- ISIN
- US3162002030
- CUSIP
- 316200203
- Issuer
- Fidelity
- Inception Date
- Dec 28, 1990
- Category
- Mid Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FDEGX Performance Chart
Fidelity Growth Strategies Fund (FDEGX) is up 13.9% since the beginning of the year. FDEGX is currently trading at $78 per share. Investors who bought $1,000 worth of FDEGX shares 5 years ago would now be looking at an investment worth $1,500.
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Returns By Period
Fidelity Growth Strategies Fund (FDEGX) has returned 13.88% so far this year and 7.78% over the past 12 months. Over the last ten years, FDEGX has returned 12.60% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Growth Strategies Fund
- 1D
- 1.59%
- 1M
- 5.65%
- YTD
- 13.88%
- 6M
- 1.24%
- 1Y
- 7.78%
- 3Y*
- 17.10%
- 5Y*
- 8.45%
- 10Y*
- 12.60%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FDEGX Monthly Returns History
Based on dividend-adjusted daily data since Dec 28, 1990, FDEGX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2001 with a return of +21.4%, while the worst month was Nov 2000 at -22.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.
On a daily basis, FDEGX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +11.1%, while the worst single day was Mar 16, 2020 at -13.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.09% | 4.77% | -7.70% | 9.32% | 5.36% | 2.15% | 13.88% | ||||||
| 2025 | 6.22% | -6.34% | -7.56% | 5.18% | 10.92% | 5.21% | 1.75% | 0.43% | 1.12% | 0.81% | -2.93% | -9.87% | 2.88% |
| 2024 | 0.44% | 8.27% | 4.50% | -5.19% | 3.55% | -0.57% | 0.29% | 2.12% | 3.77% | 1.82% | 14.22% | -7.69% | 26.57% |
| 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% |
Benchmark Metrics
Fidelity Growth Strategies Fund has an annualized alpha of 0.28%, beta of 1.15, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since December 28, 1990.
- This fund captured 130.94% of S&P 500 Index gains and 125.96% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.15 and R2 of 0.72, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.28%
- Beta
- 1.15
- R²
- 0.72
- Upside Capture
- 130.94%
- Downside Capture
- 125.96%
Expense Ratio
FDEGX has an expense ratio of 0.63%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FDEGX ranks 5 for risk / return — in the bottom 5% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Growth Strategies Fund (FDEGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FDEGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.70 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.37 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 2.78 | -2.42 |
| Martin ratioReturn relative to average drawdown | 0.92 | 12.44 | -11.52 |
Dividends
Dividend History
Fidelity Growth Strategies Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $5.24 | $0.03 | $0.00 | $8.99 | $5.00 | $1.83 | $0.28 | $0.02 | $0.20 | $0.04 |
Dividend yield | 0.00% | 0.00% | 7.89% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.05% | 0.59% | 0.13% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $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 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.24 | $5.24 |
| 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 |
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.
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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 85.96%, occurring on Oct 7, 2002. Recovery took 4508 trading sessions.
The current Fidelity Growth Strategies Fund drawdown is 2.32%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -85.96%Oct 2002 | 2y 7mo | 17y 11mo | 20y 6moMar 2000 - Sep 2020 |
Bear market2022 | -36.62%Jun 2022 | 7mo 1d | 2y 3mo | 2y 10moNov 2021 - Sep 2024 |
1998 bear market1998 | -28.87%Oct 1998 | 2mo 19d | 2mo 14d | 5mo 3dJul 1998 - Dec 1998 |
2025 selloff2025 | -26.04%Apr 2025 | 1mo 18d | 2mo 17d | 4mo 5dFeb 2025 - Jun 2025 |
1992 bear market1992 | -21.18%Jun 1992 | 5mo 11d | 5mo 15d | 10mo 26dJan 1992 - Dec 1992 |
Drawdown Indicators
| FDEGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.96% | -56.78% | -29.18% |
Max Drawdown (1Y)Largest decline over 1 year | -20.45% | -9.10% | -11.35% |
Max Drawdown (3Y)Largest decline over 3 years | -26.04% | -18.90% | -7.14% |
Max Drawdown (5Y)Largest decline over 5 years | -36.62% | -25.43% | -11.19% |
Max Drawdown (10Y)Largest decline over 10 years | -36.62% | -33.92% | -2.70% |
Current DrawdownCurrent decline from peak | -2.32% | -1.80% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -36.78% | -10.71% | -26.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.07% | 2.03% | +6.04% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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