FVWSX Performance — Fidelity Series Opportunistic Insights Fund
Data updated: 2026-08-24
FVWSX returned +11.57% year to date and +22.28% over one year to Jun 2026. Annualised returns are +27.77% over 3 years and +15.15% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $209, against $157 for the category, and to $122 over one year, against $118. Volatility over the past three years was 14.41% a year. In the 12 months to Jun 2026 the fund took in a net $2.1B, and assets reached $15.39B.
FVWSX Growth of $100
What $100 invested in Fidelity Series Opportunistic Insights Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | FVWSX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $122 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $209 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $202 | $161 |
| Since data start (Jul 2019 – Jun 2026) | $324 | $229 |
FVWSX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.57% |
| 1 year | +22.28% |
| 3 years (annualised) | +27.77% |
| 5 years (annualised) | +15.15% |
FVWSX Annual Returns
Calendar-year total returns of Fidelity Series Opportunistic Insights Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +11.57% |
| 2025 | +23.53% |
| 2024 | +36.34% |
| 2023 | +33.21% |
| 2022 | −25.71% |
| 2021 | +24.80% |
| 2020 | +31.17% |
| 2019 (Jul–Dec) | +6.51% |
FVWSX 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 | +2.0% | −0.2% | −5.9% | +10.3% | +3.7% | +1.8% | — | — | — | — | — | — |
| 2025 | +5.1% | −1.8% | −7.4% | +1.5% | +8.7% | +6.8% | +2.8% | +0.4% | +3.1% | +1.8% | −0.2% | +1.4% |
| 2024 | +5.1% | +9.3% | +3.2% | −4.5% | +7.2% | +4.4% | −1.7% | +3.8% | +2.0% | −0.1% | +5.0% | −1.3% |
| 2023 | +6.4% | −2.0% | +4.5% | +2.4% | +1.2% | +6.2% | +3.7% | −0.6% | −3.3% | −1.5% | +8.3% | +4.4% |
| 2022 | −8.1% | −4.7% | +3.2% | −11.3% | −0.5% | −9.3% | +8.6% | −3.3% | −7.6% | +6.8% | +4.8% | −5.4% |
| 2021 | −1.4% | +2.2% | +2.1% | +6.5% | +0.9% | +3.7% | +2.1% | +4.7% | −5.9% | +7.1% | +0.1% | +0.9% |
| 2020 | +2.4% | −5.6% | −10.7% | +13.5% | +6.4% | +4.1% | +7.0% | +10.0% | −4.6% | −3.0% | +8.2% | +2.5% |
| 2019 | — | — | — | — | — | — | +0.9% | −1.6% | −2.0% | +2.7% | +3.9% | +2.6% |
FVWSX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 14.41%
- 3-year Sharpe ratio: 1.62 (vs 4.5% risk-free rate)
- Best month: +10.32% (Apr 2026)
- Worst month: −7.38% (Mar 2025)
FVWSX Fund Flows
Monthly money in and out of Fidelity Series Opportunistic Insights Fund, from SEC Form N-PORT.
- 12-month net flow: $2.1B
- 12-month gross sales (incl. reinvestments): $4.2B
- Sales ÷ redemptions: 2.00×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $168.5M | $236.9M | −$68.4M |
| May 2026 | $88.1M | $415.7M | −$327.7M |
| Apr 2026 | $298.4M | $111.6M | $186.8M |
| Mar 2026 | $399.3M | $69.9M | $329.4M |
| Feb 2026 | $233.5M | $48.3M | $185.2M |
| Jan 2026 | $261.3M | $252.0M | $9.4M |
| Dec 2025 | $2.1B | $202.7M | $1.9B |
| Nov 2025 | $98.9M | $62.6M | $36.3M |
| Oct 2025 | $164.1M | $188.6M | −$24.6M |
| Sep 2025 | $103.4M | $37.5M | $66.0M |
| Aug 2025 | $203.9M | $73.7M | $130.1M |
| Jul 2025 | $77.4M | $372.4M | −$295.0M |
FVWSX Assets Under Management
Net assets of Fidelity Series Opportunistic Insights Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $15.39B |
| 2026-03-31 | $13.38B |
| 2025-12-31 | $13.46B |
| 2025-09-30 | $13.09B |
| 2025-06-30 | $12.40B |
| 2025-03-31 | $10.61B |
| 2024-12-31 | $11.56B |
| 2024-09-30 | $11.46B |
| 2024-06-30 | $11.11B |
| 2024-03-31 | $10.59B |
| 2023-12-31 | $9.41B |
| 2023-09-30 | $8.64B |
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.