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Fidelity Blue Chip Growth K6 Fund (FBCGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163893379

CUSIP

316389337

Issuer

Fidelity

Inception Date

May 25, 2017

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FBCGX features an expense ratio of 0.45%, falling within the medium range.


Expense ratio chart for FBCGX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

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:
FBCGX vs. FBCG FBCGX vs. VUG FBCGX vs. VOO FBCGX vs. schg FBCGX vs. FSKAX FBCGX vs. FBCVX FBCGX vs. FTEC FBCGX vs. FSLBX FBCGX vs. Vinix FBCGX vs. FSPGX
Popular comparisons:
FBCGX vs. FBCG FBCGX vs. VUG FBCGX vs. VOO FBCGX vs. schg FBCGX vs. FSKAX FBCGX vs. FBCVX FBCGX vs. FTEC FBCGX vs. FSLBX FBCGX vs. Vinix FBCGX vs. FSPGX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Blue Chip Growth K6 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
279.13%
145.91%
FBCGX (Fidelity Blue Chip Growth K6 Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Blue Chip Growth K6 Fund had a return of 39.76% year-to-date (YTD) and 39.81% in the last 12 months.


FBCGX

YTD

39.76%

1M

3.41%

6M

11.44%

1Y

39.81%

5Y*

20.24%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of FBCGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.72%8.81%3.07%-3.88%7.37%5.70%-3.02%1.93%2.41%0.77%6.92%39.76%
202312.95%-0.92%7.08%0.00%7.72%7.70%5.28%-1.74%-5.57%-2.56%11.33%5.60%55.57%
2022-11.41%-3.89%2.70%-14.04%-4.97%-10.95%13.94%-3.86%-9.99%4.01%5.50%-9.66%-37.84%
20211.16%2.21%-0.40%5.78%-1.44%6.74%0.58%4.27%-9.97%7.98%0.39%-1.83%15.12%
20203.32%-5.79%-10.92%16.71%9.13%7.82%7.81%13.35%-3.93%-3.04%13.64%4.49%60.95%
20199.92%3.36%2.94%5.01%-8.37%7.45%2.01%-2.12%-1.21%4.24%5.74%3.50%36.07%
20188.77%-2.34%-3.06%1.19%4.97%1.44%1.11%5.71%0.22%-10.50%-0.66%-7.57%-2.33%
2017-0.60%3.61%2.03%0.95%4.23%2.17%0.82%13.90%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 90, FBCGX is among the top 10% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FBCGX is 9090
Overall Rank
The Sharpe Ratio Rank of FBCGX is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of FBCGX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of FBCGX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of FBCGX is 9292
Calmar Ratio Rank
The Martin Ratio Rank of FBCGX is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Blue Chip Growth K6 Fund (FBCGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FBCGX, currently valued at 2.14, compared to the broader market-1.000.001.002.003.004.002.142.10
The chart of Sortino ratio for FBCGX, currently valued at 2.80, compared to the broader market-2.000.002.004.006.008.0010.002.802.80
The chart of Omega ratio for FBCGX, currently valued at 1.38, compared to the broader market0.501.001.502.002.503.003.501.381.39
The chart of Calmar ratio for FBCGX, currently valued at 2.90, compared to the broader market0.002.004.006.008.0010.0012.0014.002.903.09
The chart of Martin ratio for FBCGX, currently valued at 11.19, compared to the broader market0.0020.0040.0060.0011.1913.49
FBCGX
^GSPC

The current Fidelity Blue Chip Growth K6 Fund Sharpe ratio is 2.14. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Blue Chip Growth K6 Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.14
2.10
FBCGX (Fidelity Blue Chip Growth K6 Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Blue Chip Growth K6 Fund provided a 0.45% dividend yield over the last twelve months, with an annual payout of $0.17 per share.


0.00%0.10%0.20%0.30%0.40%0.50%$0.00$0.01$0.02$0.03$0.04$0.05$0.06$0.072017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$0.17$0.07$0.02$0.00$0.02$0.04$0.05$0.01

Dividend yield

0.45%0.26%0.12%0.00%0.08%0.25%0.46%0.11%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Blue Chip Growth K6 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.17
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.03$0.07
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.02
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$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.02
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.02$0.04
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.02$0.05
2017$0.01$0.01

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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.89%
-2.62%
FBCGX (Fidelity Blue Chip Growth K6 Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Blue Chip Growth K6 Fund. 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 K6 Fund was 42.92%, occurring on Dec 28, 2022. Recovery took 284 trading sessions.

The current Fidelity Blue Chip Growth K6 Fund drawdown is 2.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.92%Nov 22, 2021277Dec 28, 2022284Feb 15, 2024561
-32.58%Feb 20, 202020Mar 18, 202052Jun 2, 202072
-24.32%Oct 2, 201858Dec 24, 201881Apr 23, 2019139
-14.42%Jul 11, 202420Aug 7, 202447Oct 14, 202467
-12.3%Sep 8, 202119Oct 4, 202131Nov 16, 202150

Volatility

Volatility Chart

The current Fidelity Blue Chip Growth K6 Fund volatility is 5.56%, 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%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.56%
3.79%
FBCGX (Fidelity Blue Chip Growth K6 Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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