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 |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The Fidelity Blue Chip Growth ETF has a high expense ratio of 0.59%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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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 8.65% year-to-date (YTD) and 44.05% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.65% | 5.05% |
| 1 month | -6.82% | -4.27% |
| 6 months | 25.82% | 18.82% |
| 1 year | 44.05% | 21.22% |
| 5 years (annualized) | N/A | 11.38% |
| 10 years (annualized) | N/A | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.64% | 9.21% | 3.03% | |||||||||
| 2023 | -6.13% | -2.34% | 11.81% | 5.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Fidelity Blue Chip Growth ETF(FBCG)
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 granted a 0.02% dividend yield in the last twelve months. The annual payout for that period amounted to $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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 |
| 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 |
| 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 |
| 2020 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 6.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.56% | Nov 19, 2021 | 278 | Dec 28, 2022 | 280 | Feb 9, 2024 | 558 |
| -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 | — | — | — |
| -7.63% | Sep 8, 2021 | 19 | Oct 4, 2021 | 18 | Oct 28, 2021 | 37 |
Volatility
Volatility Chart
The current Fidelity Blue Chip Growth ETF volatility is 5.27%, 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.