FSOPX Performance — Fidelity Series Small Cap Opportunities Fund
Data updated: 2026-10-13
FSOPX returned +21.21% year to date and +37.69% over one year to Jul 2026. Annualised returns are +18.98% over 3 years and +11.85% over 5 years. The fund beat its US Small Blend category average: $100 invested three years ago grew to $168, against $146 for the category, and to $138 over one year, against $129. Volatility over the past three years was 18.55% a year. In the 12 months to Jul 2026 the fund lost a net $952.4M, and assets reached $4.73B.
FSOPX Growth of $100
What $100 invested in Fidelity Series Small Cap Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | FSOPX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $138 | $129 |
| 3 years (Aug 2023 – Jul 2026) | $168 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $175 | $141 |
| Since data start (Aug 2019 – Jul 2026) | $247 | $204 |
FSOPX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +21.21% |
| 1 year | +37.69% |
| 3 years (annualised) | +18.98% |
| 5 years (annualised) | +11.85% |
FSOPX Annual Returns
Calendar-year total returns of Fidelity Series Small Cap Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +21.21% |
| 2025 | +15.77% |
| 2024 | +15.10% |
| 2023 | +20.37% |
| 2022 | −17.88% |
| 2021 | +23.67% |
| 2020 | +16.97% |
| 2019 (Aug–Dec) | +6.79% |
FSOPX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.8% | +4.0% | −4.8% | +11.1% | +0.4% | +6.7% | −2.7% | — | — | — | — | — |
| 2025 | +3.1% | −5.6% | −6.3% | −1.0% | +4.5% | +5.9% | +2.1% | +5.1% | +2.4% | +1.2% | +5.0% | −0.6% |
| 2024 | −0.7% | +6.3% | +4.2% | −6.1% | +5.6% | −1.5% | +8.7% | −0.1% | +1.3% | −2.0% | +9.0% | −8.8% |
| 2023 | +9.4% | −0.5% | −3.6% | −1.1% | −2.2% | +8.8% | +4.6% | −2.4% | −5.7% | −6.0% | +7.5% | +12.1% |
| 2022 | −9.2% | −0.1% | +0.7% | −8.8% | −0.2% | −8.9% | +11.2% | −1.5% | −9.2% | +10.5% | +4.0% | −5.1% |
| 2021 | +0.7% | +8.7% | +1.0% | +4.1% | −1.4% | +0.2% | −0.8% | +4.2% | −1.8% | +6.1% | −3.2% | +4.4% |
| 2020 | −1.9% | −8.8% | −19.0% | +11.1% | +7.4% | +1.0% | +3.5% | +4.3% | −2.7% | +1.5% | +15.9% | +8.5% |
| 2019 | — | — | — | — | — | — | — | −3.1% | +0.7% | +2.8% | +4.0% | +2.3% |
FSOPX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 18.55%
- 3-year Sharpe ratio: 0.78 (vs 4.5% risk-free rate)
- Best month: +12.11% (Dec 2023)
- Worst month: −8.80% (Dec 2024)
FSOPX Fund Flows
Monthly money in and out of Fidelity Series Small Cap Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: −$952.4M
- 12-month gross sales (incl. reinvestments): $481.0M
- Sales ÷ redemptions: 0.34×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $36.7M | $304.1M | −$267.4M |
| Jun 2026 | $47.1M | $269.5M | −$222.4M |
| May 2026 | $22.4M | $39.9M | −$17.5M |
| Apr 2026 | $22.0M | $66.3M | −$44.4M |
| Mar 2026 | $10.5M | $111.0M | −$100.5M |
| Feb 2026 | $3.1M | $133.6M | −$130.5M |
| Jan 2026 | $48.4M | $86.6M | −$38.2M |
| Dec 2025 | $147.6M | $175.5M | −$27.9M |
| Nov 2025 | $11.3M | $34.0M | −$22.7M |
| Oct 2025 | $29.4M | $96.1M | −$66.7M |
| Sep 2025 | $78.1M | $83.1M | −$5.0M |
| Aug 2025 | $24.4M | $33.8M | −$9.3M |
FSOPX Assets Under Management
Net assets of Fidelity Series Small Cap Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $4.73B |
| 2026-04-30 | $5.03B |
| 2026-01-31 | $4.85B |
| 2025-10-31 | $4.60B |
| 2025-07-31 | $4.37B |
| 2025-04-30 | $3.96B |
| 2025-01-31 | $4.64B |
| 2024-10-31 | $4.54B |
| 2024-07-31 | $5.91B |
| 2024-04-30 | $5.21B |
| 2024-01-31 | $5.17B |
| 2023-10-31 | $4.37B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.