- ISIN
- US3163893031
- CUSIP
- 316389303
- Issuer
- Fidelity
- Inception Date
- Dec 31, 1987
- Category
- Large Cap Growth Equities
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FBGRX Performance Chart
Fidelity Blue Chip Growth Fund (FBGRX) is up 19.1% since the beginning of the year. FBGRX is currently trading at $318 per share. Investors who bought $1,000 worth of FBGRX shares 5 years ago would now be looking at an investment worth $2,129.
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Returns By Period
Fidelity Blue Chip Growth Fund (FBGRX) has returned 19.05% so far this year and 44.33% over the past 12 months. Looking at the last ten years, FBGRX has achieved an annualized return of 22.23%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Fidelity Blue Chip Growth Fund
- 1D
- 2.03%
- 1M
- 4.78%
- YTD
- 19.05%
- 6M
- 18.64%
- 1Y
- 44.33%
- 3Y*
- 31.24%
- 5Y*
- 16.32%
- 10Y*
- 22.23%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FBGRX Monthly Returns History
Based on dividend-adjusted daily data since Dec 31, 1987, FBGRX's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +17.0%, while the worst month was Oct 2008 at -18.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FBGRX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +12.7%, while the worst single day was Mar 16, 2020 at -12.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.09% | -2.31% | -4.83% | 16.06% | 8.22% | 2.04% | 19.05% | ||||||
| 2025 | 2.25% | -4.97% | -10.52% | 0.60% | 10.21% | 8.08% | 4.58% | 1.05% | 5.23% | 3.75% | -1.48% | 1.26% | 19.91% |
| 2024 | 2.93% | 9.20% | 3.39% | -3.93% | 7.55% | 5.74% | -3.14% | 1.58% | 2.52% | 0.59% | 7.08% | 1.32% | 39.77% |
| 2023 | 12.78% | -0.92% | 7.00% | 0.07% | 7.94% | 7.71% | 5.25% | -1.73% | -6.02% | -2.39% | 11.59% | 5.66% | 55.61% |
| 2022 | -11.40% | -3.81% | 2.47% | -14.16% | -4.81% | -11.03% | 14.04% | -4.02% | -10.11% | 3.63% | 5.13% | -9.55% | -38.45% |
| 2021 | 1.17% | 2.38% | -0.46% | 5.67% | -1.46% | 6.65% | 0.56% | 4.32% | -4.55% | 7.71% | 0.41% | -1.10% | 22.64% |
Benchmark Metrics
Fidelity Blue Chip Growth Fund has an annualized alpha of 3.80%, beta of 1.07, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since December 31, 1987.
- This fund captured 120.21% of S&P 500 Index gains but only 99.93% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 3.80% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.07 and R2 of 0.89, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.80%
- Beta
- 1.07
- R²
- 0.89
- Upside Capture
- 120.21%
- Downside Capture
- 99.93%
Expense Ratio
FBGRX has an expense ratio of 0.79%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FBGRX ranks 73 for risk / return — better than 73% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FBGRX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.37 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | 2.78 | +0.68 |
| Martin ratioReturn relative to average drawdown | 14.31 | 12.44 | +1.87 |
Dividends
Dividend History
Fidelity Blue Chip Growth Fund provided a 1.60% dividend yield over the last twelve months, with an annual payout of $5.07 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.07 | $5.07 | $13.51 | $1.62 | $0.64 | $16.03 | $10.44 | $3.99 | $5.31 | $3.71 | $2.73 | $3.66 |
Dividend yield | 1.60% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.07 | $0.00 | $0.00 | $0.00 | $5.07 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.52 | $0.00 | $0.00 | $1.99 | $13.51 |
| 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 | $1.62 |
| 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 | $0.64 |
| 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 | $16.03 |
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 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 58.64%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.
The current Fidelity Blue Chip Growth Fund drawdown is 0.34%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.64%Mar 2009 | 8y 11mo | 3y 5d | 11y 11moMar 2000 - Mar 2012 |
Bear market2022 | -43.08%Dec 2022 | 1y 1mo | 1y 1mo | 2y 2moNov 2021 - Feb 2024 |
COVID crash2020 | -32.27%Mar 2020 | 27d | 2mo 16d | 3mo 13dFeb 2020 - Jun 2020 |
2025 selloff2025 | -27.07%Apr 2025 | 2mo 14d | 2mo 26d | 5mo 10dJan 2025 - Jul 2025 |
Rate-hike selloffLate 2018 | -22.40%Dec 2018 | 2mo 23d | 3mo 17d | 6mo 10dOct 2018 - Apr 2019 |
Drawdown Indicators
| FBGRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.64% | -56.78% | -1.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -9.10% | -3.55% |
Max Drawdown (3Y)Largest decline over 3 years | -27.07% | -18.90% | -8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -43.08% | -25.43% | -17.65% |
Max Drawdown (10Y)Largest decline over 10 years | -43.08% | -33.92% | -9.16% |
Current DrawdownCurrent decline from peak | -0.34% | -1.80% | +1.46% |
Average DrawdownAverage peak-to-trough decline | -12.52% | -10.71% | -1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.03% | +1.03% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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