Fidelity Growth Strategies Fund (FDEGX)
The fund primarily invests in common stocks. It invests in companies the advisor believes offer the potential for accelerated earnings or revenue growth (stocks of these companies are often called "growth" stocks). The advisor focuses investments in medium-sized companies, but may also invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.
Fund Info
| ISIN | US3162002030 |
|---|---|
| CUSIP | 316200203 |
| Issuer | Fidelity |
| Inception Date | Dec 28, 1990 |
| Category | Mid Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
FDEGX features an expense ratio of 0.63%, falling within the medium range.
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: FDEGX vs. CMGIX, FDEGX vs. FSLBX, FDEGX vs. FDGRX, FDEGX vs. CANE, FDEGX vs. FXAIX, FDEGX vs. OLGAX, FDEGX vs. FMAGX, FDEGX vs. FPADX, FDEGX vs. NAIL, FDEGX vs. ^GSPC
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Growth Strategies 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 Growth Strategies Fund had a return of 13.11% year-to-date (YTD) and 21.05% in the last 12 months. Over the past 10 years, Fidelity Growth Strategies Fund had an annualized return of 10.57%, which was very close to the S&P 500 benchmark's annualized return of 10.92%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.11% | 17.95% |
| 1 month | 2.92% | 3.13% |
| 6 months | 3.25% | 9.95% |
| 1 year | 21.05% | 24.88% |
| 5 years (annualized) | 11.39% | 13.37% |
| 10 years (annualized) | 10.57% | 10.92% |
Monthly Returns
The table below presents the monthly returns of FDEGX, 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 | 0.44% | 8.27% | 4.50% | -5.19% | 3.55% | -0.57% | 0.29% | 2.12% | 13.11% | ||||
| 2023 | 6.43% | -0.38% | 2.08% | -1.35% | -0.56% | 7.52% | 3.11% | -3.15% | -4.30% | -6.58% | 11.79% | 6.13% | 20.93% |
| 2022 | -14.47% | -1.60% | 0.69% | -11.13% | -0.86% | -8.54% | 13.76% | -3.97% | -7.87% | 7.97% | 5.81% | -6.40% | -26.50% |
| 2021 | -2.23% | 2.95% | -0.43% | 5.67% | -1.38% | 6.37% | 4.21% | 4.08% | -5.87% | 7.81% | -2.56% | 1.81% | 21.30% |
| 2020 | 1.68% | -5.74% | -13.34% | 13.35% | 8.77% | 2.05% | 6.87% | 2.43% | -1.57% | -0.76% | 10.14% | 5.10% | 29.34% |
| 2019 | 9.11% | 4.78% | 1.77% | 4.23% | -4.00% | 7.58% | 2.67% | -1.25% | -1.37% | 2.34% | 4.88% | 1.60% | 36.59% |
| 2018 | 5.81% | -2.39% | -1.04% | -1.48% | 3.38% | -0.07% | 3.11% | 2.15% | -0.53% | -8.84% | 2.55% | -8.66% | -6.92% |
| 2017 | 3.62% | 3.89% | 0.30% | 0.79% | 1.43% | 0.03% | 0.61% | 0.11% | 2.38% | 2.87% | 2.89% | 0.82% | 21.50% |
| 2016 | -6.25% | 0.77% | 5.28% | -0.42% | 1.33% | 0.06% | 3.02% | -0.29% | -0.17% | -2.66% | 1.53% | 0.94% | 2.73% |
| 2015 | -1.95% | 7.70% | 0.88% | -1.28% | 2.35% | -1.21% | 1.72% | -5.64% | -3.21% | 5.48% | 0.74% | -1.73% | 3.17% |
| 2014 | -3.16% | 5.40% | -0.89% | -0.69% | 2.69% | 2.62% | -2.85% | 4.78% | -2.15% | 3.79% | 4.01% | 0.17% | 14.02% |
| 2013 | 6.28% | 1.64% | 3.49% | 1.25% | 2.64% | -0.21% | 5.50% | -1.97% | 4.75% | 3.08% | 3.17% | 3.23% | 37.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FDEGX is 32, 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 Growth Strategies Fund (FDEGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Growth Strategies Fund granted a 0.05% dividend yield in the last twelve months. The annual payout for that period amounted to $0.03 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.03 | $0.03 | $0.00 | $8.99 | $5.00 | $1.83 | $0.28 | $0.18 | $0.20 | $0.04 | $0.19 | $0.05 |
Dividend yield | 0.05% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.43% | 0.59% | 0.13% | 0.59% | 0.18% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Growth Strategies 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 | $0.00 | $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 | $0.03 | $0.03 |
| 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 | $8.99 | $8.99 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.00 | $5.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.76 | $1.83 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2013 | $0.05 | $0.05 |
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 Growth Strategies 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 Growth Strategies Fund was 85.76%, occurring on Oct 7, 2002. Recovery took 4498 trading sessions.
The current Fidelity Growth Strategies Fund drawdown is 3.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.76% | Mar 10, 2000 | 643 | Oct 7, 2002 | 4498 | Aug 26, 2020 | 5141 |
| -36.62% | Nov 17, 2021 | 146 | Jun 16, 2022 | — | — | — |
| -32.47% | Oct 10, 1997 | 66 | Jan 9, 1998 | 247 | Dec 22, 1998 | 313 |
| -22.38% | Jan 16, 1992 | 116 | Jun 25, 1992 | 133 | Dec 29, 1992 | 249 |
| -19.76% | Mar 21, 1994 | 70 | Jun 24, 1994 | 195 | Mar 24, 1995 | 265 |
Volatility
Volatility Chart
The current Fidelity Growth Strategies Fund volatility is 6.01%, 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.