Fidelity Blue Chip Value Fund (FBCVX)
The fund invests primarily in common stock. It normally invests at least 80% of assets in blue chip companies (companies that, in FMR's view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in securities of domestic and foreign issuers.
Fund Info
US3163898576
316389857
Jun 17, 2003
$0
Large-Cap
Value
Expense Ratio
FBCVX has an expense ratio of 0.63%, placing it in 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.
Performance
Performance Chart
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Returns By Period
Fidelity Blue Chip Value Fund (FBCVX) returned -0.88% year-to-date (YTD) and -10.08% over the past 12 months. Over the past 10 years, FBCVX returned 4.83% annually, underperforming the S&P 500 benchmark at 10.79%.
FBCVX
-0.88%
0.89%
-8.38%
-10.08%
10.92%
4.83%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of FBCVX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.00% | -0.21% | 0.29% | -2.81% | 0.89% | -0.88% | |||||||
| 2024 | -0.36% | 2.66% | 4.83% | -3.37% | 2.13% | -1.86% | 4.45% | 2.30% | -5.61% | -1.70% | 5.63% | -10.15% | -2.29% |
| 2023 | 2.53% | -4.97% | -1.02% | 2.97% | -3.72% | 4.21% | 4.74% | -3.42% | -1.60% | -2.32% | 5.22% | 2.81% | 4.80% |
| 2022 | -0.41% | 0.33% | 1.48% | -4.21% | 3.21% | -7.24% | 4.89% | -1.30% | -8.88% | 11.14% | 5.20% | -2.54% | -0.04% |
| 2021 | -0.56% | 2.80% | 7.23% | 4.29% | 2.74% | -1.68% | 1.27% | 2.51% | -3.62% | 4.85% | -3.95% | 7.45% | 25.04% |
| 2020 | -5.43% | -9.93% | -18.52% | 10.99% | 2.60% | 1.75% | 0.89% | 3.53% | -2.40% | -1.76% | 13.17% | 4.54% | -4.72% |
| 2019 | 6.72% | 1.01% | 0.37% | 2.53% | -4.72% | 4.42% | 1.70% | -2.99% | 1.25% | 2.76% | 4.21% | 2.79% | 21.34% |
| 2018 | 4.69% | -4.73% | -3.17% | 1.32% | -1.04% | 1.37% | 3.43% | 0.80% | 0.02% | -3.96% | 1.46% | -8.84% | -9.07% |
| 2017 | 3.01% | 3.77% | -1.30% | 0.38% | -2.13% | 2.52% | 2.78% | -2.55% | 2.13% | 0.48% | 3.36% | 1.74% | 14.85% |
| 2016 | -4.53% | -0.40% | 5.97% | 0.82% | 0.82% | -3.05% | 3.92% | 2.47% | -0.92% | -2.20% | 5.57% | 2.79% | 11.18% |
| 2015 | -2.76% | 5.68% | -0.24% | 0.24% | 0.90% | -1.83% | 1.75% | -6.40% | -3.07% | 6.47% | 0.25% | -2.29% | -2.01% |
| 2014 | -4.11% | 3.64% | 2.20% | -0.34% | 1.69% | 2.93% | -1.68% | 3.42% | -2.57% | 3.22% | 3.12% | 1.32% | 13.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FBCVX is 2, meaning it’s performing worse than 98% of other 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Blue Chip Value Fund (FBCVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity Blue Chip Value Fund provided a 1.78% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.42 | $0.38 | $0.26 | $0.31 | $0.21 | $0.31 | $0.29 | $0.21 | $0.18 | $0.28 | $0.23 |
Dividend yield | 1.78% | 1.77% | 1.53% | 1.07% | 1.26% | 1.07% | 1.48% | 1.62% | 1.09% | 1.05% | 1.77% | 1.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Blue Chip Value 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.42 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.18 | $0.38 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.26 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.15 | $0.31 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.09 | $0.21 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.31 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 | $0.29 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.21 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.18 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.10 | $0.28 |
| 2014 | $0.13 | $0.00 | $0.00 | $0.10 | $0.23 |
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 Value 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 Value Fund was 63.06%, occurring on Mar 9, 2009. Recovery took 1180 trading sessions.
The current Fidelity Blue Chip Value Fund drawdown is 12.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.06% | Oct 15, 2007 | 351 | Mar 9, 2009 | 1180 | Nov 13, 2013 | 1531 |
| -41.65% | Jan 3, 2020 | 55 | Mar 23, 2020 | 233 | Feb 24, 2021 | 288 |
| -18.87% | Jan 29, 2018 | 229 | Dec 24, 2018 | 227 | Nov 18, 2019 | 456 |
| -18.24% | Sep 3, 2024 | 150 | Apr 8, 2025 | — | — | — |
| -17.03% | May 22, 2015 | 183 | Feb 11, 2016 | 145 | Sep 8, 2016 | 328 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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