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Fidelity U.s. Low Volatility Equity Fund: (MF: FULVX)
(NASDAQ Mutual Funds) As of Sep 24, 2025 08:00 PM ET
$11.96 USD
-0.01 (-0.08%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.53 | 79 |
| 3 months | 0.93 | 97 |
| 6 months | 0.13 | 97 |
| 1 Year | 3.97 | 88 |
| 3 Year | 9.42 | 88 |
| 5 Year | 6.82 | 90 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 11.35 |
| 5 Year | 8.54 |
| 10 Year | NA |
| Since Inception | 6.59 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.12 | 1.00 | NA | NA |
| 2024 | 8.52 | -0.51 | 7.98 | -1.95 |
| 2023 | 0.00 | 1.82 | -2.31 | 6.95 |
| 2022 | -4.59 | -8.69 | -6.38 | 9.91 |
| 2021 | 2.14 | 6.62 | -1.11 | 9.32 |
| 2020 | -19.03 | 14.88 | 5.06 | 6.24 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| % Total Return | 5.53 | 14.29 | 6.38 | -10.37 | 17.73 | 3.82 |
| % Total Return Rel to Index | -5.26 | -10.72 | -19.85 | 7.83 | -10.94 | -14.57 |
| % Total Return Rel to Peer | -3.51 | -5.09 | -16.61 | 9.32 | -4.32 | -16.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 4.00 | 5.00 |
| % Dividends | 0.03 | 0.06 | 0.11 | 0.12 | 0.07 | 0.06 |
| % Yield | 0.27 | 0.53 | 0.86 | 1.12 | 0.57 | 0.58 |
| Capital Gains ($) | 0.54 | 0.27 | 0.06 | 0.38 | 0.56 | 0.00 |
| Expense Ratio | 0.70 | 0.67 | 0.66 | 0.72 | 0.77 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%