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Fidelity Blue Chip Growth Fund Class K (FBGKX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163895358

Issuer

Fidelity

Inception Date

May 9, 2008

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.


Expense ratio chart for FBGKX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%

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:
FBGKX vs. FBGX FBGKX vs. FOCKX FBGKX vs. FXAIX FBGKX vs. MGK FBGKX vs. VUG FBGKX vs. VOO FBGKX vs. SPYG FBGKX vs. SPY FBGKX vs. SCHD FBGKX vs. AMCPX
Popular comparisons:
FBGKX vs. FBGX FBGKX vs. FOCKX FBGKX vs. FXAIX FBGKX vs. MGK FBGKX vs. VUG FBGKX vs. VOO FBGKX vs. SPYG 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.


-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
8.11%
9.66%
FBGKX (Fidelity Blue Chip Growth Fund Class K)
Benchmark (^GSPC)

Returns By Period

Fidelity Blue Chip Growth Fund Class K had a return of 34.94% year-to-date (YTD) and 35.13% in the last 12 months. Over the past 10 years, Fidelity Blue Chip Growth Fund Class K had an annualized return of 13.74%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.


FBGKX

YTD

34.94%

1M

4.39%

6M

8.11%

1Y

35.13%

5Y*

16.87%

10Y*

13.74%

^GSPC (Benchmark)

YTD

25.25%

1M

0.08%

6M

9.66%

1Y

25.65%

5Y*

13.17%

10Y*

11.11%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.94%9.21%3.40%-3.93%7.56%5.74%-3.13%1.58%-2.76%0.60%7.08%34.94%
202312.79%-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%
20211.17%2.39%-0.45%5.69%-1.45%6.66%0.56%4.32%-11.16%7.72%0.41%-2.47%12.65%
20203.18%-5.79%-11.21%17.05%9.16%7.89%7.81%13.07%-7.94%-3.03%13.65%2.97%51.51%
20199.73%3.42%2.63%4.92%-8.12%7.17%2.02%-2.21%-5.70%4.05%5.66%3.15%28.38%
20188.57%-2.24%-2.92%1.48%5.02%2.50%1.04%5.84%-3.55%-10.34%-0.44%-7.46%-4.09%
20174.85%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%
20134.46%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

With an overall rank of 81, FBGKX is among the top 19% 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 FBGKX is 8181
Overall Rank
The Sharpe Ratio Rank of FBGKX is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGKX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of FBGKX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of FBGKX is 8686
Calmar Ratio Rank
The Martin Ratio Rank of FBGKX is 6969
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 Fund Class K (FBGKX) 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 FBGKX, currently valued at 1.72, compared to the broader market-1.000.001.002.003.004.001.722.07
The chart of Sortino ratio for FBGKX, currently valued at 2.28, compared to the broader market-2.000.002.004.006.008.0010.002.282.76
The chart of Omega ratio for FBGKX, currently valued at 1.32, compared to the broader market0.501.001.502.002.503.003.501.321.39
The chart of Calmar ratio for FBGKX, currently valued at 2.30, compared to the broader market0.002.004.006.008.0010.0012.0014.002.303.05
The chart of Martin ratio for FBGKX, currently valued at 7.17, compared to the broader market0.0020.0040.0060.007.1713.27
FBGKX
^GSPC

The current Fidelity Blue Chip Growth Fund Class K Sharpe ratio is 1.72. 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 Fund Class K 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
1.72
2.07
FBGKX (Fidelity Blue Chip Growth Fund Class K)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Blue Chip Growth Fund Class K provided a 0.24% dividend yield over the last twelve months, with an annual payout of $0.57 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$1.00$2.00$3.00$4.00$5.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
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

0.24%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.57$0.00$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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.23%
-1.91%
FBGKX (Fidelity Blue Chip Growth Fund Class K)
Benchmark (^GSPC)

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 2.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.63%May 16, 2008203Mar 9, 2009277Apr 14, 2010480
-44.69%Sep 8, 2021330Dec 28, 2022294Mar 1, 2024624
-32.26%Feb 20, 202020Mar 18, 202052Jun 2, 202072
-26.35%Aug 30, 201880Dec 24, 2018246Dec 16, 2019326
-20.56%Jul 25, 201150Oct 3, 201194Feb 16, 2012144

Volatility

Volatility Chart

The current Fidelity Blue Chip Growth Fund Class K volatility is 5.42%, 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
5.42%
3.82%
FBGKX (Fidelity Blue Chip Growth Fund Class K)
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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