Fidelity Special Values | Performance

Performance (%)

Return type 1 year 3 years 5 years 10 years
Fidelity Special Values Share price total return 70.9 18.3 69.1 287.1
UK All Companies AIC sector Share price total return 57.4 33.2 83.4 275.8
Fidelity Special Values NAV total return 50.1 20.0 53.1 235.4
UK All Companies AIC sector NAV total return 45.7 30.8 75.4 240.0
Morningstar UK * Total return 22.3 9.1 29.5 103.1

Discrete annual performance (%)

Return type 16/09/16 - 17 16/09/17 - 18 16/09/18 - 19 16/09/19 - 20 16/09/20 - 70
Fidelity Special Values Share price total return 21.7 17.4 -1.8 -29.6 N/A
Fidelity Special Values NAV total return 17.2 9.0 0.0 -23.1 50.1
Morningstar UK * Total return 12 5.9 4.2 -14.4 22.3

* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

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