Fidelity Growth Strategies Fund Class K (FAGKX)
The investment seeks capital appreciation. The fund primarily invests in common stocks. It invests in companies the advisor believes offer the potential for accelerated earnings or revenue growth (stocks of these companies are often called "growth" stocks). The advisor focuses investments in medium-sized companies, but may also invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.
Fund Info
| ISIN | US3162008649 |
|---|---|
| Issuer | Fidelity |
| Inception Date | May 9, 2008 |
| Category | Mid Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
FAGKX features an expense ratio of 0.52%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FAGKX vs. POAGX, FAGKX vs. FDGRX, FAGKX vs. FCNTX, FAGKX vs. FMCSX, FAGKX vs. FBGRX, FAGKX vs. FDEGX, FAGKX vs. QQQ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Growth Strategies Fund Class K, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Growth Strategies Fund Class K had a return of 19.67% year-to-date (YTD) and 34.39% in the last 12 months. Over the past 10 years, Fidelity Growth Strategies Fund Class K had an annualized return of 11.19%, while the S&P 500 benchmark had an annualized return of 10.92%, indicating that Fidelity Growth Strategies Fund Class K performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.67% | 19.77% |
| 1 month | 0.06% | -0.67% |
| 6 months | 8.11% | 10.27% |
| 1 year | 34.39% | 31.07% |
| 5 years (annualized) | 12.42% | 13.22% |
| 10 years (annualized) | 11.19% | 10.92% |
Monthly Returns
The table below presents the monthly returns of FAGKX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.45% | 8.27% | 4.50% | -5.19% | 3.57% | -0.56% | 0.30% | 2.12% | 3.79% | 1.81% | 19.67% | ||
| 2023 | 6.43% | -0.38% | 2.11% | -1.35% | -0.53% | 7.53% | 3.13% | -3.14% | -4.30% | -6.57% | 11.82% | 6.12% | 21.07% |
| 2022 | -14.44% | -1.60% | 0.68% | -11.11% | -0.85% | -8.54% | 13.78% | -3.94% | -7.88% | 7.99% | 5.82% | -6.39% | -26.41% |
| 2021 | -2.21% | 2.94% | -0.41% | 5.66% | -1.35% | 6.35% | 4.23% | 4.08% | -5.85% | 7.82% | -2.55% | 1.81% | 21.43% |
| 2020 | 1.69% | -5.74% | -13.33% | 13.37% | 8.76% | 2.05% | 6.89% | 2.43% | -1.56% | -0.76% | 10.17% | 5.11% | 29.49% |
| 2019 | 9.13% | 4.77% | 1.78% | 4.25% | -3.99% | 7.59% | 2.67% | -1.22% | -1.38% | 2.36% | 4.88% | 1.62% | 36.75% |
| 2018 | 5.82% | -2.37% | -1.03% | -1.44% | 3.38% | -0.07% | 3.11% | 2.18% | -0.53% | -8.83% | 2.55% | -8.60% | -6.77% |
| 2017 | 3.65% | 3.89% | 0.33% | 0.81% | 1.45% | 0.03% | 0.63% | 0.11% | 2.39% | 2.90% | 2.89% | 0.82% | 21.68% |
| 2016 | -6.24% | 0.76% | 5.31% | -0.42% | 1.33% | 0.09% | 3.06% | -0.29% | -0.14% | -2.66% | 1.55% | 0.92% | 2.85% |
| 2015 | -1.97% | 7.75% | 0.90% | -1.27% | 2.37% | -1.23% | 1.76% | -5.62% | -3.22% | 5.51% | 0.74% | -1.68% | 3.34% |
| 2014 | -3.14% | 5.44% | -0.89% | -0.69% | 2.74% | 2.63% | -2.86% | 4.84% | -2.16% | 3.83% | 4.01% | 0.36% | 14.46% |
| 2013 | 6.29% | 1.72% | 3.51% | 1.24% | 2.67% | -0.21% | 5.54% | -1.96% | 4.76% | 3.13% | 3.14% | 3.24% | 38.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FAGKX is 50, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Growth Strategies Fund Class K (FAGKX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Growth Strategies Fund Class K provided a 0.13% dividend yield over the last twelve months, with an annual payout of $0.09 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.09 | $0.09 | $0.00 | $8.99 | $5.00 | $1.88 | $0.34 | $0.23 | $0.25 | $0.10 | $0.30 | $0.11 |
Dividend yield | 0.13% | 0.16% | 0.00% | 13.99% | 8.30% | 3.73% | 0.90% | 0.55% | 0.72% | 0.29% | 0.92% | 0.38% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Growth Strategies Fund Class K. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.99 | $8.99 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.00 | $5.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.82 | $1.88 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2013 | $0.11 | $0.11 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Growth Strategies Fund Class K. 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 Growth Strategies Fund Class K was 54.37%, occurring on Nov 20, 2008. Recovery took 539 trading sessions.
The current Fidelity Growth Strategies Fund Class K drawdown is 3.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.37% | Jun 6, 2008 | 117 | Nov 20, 2008 | 539 | Jan 12, 2011 | 656 |
| -36.57% | Nov 17, 2021 | 146 | Jun 16, 2022 | 569 | Sep 23, 2024 | 715 |
| -34.04% | Feb 20, 2020 | 23 | Mar 23, 2020 | 81 | Jul 17, 2020 | 104 |
| -27.24% | Jul 25, 2011 | 50 | Oct 3, 2011 | 333 | Feb 1, 2013 | 383 |
| -20.96% | Aug 30, 2018 | 80 | Dec 24, 2018 | 68 | Apr 3, 2019 | 148 |
Volatility
Volatility Chart
The current Fidelity Growth Strategies Fund Class K volatility is 3.91%, 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.