Fidelity Blue Chip Growth Fund Class K (FBGKX)
The fund 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. It invests in securities of domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fund Info
| ISIN | US3163895358 |
|---|---|
| Issuer | Fidelity |
| Inception Date | May 9, 2008 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FBGKX features an expense ratio of 0.68%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FBGKX vs. FBGX, FBGKX vs. FOCKX, FBGKX vs. FXAIX, FBGKX vs. MGK, FBGKX vs. VUG, FBGKX vs. SPYG, FBGKX vs. VOO, FBGKX vs. SPY, FBGKX vs. SCHD, FBGKX vs. AMCPX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Blue Chip Growth Fund Class K, 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 Fund Class K had a return of 30.52% year-to-date (YTD) and 42.02% in the last 12 months. Over the past 10 years, Fidelity Blue Chip Growth Fund Class K had an annualized return of 13.65%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 30.52% | 25.45% |
| 1 month | 5.31% | 2.91% |
| 6 months | 10.97% | 14.05% |
| 1 year | 42.02% | 35.64% |
| 5 years (annualized) | 17.48% | 14.13% |
| 10 years (annualized) | 13.65% | 11.39% |
Monthly Returns
The table below presents the monthly returns of FBGKX, 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 | 2.94% | 9.21% | 3.40% | -3.93% | 7.56% | 5.74% | -3.13% | 1.58% | -2.76% | 0.60% | 30.52% | ||
| 2023 | 12.79% | -0.91% | 7.00% | 0.07% | 7.95% | 7.71% | 5.25% | -1.72% | -6.63% | -2.38% | 11.60% | 5.33% | 54.23% |
| 2022 | -11.40% | -3.80% | 2.48% | -14.15% | -4.80% | -11.02% | 14.05% | -4.02% | -10.54% | 3.65% | 5.14% | -9.55% | -38.70% |
| 2021 | 1.17% | 2.39% | -0.45% | 5.69% | -1.45% | 6.66% | 0.56% | 4.32% | -11.16% | 7.72% | 0.41% | -2.47% | 12.65% |
| 2020 | 3.18% | -5.79% | -11.21% | 17.05% | 9.16% | 7.89% | 7.81% | 13.07% | -7.94% | -3.03% | 13.65% | 2.97% | 51.51% |
| 2019 | 9.73% | 3.42% | 2.63% | 4.92% | -8.12% | 7.17% | 2.02% | -2.21% | -5.70% | 4.05% | 5.66% | 3.15% | 28.38% |
| 2018 | 8.57% | -2.24% | -2.92% | 1.48% | 5.02% | 2.50% | 1.04% | 5.84% | -3.55% | -10.34% | -0.44% | -7.46% | -4.09% |
| 2017 | 4.85% | 3.89% | 2.67% | 3.32% | 4.00% | -0.58% | 3.45% | 1.86% | -1.03% | 4.30% | 1.89% | -1.41% | 30.54% |
| 2016 | -8.28% | -2.12% | 6.26% | -0.32% | 2.59% | -3.07% | 6.58% | 0.78% | 0.46% | -2.79% | 0.61% | -1.80% | -2.00% |
| 2015 | -0.79% | 6.48% | -0.12% | -0.86% | 2.33% | -1.02% | 3.74% | -6.31% | -3.44% | 7.06% | 1.00% | -0.93% | 6.50% |
| 2014 | -1.53% | 6.74% | -3.06% | -1.95% | 3.80% | 3.39% | -1.75% | 5.25% | -1.40% | 2.90% | 2.98% | -0.44% | 15.34% |
| 2013 | 4.46% | 1.23% | 3.16% | 1.46% | 4.64% | -1.92% | 7.16% | -1.14% | 5.55% | 4.31% | 3.10% | 3.49% | 41.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FBGKX is 44, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) 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 Fund Class K provided a 0.25% dividend yield over the last twelve months, with an annual payout of $0.57 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.16 | $0.27 | $3.58 | $4.32 | $5.12 |
Dividend yield | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.23% | 0.18% | 0.40% | 5.19% | 6.31% | 8.07% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Blue Chip Growth Fund Class K. 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 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.57 | |
| 2023 | $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 |
| 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 | $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 | $0.00 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.07 | $0.19 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.06 | $0.16 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.09 | $0.27 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.58 | $0.00 | $0.00 | $0.00 | $3.58 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.64 | $0.00 | $0.00 | $0.69 | $4.32 |
| 2013 | $3.57 | $0.00 | $0.00 | $1.55 | $5.12 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Blue Chip Growth Fund Class K. 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 Fund Class K was 48.63%, occurring on Mar 9, 2009. Recovery took 277 trading sessions.
The current Fidelity Blue Chip Growth Fund Class K drawdown is 1.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.63% | May 16, 2008 | 203 | Mar 9, 2009 | 277 | Apr 14, 2010 | 480 |
| -44.69% | Sep 8, 2021 | 330 | Dec 28, 2022 | 294 | Mar 1, 2024 | 624 |
| -32.26% | Feb 20, 2020 | 20 | Mar 18, 2020 | 52 | Jun 2, 2020 | 72 |
| -26.35% | Aug 30, 2018 | 80 | Dec 24, 2018 | 246 | Dec 16, 2019 | 326 |
| -20.56% | Jul 25, 2011 | 50 | Oct 3, 2011 | 94 | Feb 16, 2012 | 144 |
Volatility
Volatility Chart
The current Fidelity Blue Chip Growth Fund Class K volatility is 5.35%, 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.