Fidelity Small Cap Growth Fund (FCPGX)
Fund Info
US3163897669
316389766
Nov 3, 2004
Small-Cap
Growth
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 23.52% year-to-date (YTD) and 40.09% in the last 12 months. Over the past 10 years, Fidelity Small Cap Growth Fund had an annualized return of 7.51%, while the S&P 500 had an annualized return of 11.10%, indicating that Fidelity Small Cap Growth Fund did not perform as well as the benchmark.
FCPGX
23.52%
-0.06%
9.25%
40.09%
5.59%
7.51%
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
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% | 4.69% | -0.44% | 5.49% | 1.00% | 1.40% | -1.01% | 23.52% | ||
| 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% | -2.99% | 4.01% | -0.99% | 6.08% | -16.35% | 5.54% | -5.97% | -2.79% | -6.90% |
| 2020 | 1.06% | -7.05% | -17.35% | 12.15% | 9.91% | 2.75% | 4.35% | 7.13% | -5.95% | -0.14% | 14.66% | 5.13% | 24.42% |
| 2019 | 12.36% | 6.17% | 0.40% | 2.80% | -3.56% | 6.40% | 1.53% | -0.74% | -7.67% | 1.28% | 7.05% | 1.26% | 29.06% |
| 2018 | 5.78% | -0.99% | 1.97% | -0.57% | 6.55% | 0.79% | 1.38% | 7.80% | -9.28% | -13.05% | -0.49% | -12.36% | -14.27% |
| 2017 | 3.50% | 3.19% | 1.64% | 2.06% | -0.44% | 2.42% | 2.49% | 1.30% | -0.75% | 3.13% | 0.93% | -0.88% | 20.11% |
| 2016 | -9.68% | -1.24% | 5.99% | 2.21% | 2.88% | 1.02% | 5.54% | 1.51% | 1.34% | -4.81% | 5.56% | 0.49% | 10.11% |
| 2015 | -1.41% | 7.16% | 2.93% | -2.20% | 4.55% | 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% | 7.22% | -1.99% | 8.33% | 1.60% | 4.16% | 3.09% | 47.16% |
Expense Ratio
FCPGX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FCPGX is 58, 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.
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 provided a 0.82% dividend yield over the last twelve months, with an annual payout of $0.28 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $1.54 | $3.27 |
Dividend yield | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $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 |
| 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 13.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.11% | Nov 1, 2007 | 338 | Mar 9, 2009 | 488 | Feb 11, 2011 | 826 |
| -46.76% | Sep 7, 2021 | 197 | Jun 16, 2022 | — | — | — |
| -40.73% | Sep 14, 2018 | 379 | Mar 18, 2020 | 162 | Nov 5, 2020 | 541 |
| -28.33% | May 2, 2011 | 108 | Oct 3, 2011 | 239 | Sep 14, 2012 | 347 |
| -24.98% | Jul 17, 2015 | 145 | Feb 11, 2016 | 155 | Sep 22, 2016 | 300 |
Volatility
Volatility Chart
The current Fidelity Small Cap Growth Fund volatility is 6.51%, 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.