- ISIN
- US3163893379
- CUSIP
- 316389337
- Issuer
- Fidelity
- Inception Date
- May 25, 2017
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FBCGX Performance Chart
Fidelity Blue Chip Growth K6 Fund (FBCGX) is up 18.6% since the beginning of the year. FBCGX is currently trading at $52 per share. Investors who bought $1,000 worth of FBCGX shares 5 years ago would now be looking at an investment worth $2,149.
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Returns By Period
Fidelity Blue Chip Growth K6 Fund (FBCGX) has returned 18.63% so far this year and 43.66% over the past 12 months.
Fidelity Blue Chip Growth K6 Fund
- 1D
- 2.12%
- 1M
- 5.28%
- YTD
- 18.63%
- 6M
- 18.09%
- 1Y
- 43.66%
- 3Y*
- 31.10%
- 5Y*
- 16.53%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FBCGX Monthly Returns History
Based on dividend-adjusted daily data since May 25, 2017, FBCGX's average daily return is +0.09%, while the average monthly return is +1.80%. At this rate, an investment would double in approximately 3.2 years.
Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +16.7%, while the worst month was Apr 2022 at -14.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FBCGX closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +12.6%, while the worst single day was Mar 16, 2020 at -13.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.16% | -1.97% | -4.83% | 15.75% | 7.09% | 2.74% | 18.63% | ||||||
| 2025 | 2.55% | -4.69% | -10.69% | 1.28% | 10.72% | 8.18% | 4.44% | 0.91% | 5.49% | 3.19% | -1.29% | 1.18% | 21.33% |
| 2024 | 2.72% | 8.81% | 3.07% | -3.88% | 7.37% | 5.70% | -3.02% | 1.93% | 2.41% | 0.77% | 6.92% | 0.79% | 38.15% |
| 2023 | 12.95% | -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% |
| 2021 | 1.16% | 2.21% | -0.40% | 5.78% | -1.44% | 6.74% | 0.58% | 4.27% | -4.43% | 7.98% | 0.39% | -1.20% | 23.00% |
Benchmark Metrics
Fidelity Blue Chip Growth K6 Fund has an annualized alpha of 5.32%, beta of 1.22, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since May 25, 2017.
- This fund captured 136.05% of S&P 500 Index gains and 104.63% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 5.32% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 5.32%
- Beta
- 1.22
- R²
- 0.85
- Upside Capture
- 136.05%
- Downside Capture
- 104.63%
Expense Ratio
FBCGX has an expense ratio of 0.45%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FBCGX ranks 70 for risk / return — better than 70% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Blue Chip Growth K6 Fund (FBCGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FBCGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.42 | 2.78 | +0.63 |
| Martin ratioReturn relative to average drawdown | 13.95 | 12.44 | +1.51 |
Dividends
Dividend History
Fidelity Blue Chip Growth K6 Fund provided a 0.82% dividend yield over the last twelve months, with an annual payout of $0.43 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.43 | $0.43 | $0.23 | $0.07 | $0.02 | $1.87 | $0.31 | $0.04 | $0.05 | $0.02 |
Dividend yield | 0.82% | 0.97% | 0.62% | 0.26% | 0.12% | 6.71% | 1.26% | 0.28% | 0.46% | 0.13% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.05 | $0.43 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.06 | $0.23 |
| 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 | $1.69 | $0.00 | $0.00 | $0.18 | $1.87 |
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.
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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 42.55%, occurring on Dec 28, 2022. Recovery took 280 trading sessions.
The current Fidelity Blue Chip Growth K6 Fund drawdown is 0.32%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -42.55%Dec 2022 | 1y 1mo | 1y 1mo | 2y 2moNov 2021 - Feb 2024 |
COVID crash2020 | -32.58%Mar 2020 | 27d | 2mo 16d | 3mo 13dFeb 2020 - Jun 2020 |
2025 selloff2025 | -26.83%Apr 2025 | 2mo 14d | 2mo 23d | 5mo 7dJan 2025 - Jun 2025 |
Rate-hike selloffLate 2018 | -24.33%Dec 2018 | 2mo 23d | 4mo | 6mo 23dOct 2018 - Apr 2019 |
2024 correction2024 | -14.42%Aug 2024 | 27d | 2mo 8d | 3mo 5dJul 2024 - Oct 2024 |
Drawdown Indicators
| FBCGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.55% | -56.78% | +14.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.64% | -9.10% | -3.54% |
Max Drawdown (3Y)Largest decline over 3 years | -26.83% | -18.90% | -7.93% |
Max Drawdown (5Y)Largest decline over 5 years | -42.55% | -25.43% | -17.12% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.32% | -1.80% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -8.86% | -10.71% | +1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.03% | +1.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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