Fidelity Mid Cap Funds Summary Page
for period ending May 31, 2025
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In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the Fidelity funds.
Sort any column by clicking the heading in the gray row. Click any Fidelity fund name below for full details.
Maximum Drawdown vs. Annual Return
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Fidelity Funds: Mid Cap
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)
| Total Return, annualized % | Max DrawDown | |||||||||||
| Fidelity Fund Name | ID | Peer Group | 1 month | YTD | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | 15 year | 20 year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| U.S. Total Bond Market | BND | Benchmark | -0.7% | 2.5% | 5.4% | * | * | * | * | * | * | * |
| S&P 500 | SPY | Benchmark | 6.3% | 0.9% | 13.2% | * | * | * | * | * | * | * |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 3.5% | 1.3% | 10.0% | * | * | * | * | * | * | * |
| Small-Mid Cap ETF | FFSM | U.S. Equity | 6.2% | -2.5% | 2.0% | * | * | * | * | * | * | * |
| Enhanced Mid Cap ETF | FMDE | U.S. Equity | 5.5% | 1.4% | 13.2% | * | * | * | * | * | * | * |
| Small-Mid Multifactor ETF | FSMD | U.S. Equity | 5.2% | -1.4% | 7.1% | * | * | * | * | * | * | * |
| Growth Strategies | FDEGX | U.S. Equity | 10.9% | 7.3% | 13.1% | * | * | * | * | * | * | * |
| Value Fund | FDVLX | U.S. Equity | 5.0% | -4.6% | -16.3% | * | * | * | * | * | * | * |
| Mid Cap Value Index | FIMVX | U.S. Equity | 4.4% | -0.4% | 5.0% | * | * | * | * | * | * | * |
| Low-Priced Stock | FLPSX | U.S. Equity | 5.4% | 2.8% | 1.3% | * | * | * | * | * | * | * |
| Mid-Cap Stock | FMCSX | U.S. Equity | 5.6% | -1.0% | 2.9% | * | * | * | * | * | * | * |
| Mid Cap Growth Index | FMDGX | U.S. Equity | 9.6% | 5.1% | 22.8% | * | * | * | * | * | * | * |
| Value Strategies | FSLSX | U.S. Equity | 4.8% | -7.6% | -14.5% | * | * | * | * | * | * | * |
| Extended Mkt Index | FSMAX | U.S. Equity | 7.2% | -0.9% | 11.6% | * | * | * | * | * | * | * |
| Mid-Cap Value | FSMVX | U.S. Equity | 5.5% | -2.9% | -7.0% | * | * | * | * | * | * | * |
| Stock Selector Mid-Cap | FSSMX | U.S. Equity | 5.6% | -1.0% | 1.0% | * | * | * | * | * | * | * |
| ZERO Extended Mkt Index | FZIPX | U.S. Equity | 5.7% | -3.6% | 3.3% | * | * | * | * | * | * | * |