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Fidelity Blue Chip

Last updated Feb 24, 2024

Asset Allocation


FBGRX 100%EquityEquity
PositionCategory/SectorWeight
FBGRX
Fidelity Blue Chip Growth Fund
Large Cap Growth Equities

100%

S&P 500

Performance

The chart shows the growth of an initial investment of $10,000 in Fidelity Blue Chip , comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly


2,000.00%4,000.00%6,000.00%8,000.00%SeptemberOctoberNovemberDecember2024February
8,149.07%
1,751.68%
Fidelity Blue Chip
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Jun 23, 1988, corresponding to the inception date of FBGRX

Returns

As of Feb 24, 2024, the Fidelity Blue Chip returned 11.40% Year-To-Date and 16.56% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
6.69%4.52%15.50%26.83%12.76%10.70%
Fidelity Blue Chip 11.40%6.48%25.54%56.08%20.11%16.50%
FBGRX
Fidelity Blue Chip Growth Fund
11.40%6.48%25.54%56.08%20.11%16.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.93%
20235.25%-1.73%-6.02%-2.39%11.59%5.66%

Sharpe Ratio

The current Fidelity Blue Chip Sharpe ratio is 3.07. A Sharpe ratio of 3.0 or higher is considered excellent.

0.002.004.003.07

The Sharpe ratio of Fidelity Blue Chip is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00SeptemberOctoberNovemberDecember2024February
3.07
2.23
Fidelity Blue Chip
Benchmark (^GSPC)
Portfolio components

Dividend yield

Fidelity Blue Chip granted a 0.84% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Fidelity Blue Chip 0.84%0.93%0.57%8.73%6.40%3.70%6.32%4.28%4.05%5.07%6.08%7.80%
FBGRX
Fidelity Blue Chip Growth Fund
0.84%0.93%0.57%8.73%6.40%3.70%6.32%4.28%4.05%5.07%6.08%7.80%

Expense Ratio

The Fidelity Blue Chip has a high expense ratio of 0.79%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


0.79%
0.00%2.15%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
^GSPC
S&P 500
2.23
Fidelity Blue Chip
3.07
FBGRX
Fidelity Blue Chip Growth Fund
3.07

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2024February
-0.18%
0
Fidelity Blue Chip
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Blue Chip . A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity Blue Chip was 57.42%, occurring on Mar 9, 2009. Recovery took 588 trading sessions.

The current Fidelity Blue Chip drawdown is 0.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.42%Mar 24, 20002247Mar 9, 2009588Jul 7, 20112835
-43.08%Nov 22, 2021277Dec 28, 2022283Feb 14, 2024560
-32.27%Feb 20, 202020Mar 18, 202052Jun 2, 202072
-22.4%Oct 2, 201858Dec 24, 201873Apr 10, 2019131
-21.84%Jul 17, 199064Oct 11, 199084Feb 6, 1991148

Volatility Chart

The current Fidelity Blue Chip volatility is 6.49%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2024February
6.49%
3.90%
Fidelity Blue Chip
Benchmark (^GSPC)
Portfolio components
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