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ISIN
US3162001040
CUSIP
316200104
Issuer
Fidelity
Inception Date
Jan 17, 1983
Region
North America (U.S.)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

FDGRX Performance Chart

Fidelity Growth Company Fund (FDGRX) is up 21.7% since the beginning of the year. FDGRX is currently trading at $58 per share. Investors who bought $1,000 worth of FDGRX shares 5 years ago would now be looking at an investment worth $2,071.


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S&P 500 Index

Returns By Period

Fidelity Growth Company Fund (FDGRX) has returned 21.71% so far this year and 44.78% over the past 12 months. Looking at the last ten years, FDGRX has achieved an annualized return of 23.44%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.


Fidelity Growth Company Fund

1D
-1.05%
1M
1.13%
YTD
21.71%
6M
14.48%
1Y
44.78%
3Y*
30.10%
5Y*
15.67%
10Y*
23.44%

Benchmark (S&P 500 Index)

1D
-1.44%
1M
-1.45%
YTD
7.60%
6M
6.59%
1Y
22.24%
3Y*
19.20%
5Y*
11.54%
10Y*
13.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDGRX Monthly Returns History

Based on dividend-adjusted daily data since Jan 17, 1983, FDGRX's average daily return is +0.07%, while the average monthly return is +1.36%. At this rate, an investment would double in approximately 4.3 years.

Historically, 62% of months were positive and 38% were negative. The best month was Feb 2000 with a return of +27.0%, while the worst month was Oct 1987 at -26.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FDGRX closed higher 55% of trading days. The best single day was Nov 26, 1986 with a return of +20.4%, while the worst single day was Dec 1, 1986 at -17.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.47%-0.96%-4.12%15.47%9.27%-0.87%21.71%
20251.36%-4.38%-9.82%0.79%10.02%7.29%5.05%1.41%7.07%5.58%-1.88%-3.53%18.54%
20243.04%9.09%2.68%-4.45%7.47%6.24%-1.89%1.37%1.90%0.76%5.85%0.80%37.18%
202310.62%-1.24%6.79%0.99%7.13%6.48%4.13%-1.52%-6.45%-3.00%11.08%6.00%47.25%
2022-11.19%-3.33%3.74%-14.44%-4.07%-8.66%11.95%-3.48%-9.96%6.54%4.91%-8.90%-33.86%
20211.40%2.07%-1.03%6.44%-1.17%7.37%0.37%4.51%-5.09%8.27%1.73%-3.39%22.57%

Benchmark Metrics

Fidelity Growth Company Fund has an annualized alpha of 5.19%, beta of 1.07, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since January 17, 1983.

  • This fund captured 135.29% of S&P 500 Index gains and 109.10% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 5.19% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 1.07 and R2 of 0.77, 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
5.19%
Beta
1.07
0.77
Upside Capture
135.29%
Downside Capture
109.10%

Expense Ratio

FDGRX has an expense ratio of 0.52%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FDGRX ranks 72 for risk / return — better than 72% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


FDGRX Risk / Return Rank: 7272
Overall Rank
FDGRX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FDGRX Sortino Ratio Rank: 5858
Sortino Ratio Rank
FDGRX Omega Ratio Rank: 6363
Omega Ratio Rank
FDGRX Calmar Ratio Rank: 8383
Calmar Ratio Rank
FDGRX Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) 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.


FDGRXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.59

Sortino ratioReturn per unit of downside risk

+0.50

Omega ratioGain probability vs. loss probability

1.40

1.32

+0.08

Calmar ratioReturn relative to maximum drawdown

3.68

2.46

+1.22

Martin ratioReturn relative to average drawdown

13.48

10.92

+2.57

Dividends

Dividend History

Fidelity Growth Company Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.00$0.00$3.58$1.22$1.62$3.89$2.91$0.82$1.02$0.85$0.84$0.54

Dividend yield

0.00%0.00%8.86%3.83%7.20%10.67%8.86%3.84%6.38%4.73%6.16%3.92%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Growth Company Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$3.58$3.58
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.22$1.22
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.62$1.62
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.89$3.89

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 Company 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 Company Fund was 71.62%, occurring on Oct 9, 2002. Recovery took 2607 trading sessions.

The current Fidelity Growth Company Fund drawdown is 1.66%.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-71.62%Oct 2002
2y 7mo10y 4mo
12y 11moMar 2000 - Feb 2013
Black Monday1987
-41.04%Oct 1987
20d1y 6mo
1y 6moOct 1987 - Apr 1989
Bear market2022
-40.25%Oct 2022
10mo 26d1y 3mo
2y 2moNov 2021 - Feb 2024
COVID crash2020
-31.57%Mar 2020
25d2mo 5d
3moFeb 2020 - May 2020
1990 bear market1990
-27.99%Oct 1990
2mo 26d3mo 26d
6mo 22dJul 1990 - Feb 1991

Drawdown Indicators


FDGRXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-71.62%

-56.78%

-14.84%

Max Drawdown (1Y)

Largest decline over 1 year

-12.60%

-9.10%

-3.50%

Max Drawdown (3Y)

Largest decline over 3 years

-26.19%

-18.90%

-7.29%

Max Drawdown (5Y)

Largest decline over 5 years

-40.25%

-25.43%

-14.82%

Max Drawdown (10Y)

Largest decline over 10 years

-40.25%

-33.92%

-6.33%

Current Drawdown

Current decline from peak

-1.66%

-3.21%

+1.55%

Average Drawdown

Average peak-to-trough decline

-15.89%

-10.71%

-5.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.42%

2.04%

+1.38%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FDGRX

Add Fidelity Growth Company Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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