Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIKNX (FIDELITY SMALL CAP VALUE FUND FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS Z) | 21.39% | 35.91% | 17.59% | 8.73% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIKNX (FIDELITY SMALL CAP VALUE FUND FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS Z) | 10/05/2018 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | 35.91 | 17.59 | 8.73 | NA | NA | NA | … | … | 21.39 | 8.18 | 9.52 | 17.97 | -12.98 | 38.27 | 11.35 | 20.97 | -15.42 |
| Sharpe Ratio | NA | 1.71 | 0.70 | 0.26 | NA | NA | NA | … | … | 2.14 | 0.24 | 0.31 | 0.74 | -0.58 | 1.90 | 0.25 | 1.36 | -2.45 |
| Standard Deviation(%) | NA | 17.92 | 19.92 | 20.93 | NA | NA | NA | … | … | 19.39 | 21.74 | 19.04 | 19.64 | 24.88 | 20.08 | 44.26 | 14.34 | 21.76 |
| Draw Down(%) | NA | 10.35 | 23.80 | 23.80 | NA | NA | NA | … | … | 10.35 | 22.22 | 9.39 | 15.34 | 22.91 | 10.93 | 44.09 | 10.01 | 19.74 |
| Yield(%) | 0.00 | 10.41 | 7.87 | 6.30 | 5.32 | 3.55 | 2.66 | … | … | 0.00 | 10.09 | 6.44 | 5.94 | 4.83 | 10.45 | 0.65 | 4.24 | 6.59 |
Data as of 06/11/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKNX (FIDELITY SMALL CAP VALUE FUND FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS Z) |
2.54%
Mar 2022 – Mar 2025 |
7.01%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKNX (FIDELITY SMALL CAP VALUE FUND FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS Z) |
26.22%
Mar 2020 – Mar 2023 |
19.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart