Fidelity Small Cap Growth Fund (FCPGX)
Fund Info
| ISIN | US3163897669 |
|---|---|
| CUSIP | 316389766 |
| Issuer | Fidelity |
| Inception Date | Nov 3, 2004 |
| Category | Small Cap Growth Equities |
| Home Page | fundresearch.fidelity.com |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Growth |
Expense Ratio
FCPGX has a high expense ratio of 1.00%, 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 Small Cap 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 Small Cap Growth Fund had a return of 10.01% year-to-date (YTD) and 25.43% in the last 12 months. Over the past 10 years, Fidelity Small Cap Growth Fund had an annualized return of 12.49%, outperforming the S&P 500 benchmark which had an annualized return of 10.67%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.01% | 9.49% |
| 1 month | -0.16% | 1.20% |
| 6 months | 29.95% | 18.29% |
| 1 year | 25.43% | 26.44% |
| 5 years (annualized) | 10.34% | 12.64% |
| 10 years (annualized) | 12.49% | 10.67% |
Monthly Returns
The table below presents the monthly returns of FCPGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.11% | 9.40% | 3.83% | -6.12% | 10.01% | ||||||||
| 2023 | 9.38% | -0.93% | -1.13% | -1.58% | -2.20% | 8.44% | 3.10% | -3.41% | -5.88% | -6.37% | 8.61% | 11.66% | 19.02% |
| 2022 | -12.72% | -0.11% | 1.45% | -11.17% | -2.97% | -7.45% | 10.96% | -0.97% | -8.55% | 7.97% | 3.17% | -5.47% | -25.34% |
| 2021 | 1.67% | 4.83% | -1.71% | 3.93% | -3.00% | 4.01% | -0.99% | 6.08% | -4.15% | 5.54% | -5.97% | 0.70% | 10.50% |
| 2020 | 1.06% | -7.05% | -17.35% | 12.15% | 9.91% | 2.75% | 4.35% | 7.12% | -0.36% | -0.14% | 14.66% | 8.79% | 36.41% |
| 2019 | 12.36% | 6.17% | 0.40% | 2.80% | -3.56% | 6.40% | 1.53% | -0.74% | -3.40% | 1.28% | 7.05% | 2.23% | 36.31% |
| 2018 | 5.78% | -0.99% | 1.97% | -0.57% | 6.55% | 0.79% | 1.38% | 7.80% | -0.86% | -13.05% | -0.49% | -10.72% | -4.56% |
| 2017 | 3.50% | 3.19% | 1.64% | 2.06% | -0.44% | 2.42% | 2.49% | 1.30% | 4.74% | 3.13% | 0.93% | 0.88% | 28.99% |
| 2016 | -9.68% | -1.24% | 6.00% | 2.21% | 2.88% | 1.02% | 5.54% | 1.51% | 1.34% | -4.81% | 5.56% | 1.27% | 10.97% |
| 2015 | -1.41% | 7.16% | 2.93% | -2.20% | 4.54% | 1.66% | 1.87% | -5.94% | -4.32% | 2.29% | 3.36% | -3.29% | 5.96% |
| 2014 | -0.62% | 4.54% | -3.10% | -6.08% | 0.88% | 6.53% | -5.77% | 3.96% | -4.40% | 4.56% | 1.68% | 3.16% | 4.35% |
| 2013 | 7.16% | 1.30% | 5.60% | -0.39% | 3.44% | 0.32% | 7.21% | -1.99% | 8.33% | 1.60% | 4.16% | 3.09% | 47.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FCPGX is 48, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
FCPGX (Fidelity Small Cap Growth Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Small Cap Growth Fund (FCPGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Small Cap Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $6.11 | $2.79 | $1.45 | $3.04 | $1.70 | $0.16 | $0.81 | $1.54 | $3.27 |
Dividend yield | 0.00% | 0.00% | 0.00% | 19.27% | 8.19% | 5.31% | 14.35% | 6.88% | 0.76% | 4.32% | 8.37% | 16.99% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Small Cap 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 | $5.02 | $0.00 | $0.00 | $1.09 | $6.11 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.61 | $0.00 | $0.00 | $1.18 | $2.79 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $0.26 | $1.45 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.62 | $0.00 | $0.00 | $0.42 | $3.04 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $0.00 | $0.00 | $0.44 | $1.70 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.02 | $0.81 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $0.35 | $1.54 |
| 2013 | $2.24 | $0.00 | $0.00 | $1.04 | $3.27 |
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 Small Cap 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 Small Cap Growth Fund was 59.11%, occurring on Mar 9, 2009. Recovery took 488 trading sessions.
The current Fidelity Small Cap Growth Fund drawdown is 11.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.11% | Nov 1, 2007 | 339 | Mar 9, 2009 | 488 | Feb 11, 2011 | 827 |
| -39.04% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -37.51% | Feb 20, 2020 | 20 | Mar 18, 2020 | 97 | Aug 5, 2020 | 117 |
| -29.52% | Sep 17, 2018 | 69 | Dec 24, 2018 | 232 | Nov 25, 2019 | 301 |
| -28.33% | May 2, 2011 | 108 | Oct 3, 2011 | 240 | Sep 14, 2012 | 348 |
Volatility
Volatility Chart
The current Fidelity Small Cap Growth Fund volatility is 5.48%, 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.