Fidelity Blue Chip Growth ETF (FBCG)
FBCG is an actively managed ETF by Fidelity. FBCG launched on Jun 3, 2020 and has a 0.59% expense ratio.
ETF Info
| ISIN | US3160923526 |
|---|---|
| CUSIP | 316092352 |
| Issuer | Fidelity |
| Inception Date | Jun 3, 2020 |
| Region | Developed Markets (Broad) |
| Category | Large Cap Growth Equities, Actively Managed |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FBCG features an expense ratio of 0.59%, 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: FBCG vs. SCHG, FBCG vs. FBCGX, FBCG vs. QQQ, FBCG vs. FXAIX, FBCG vs. FTEC, FBCG vs. VOO, FBCG vs. FSPGX, FBCG vs. SPY, FBCG vs. SCHD, FBCG vs. VTSAX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Blue Chip Growth ETF, 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 Blue Chip Growth ETF had a return of 37.96% year-to-date (YTD) and 49.92% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 37.96% | 25.82% |
| 1 month | 5.34% | 3.20% |
| 6 months | 18.25% | 14.94% |
| 1 year | 49.92% | 35.92% |
| 5 years (annualized) | N/A | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of FBCG, 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 | 2.64% | 9.21% | 3.03% | -3.59% | 7.87% | 6.07% | -3.30% | 1.36% | 2.82% | 0.42% | 37.96% | ||
| 2023 | 13.28% | -0.83% | 7.46% | -0.08% | 8.53% | 7.75% | 5.14% | -1.37% | -6.13% | -2.34% | 11.81% | 5.37% | 57.98% |
| 2022 | -11.69% | -3.92% | 2.93% | -15.01% | -4.88% | -11.15% | 14.96% | -4.34% | -10.19% | 3.68% | 5.10% | -9.78% | -39.10% |
| 2021 | 0.67% | 2.54% | -0.78% | 5.95% | -1.58% | 6.89% | 0.55% | 4.49% | -5.05% | 7.97% | -0.29% | -1.03% | 21.34% |
| 2020 | 5.35% | 7.75% | 13.90% | -4.65% | -2.82% | 13.61% | 5.05% | 42.99% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FBCG is 73, suggesting that the investment has average results relative to other ETFs 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 Blue Chip Growth ETF (FBCG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Blue Chip Growth ETF provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.01 | $0.01 | $0.00 | $0.00 | $0.00 |
Dividend yield | 0.02% | 0.02% | 0.00% | 0.00% | 0.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Blue Chip Growth ETF. 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 | $0.01 | $0.01 |
| 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 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 |
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 Blue Chip Growth ETF. 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 Growth ETF was 43.56%, occurring on Dec 28, 2022. Recovery took 280 trading sessions.
The current Fidelity Blue Chip Growth ETF drawdown is 0.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.56% | Nov 19, 2021 | 278 | Dec 28, 2022 | 280 | Feb 9, 2024 | 558 |
| -15.37% | Jul 11, 2024 | 18 | Aug 5, 2024 | 55 | Oct 22, 2024 | 73 |
| -12.56% | Feb 16, 2021 | 15 | Mar 8, 2021 | 74 | Jun 22, 2021 | 89 |
| -11.08% | Sep 3, 2020 | 14 | Sep 23, 2020 | 31 | Nov 5, 2020 | 45 |
| -7.96% | Mar 25, 2024 | 19 | Apr 19, 2024 | 11 | May 6, 2024 | 30 |
Volatility
Volatility Chart
The current Fidelity Blue Chip Growth ETF volatility is 5.58%, 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.