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Fidelity Small Cap Growth Fund (FCPGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3163897669

CUSIP

316389766

Issuer

Fidelity

Inception Date

Nov 3, 2004

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.


Expense ratio chart for FCPGX: current value at 1.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.00%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
FCPGX vs. FSPGX FCPGX vs. FECGX FCPGX vs. FBGRX FCPGX vs. VBK FCPGX vs. SPY FCPGX vs. FDGRX FCPGX vs. IWV FCPGX vs. VOO FCPGX vs. FDSCX FCPGX vs. FSKAX
Popular comparisons:
FCPGX vs. FSPGX FCPGX vs. FECGX FCPGX vs. FBGRX FCPGX vs. VBK FCPGX vs. SPY FCPGX vs. FDGRX FCPGX vs. IWV FCPGX vs. VOO FCPGX vs. FDSCX FCPGX vs. FSKAX

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.


-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
6.31%
9.36%
FCPGX (Fidelity Small Cap Growth Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Small Cap Growth Fund had a return of 3.94% year-to-date (YTD) and 22.55% in the last 12 months. Over the past 10 years, Fidelity Small Cap Growth Fund had an annualized return of 7.30%, while the S&P 500 had an annualized return of 11.74%, indicating that Fidelity Small Cap Growth Fund did not perform as well as the benchmark.


FCPGX

YTD

3.94%

1M

4.22%

6M

6.31%

1Y

22.55%

5Y*

4.93%

10Y*

7.30%

^GSPC (Benchmark)

YTD

2.68%

1M

2.24%

6M

9.36%

1Y

22.63%

5Y*

13.42%

10Y*

11.74%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.11%9.40%3.83%-6.12%4.69%-0.45%5.49%1.00%1.40%-1.01%10.06%-8.33%20.03%
20239.38%-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%
20211.67%4.83%-1.71%3.93%-3.00%4.01%-0.99%6.08%-16.35%5.54%-5.97%-2.79%-6.90%
20201.06%-7.05%-17.35%12.15%9.91%2.75%4.35%7.12%-5.95%-0.14%14.66%5.13%24.42%
201912.36%6.17%0.40%2.80%-3.56%6.40%1.53%-0.74%-7.67%1.28%7.05%1.26%29.06%
20185.78%-0.99%1.97%-0.57%6.55%0.79%1.38%7.80%-9.28%-13.05%-0.49%-12.36%-14.27%
20173.50%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%6.00%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FCPGX is 61, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FCPGX is 6161
Overall Rank
The Sharpe Ratio Rank of FCPGX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of FCPGX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of FCPGX is 5656
Omega Ratio Rank
The Calmar Ratio Rank of FCPGX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of FCPGX is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for FCPGX, currently valued at 1.20, compared to the broader market-1.000.001.002.003.004.001.201.81
The chart of Sortino ratio for FCPGX, currently valued at 1.71, compared to the broader market0.002.004.006.008.0010.0012.001.712.43
The chart of Omega ratio for FCPGX, currently valued at 1.21, compared to the broader market1.002.003.004.001.211.33
The chart of Calmar ratio for FCPGX, currently valued at 0.81, compared to the broader market0.005.0010.0015.0020.000.812.77
The chart of Martin ratio for FCPGX, currently valued at 6.01, compared to the broader market0.0020.0040.0060.0080.006.0111.33
FCPGX
^GSPC

The current Fidelity Small Cap Growth Fund Sharpe ratio is 1.20. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Small Cap Growth Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
1.20
1.81
FCPGX (Fidelity Small Cap Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Small Cap Growth Fund provided a 0.92% dividend yield over the last twelve months, with an annual payout of $0.32 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.32$0.32$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.81$1.54

Dividend yield

0.92%0.95%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.32%8.37%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.28$0.00$0.00$0.04$0.32
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$1.19$0.00$0.00$0.35$1.54

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-12.52%
-1.30%
FCPGX (Fidelity Small Cap Growth Fund)
Benchmark (^GSPC)

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 12.52%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.11%Nov 1, 2007338Mar 9, 2009488Feb 11, 2011826
-46.76%Sep 7, 2021197Jun 16, 2022
-40.73%Sep 14, 2018379Mar 18, 2020162Nov 5, 2020541
-28.33%May 2, 2011108Oct 3, 2011239Sep 14, 2012347
-24.98%Jul 17, 2015145Feb 11, 2016155Sep 22, 2016300

Volatility

Volatility Chart

The current Fidelity Small Cap Growth Fund volatility is 5.47%, 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.


2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
5.47%
4.26%
FCPGX (Fidelity Small Cap Growth Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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