- ISIN
- US3162008318
- CUSIP
- 316200831
- Issuer
- Fidelity
- Inception Date
- Nov 7, 2013
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FCGSX Performance Chart
Fidelity Series Growth Company Fund (FCGSX) is up 22.3% since the beginning of the year. FCGSX is currently trading at $33 per share. Investors who bought $1,000 worth of FCGSX shares 5 years ago would now be looking at an investment worth $2,292.
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Returns By Period
Fidelity Series Growth Company Fund (FCGSX) has returned 22.34% so far this year and 53.24% over the past 12 months. Looking at the last ten years, FCGSX has achieved an annualized return of 25.14%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.
Fidelity Series Growth Company Fund
- 1D
- -1.13%
- 1M
- 1.46%
- YTD
- 22.34%
- 6M
- 20.75%
- 1Y
- 53.24%
- 3Y*
- 33.28%
- 5Y*
- 18.04%
- 10Y*
- 25.14%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
FCGSX Monthly Returns History
Based on dividend-adjusted daily data since Nov 19, 2013, FCGSX's average daily return is +0.09%, while the average monthly return is +1.77%. At this rate, an investment would double in approximately 3.3 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +18.9%, while the worst month was Apr 2022 at -14.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.
On a daily basis, FCGSX closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +11.7%, while the worst single day was Mar 16, 2020 at -12.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.57% | -0.86% | -4.11% | 15.39% | 9.23% | -0.45% | 22.34% | ||||||
| 2025 | 1.42% | -4.36% | -9.72% | 0.91% | 10.25% | 7.41% | 5.10% | 1.52% | 7.14% | 5.69% | -1.82% | 1.13% | 25.52% |
| 2024 | 3.13% | 9.31% | 2.69% | -4.48% | 7.57% | 6.22% | -1.87% | 1.45% | 1.92% | 0.76% | 5.92% | 0.86% | 38.00% |
| 2023 | 10.09% | -1.52% | 6.16% | 1.01% | 7.06% | 6.53% | 4.16% | -1.42% | -6.35% | -2.90% | 11.09% | 6.13% | 45.97% |
| 2022 | -11.07% | -3.25% | 3.59% | -14.07% | -3.71% | -8.70% | 11.43% | -2.94% | -9.69% | 7.08% | 5.01% | -8.23% | -32.15% |
| 2021 | 1.45% | 2.25% | -0.89% | 6.45% | -1.12% | 7.35% | 0.45% | 4.67% | -5.00% | 8.21% | 2.10% | -2.39% | 25.13% |
Benchmark Metrics
Fidelity Series Growth Company Fund has an annualized alpha of 7.00%, beta of 1.17, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since November 19, 2013.
- This fund captured 139.32% of S&P 500 Index gains but only 99.85% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 7.00% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 7.00%
- Beta
- 1.17
- R²
- 0.83
- Upside Capture
- 139.32%
- Downside Capture
- 99.85%
Expense Ratio
FCGSX has an expense ratio of 0.00%, meaning no management fees are charged.
Return for Risk
Risk / Return Rank
FCGSX ranks 89 for risk / return — in the top 89% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) 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.
| FCGSX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.32 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 5.25 | 2.46 | +2.80 |
| Martin ratioReturn relative to average drawdown | 22.90 | 10.92 | +11.99 |
Dividends
Dividend History
Fidelity Series Growth Company Fund provided a 8.56% dividend yield over the last twelve months, with an annual payout of $2.86 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.86 | $2.86 | $2.99 | $0.61 | $0.08 | $7.89 | $7.29 | $1.96 | $1.87 | $1.75 | $0.33 | $0.03 |
Dividend yield | 8.56% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Growth Company 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 | $0.00 | $0.00 | $0.00 | $2.86 | $2.86 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.99 | $2.99 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.61 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.89 | $7.89 |
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 Series Growth Company 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 Series Growth Company Fund was 38.77%, occurring on Oct 14, 2022. Recovery took 327 trading sessions.
The current Fidelity Series Growth Company Fund drawdown is 1.74%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -38.77%Oct 2022 | 10mo 26d | 1y 3mo | 2y 2moNov 2021 - Feb 2024 |
COVID crash2020 | -31.70%Mar 2020 | 25d | 2mo 3d | 2mo 28dFeb 2020 - May 2020 |
Rate-hike selloffLate 2018 | -27.13%Dec 2018 | 3mo 21d | 7mo 2d | 10mo 23dSep 2018 - Jul 2019 |
2025 selloff2025 | -26.07%Apr 2025 | 2mo 14d | 2mo 26d | 5mo 10dJan 2025 - Jul 2025 |
2016 bear market2016 | -20.15%Feb 2016 | 6mo 22d | 5mo 29d | 1y 16dJul 2015 - Aug 2016 |
Drawdown Indicators
| FCGSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.77% | -56.78% | +18.01% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -9.10% | -1.32% |
Max Drawdown (3Y)Largest decline over 3 years | -26.07% | -18.90% | -7.17% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -25.43% | -13.34% |
Max Drawdown (10Y)Largest decline over 10 years | -38.77% | -33.92% | -4.85% |
Current DrawdownCurrent decline from peak | -1.74% | -3.21% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -10.71% | +3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 2.04% | +0.34% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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