Fidelity Series Growth Company Fund (FCGSX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Series Growth Company Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Fidelity Series Growth Company Fund (FCGSX) has returned -6.64% so far this year and 33.82% over the past 12 months. Looking at the last ten years, FCGSX has achieved an annualized return of 21.43%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 19, 2013, FCGSX's average daily return is +0.08%, while the average monthly return is +1.61%. At this rate, your investment would double in approximately 3.6 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%.

Fidelity Series Growth Company Fund has an annualized alpha of 6.46%, beta of 1.17, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since November 20, 2013.

• This fund captured 137.40% of S&P 500 Index gains and 100.91% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 6.46% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

FCGSX has an expense ratio of 0.00%, meaning no management fees are charged.

FCGSX ranks 81 for risk / return — in the top 81% 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.

The table below present risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Series Growth Company Fund provided a 11.22% dividend yield over the last twelve months, with an annual payout of $2.86 per share.

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.

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.

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 10.42%.

The chart below shows the rolling one-month volatility.