7.2 | 15.8 | 15.3 | 20.4 | -20.9 | -6.2 | 15.6 | 29.9 | -7.6 | 4.0 | 15.2 | -0.5 | 2.3 | 35.5 | 11.9 | -2.9 | 33.3 | 46.5 | -39.7 | -7.1 |
| Sharpe Ratio | NA | 2.19 | 2.26 | 0.94 | 0.07 | 0.29 | NA | 0.25 | 0.59 | 0.62 | 0.9 | -0.8 | -0.18 | 0.39 | 1.96 | -0.51 | 0.26 | 0.91 | -0.04 | 0.15 | 2.59 | 0.74 | -0.09 | 1.38 | 1.33 | -0.97 | -0.63 |
| Draw Down(%) | NA | 10.0 | 10.0 | 27.2 | 43.4 | 43.4 | NA | 62.1 | 24.0 | 9.7 | 14.8 | 28.7 | 26.4 | 39.2 | 7.9 | 25.5 | 7.9 | 14.4 | 14.0 | 13.7 | 5.6 | 13.0 | 28.8 | 18.8 | 29.6 | 53.5 | 16.5 |
| Standard Deviation(%) | NA | 20.0 | 17.9 | 20.0 | 24.8 | 23.8 | NA | 24.5 | 22.1 | 19.0 | 18.7 | 28.0 | 34.4 | 38.9 | 14.5 | 17.6 | 13.0 | 16.5 | 15.7 | 15.1 | 13.7 | 16.1 | 31.0 | 24.1 | 34.9 | 41.9 | 19.8 |
| Treynor Ratio | NA | 0.41 | 0.39 | 0.18 | 0.02 | 0.07 | NA | 0.06 | 0.13 | 0.11 | 0.17 | -0.22 | -0.05 | 0.16 | 0.29 | -0.09 | 0.03 | 0.16 | -0.01 | 0.02 | 0.36 | 0.12 | -0.03 | 0.33 | 0.48 | -0.43 | -0.12 |
| Alpha | NA | 0.01 | 0.04 | 0.01 | -0.01 | -0.01 | NA | -0.01 | 0.03 | 0.0 | 0.01 | -0.01 | -0.09 | -0.01 | 0.01 | 0.01 | -0.04 | -0.01 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.02 | 0.03 | -0.04 | -0.02 |
| Beta | NA | 1.08 | 1.05 | 1.03 | 1.03 | 0.99 | NA | 0.98 | 1.0 | 1.09 | 0.99 | 1.01 | 1.18 | 0.95 | 0.98 | 1.02 | 1.01 | 0.96 | 1.0 | 1.02 | 0.99 | 0.98 | 0.98 | 1.01 | 0.97 | 0.93 | 0.99 |
| RSquared | NA | 0.89 | 0.9 | 0.95 | 0.79 | 0.84 | NA | 0.91 | 0.96 | 0.95 | 0.97 | 0.96 | 0.48 | 0.98 | 0.97 | 0.98 | 0.64 | 0.96 | 0.97 | 0.93 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.9 | 10.0 | 1.2 | 0.9 | 0.8 | 1.0 | 8.1 | 12.0 | 3.7 | 0.8 | 5.6 | 5.3 | 12.2 | 5.8 | 1.1 | 0.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -48.0 | 911.8 | 0.0 | 11.5 | -10.3 | -85.4 | -44.6 | 221.3 | 446.9 | -86.8 | 2.8 | -48.8 | 124.1 | 430.2 | 81.2 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2007
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