Fidelity Growth Discovery Fund (FDSVX)
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in companies that the adviser believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fund Info
US31617F2056
31617F205
Mar 31, 1998
$0
Large-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 Growth Discovery 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 Discovery Fund had a return of 18.88% year-to-date (YTD) and 24.40% in the last 12 months. Over the past 10 years, Fidelity Growth Discovery Fund had an annualized return of 10.45%, while the S&P 500 had an annualized return of 11.16%, indicating that Fidelity Growth Discovery Fund did not perform as well as the benchmark.
FDSVX
18.88%
0.03%
1.30%
24.40%
11.03%
10.45%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of FDSVX, 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 | 4.10% | 8.63% | 2.40% | -4.43% | 5.62% | 5.35% | -1.70% | -6.24% | 2.13% | -0.70% | 18.88% | ||
| 2023 | 6.64% | -1.75% | 5.10% | 0.11% | 4.56% | 6.65% | 3.69% | -3.25% | -5.54% | -2.10% | 10.53% | 4.74% | 32.02% |
| 2022 | -8.37% | -2.56% | 4.48% | -10.94% | -1.51% | -6.53% | 9.85% | -7.11% | -9.31% | 4.74% | 5.30% | -6.20% | -26.79% |
| 2021 | 0.91% | 1.48% | 0.51% | 6.09% | -0.32% | 4.26% | 1.77% | -4.94% | -6.18% | 8.16% | -0.66% | -2.36% | 8.06% |
| 2020 | 2.54% | -5.30% | -10.83% | 14.88% | 7.97% | 5.95% | 6.99% | 4.75% | -3.91% | -1.62% | 9.96% | -1.77% | 30.22% |
| 2019 | 8.59% | 3.88% | 3.11% | 4.23% | -6.03% | 6.61% | 1.11% | -4.45% | -0.74% | 3.12% | 3.99% | 2.44% | 27.97% |
| 2018 | 8.23% | -2.33% | -2.12% | 0.95% | 4.29% | 0.79% | 2.85% | 1.63% | -0.13% | -9.39% | 1.48% | -9.30% | -4.41% |
| 2017 | 5.51% | 4.29% | 1.89% | 3.37% | 3.94% | -0.13% | 3.37% | -0.29% | 0.92% | 4.12% | 1.00% | -2.51% | 28.29% |
| 2016 | -6.65% | -2.42% | 5.04% | 0.08% | 2.81% | -1.65% | 4.99% | 0.31% | 0.31% | -2.32% | 0.12% | 0.64% | 0.68% |
| 2015 | -0.51% | 5.74% | -0.48% | -1.33% | 2.29% | -0.12% | 3.25% | -6.47% | -3.16% | 7.47% | 1.12% | -0.14% | 7.12% |
| 2014 | 0.42% | 7.36% | -3.54% | -2.49% | 2.69% | 4.34% | -2.34% | 5.47% | -1.85% | 1.89% | 0.72% | -1.20% | 11.37% |
| 2013 | 3.85% | 0.62% | 3.62% | 1.54% | 3.33% | -1.64% | 6.43% | 0.37% | 5.88% | 2.19% | 2.59% | 3.11% | 36.63% |
Expense Ratio
FDSVX features an expense ratio of 0.77%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FDSVX is 35, 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 Discovery Fund (FDSVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Growth Discovery Fund provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.01 | $0.03 | $0.01 | $0.13 | $0.02 | $0.02 | $0.06 | $0.05 | $0.02 | $0.03 | $0.02 | $0.05 |
Dividend yield | 0.02% | 0.05% | 0.02% | 0.24% | 0.03% | 0.05% | 0.20% | 0.15% | 0.09% | 0.12% | 0.10% | 0.24% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Growth Discovery 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 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.01 | $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 | $0.01 | $0.01 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.03 | $0.06 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.02 | $0.05 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.01 | $0.02 |
| 2013 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $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 Discovery 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 Discovery Fund was 59.34%, occurring on Mar 9, 2009. Recovery took 1003 trading sessions.
The current Fidelity Growth Discovery Fund drawdown is 7.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.34% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1003 | Mar 5, 2013 | 1341 |
| -45.92% | Sep 5, 2000 | 525 | Oct 9, 2002 | 1134 | Apr 16, 2007 | 1659 |
| -35.5% | Aug 6, 2021 | 301 | Oct 14, 2022 | 339 | Feb 22, 2024 | 640 |
| -31.09% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -30.71% | Jul 21, 1998 | 58 | Oct 8, 1998 | 59 | Dec 30, 1998 | 117 |
Volatility
Volatility Chart
The current Fidelity Growth Discovery Fund volatility is 4.62%, 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.