Fidelity Blue Chip Growth Fund (FBGRX)
Fund Info
ISIN | US3163893031 |
---|---|
CUSIP | 316389303 |
Issuer | Fidelity |
Inception Date | Dec 31, 1987 |
Category | Large Cap Growth Equities |
Home Page | fundresearch.fidelity.com |
Asset Class | Equity |
Asset Class Size | Mega-Cap |
Asset Class Style | Growth |
Expense Ratio
The Fidelity Blue Chip Growth Fund has a high expense ratio of 0.79%, 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 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 Fund had a return of 10.93% year-to-date (YTD) and 49.49% in the last 12 months. Over the past 10 years, Fidelity Blue Chip Growth Fund had an annualized return of 17.20%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.93% | 6.33% |
1 month | -4.95% | -2.81% |
6 months | 30.83% | 21.13% |
1 year | 49.49% | 24.56% |
5 years (annualized) | 18.17% | 11.55% |
10 years (annualized) | 17.20% | 10.55% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.93% | 9.20% | 3.39% | |||||||||
2023 | -6.02% | -2.39% | 11.59% | 5.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Fidelity Blue Chip Growth Fund(FBGRX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) 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 granted a 0.84% dividend yield in the last twelve months. The annual payout for that period amounted to $1.62 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.62 | $1.62 | $0.64 | $16.03 | $10.44 | $3.99 | $5.31 | $3.76 | $2.73 | $3.50 | $4.16 | $4.94 |
Dividend yield | 0.84% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Blue Chip Growth 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | |||||||||
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 | $0.00 | $0.00 | $0.55 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.00 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $13.52 | $0.00 | $0.00 | $2.51 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.91 | $0.00 | $0.00 | $4.53 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.60 | $0.00 | $0.00 | $0.40 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.83 | $0.00 | $0.00 | $1.48 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.74 | $0.00 | $0.00 | $2.02 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $1.76 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.50 | $0.00 | $0.00 | $0.00 |
2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.54 | $0.00 | $0.00 | $0.62 |
2013 | $3.47 | $0.00 | $0.00 | $1.47 |
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 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 Fund was 57.42%, occurring on Mar 9, 2009. Recovery took 588 trading sessions.
The current Fidelity Blue Chip Growth Fund drawdown is 5.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-57.42% | Mar 24, 2000 | 2247 | Mar 9, 2009 | 588 | Jul 7, 2011 | 2835 |
-43.08% | Nov 22, 2021 | 277 | Dec 28, 2022 | 283 | Feb 14, 2024 | 560 |
-32.27% | Feb 20, 2020 | 20 | Mar 18, 2020 | 52 | Jun 2, 2020 | 72 |
-22.4% | Oct 2, 2018 | 58 | Dec 24, 2018 | 73 | Apr 10, 2019 | 131 |
-21.84% | Jul 17, 1990 | 64 | Oct 11, 1990 | 84 | Feb 6, 1991 | 148 |
Volatility
Volatility Chart
The current Fidelity Blue Chip Growth Fund volatility is 5.67%, 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.