Fidelity Blue Chip Growth K6 Fund (FBCGX)
The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC (FMR)'s view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations.
Fund Info
ISIN | US3163893379 |
---|---|
CUSIP | 316389337 |
Issuer | Fidelity |
Inception Date | May 25, 2017 |
Category | Large Cap Growth Equities |
Min. Investment | $0 |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FBCGX has a high expense ratio of 0.45%, indicating higher-than-average management fees.
Share Price Chart
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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.
Returns By Period
Fidelity Blue Chip Growth K6 Fund had a return of 17.66% year-to-date (YTD) and 45.06% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 17.66% | 11.18% |
1 month | 6.65% | 5.60% |
6 months | 25.54% | 17.48% |
1 year | 45.06% | 26.33% |
5 years (annualized) | 21.37% | 13.16% |
10 years (annualized) | N/A | 10.99% |
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.72% | 8.81% | 3.07% | -3.88% | 17.66% | ||||||||
2023 | 12.95% | -0.92% | 7.08% | -0.00% | 7.72% | 7.70% | 5.28% | -1.74% | -5.57% | -2.56% | 11.48% | 5.46% | 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% |
2020 | 3.32% | -5.79% | -10.92% | 16.71% | 9.13% | 7.82% | 7.81% | 13.35% | -3.93% | -3.04% | 13.64% | 5.77% | 62.92% |
2019 | 9.92% | 3.36% | 2.94% | 5.01% | -8.37% | 7.45% | 2.01% | -2.12% | -1.18% | 4.24% | 5.74% | 3.50% | 36.11% |
2018 | 8.77% | -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% | 0.84% | 13.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FBCGX is 89, placing it in the top 11% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
FBCGX (Fidelity Blue Chip Growth K6 Fund)
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.
Dividends
Dividend History
Fidelity Blue Chip Growth K6 Fund granted a 0.22% dividend yield in the last twelve months. The annual payout for that period amounted to $0.07 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
---|---|---|---|---|---|---|---|---|
Dividend | $0.07 | $0.07 | $0.02 | $1.87 | $0.31 | $0.04 | $0.05 | $0.02 |
Dividend yield | 0.22% | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $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 | $0.04 | $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 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.29 | $0.31 |
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 | $0.02 | $0.02 |
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 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 0.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-42.55% | Nov 22, 2021 | 277 | Dec 28, 2022 | 280 | Feb 9, 2024 | 557 |
-32.58% | Feb 20, 2020 | 20 | Mar 18, 2020 | 52 | Jun 2, 2020 | 72 |
-24.32% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
-12.18% | Feb 16, 2021 | 15 | Mar 8, 2021 | 74 | Jun 22, 2021 | 89 |
-10.79% | Apr 30, 2019 | 24 | Jun 3, 2019 | 26 | Jul 10, 2019 | 50 |
Volatility
Volatility Chart
The current Fidelity Blue Chip Growth K6 Fund volatility is 5.84%, 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.