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Fidelity Growth Discovery Fund (FDSVX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US31617F2056

CUSIP

31617F205

Issuer

Fidelity

Inception Date

Mar 31, 1998

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FDSVX has an expense ratio of 0.77%, placing it in 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.


Performance

Performance Chart


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Returns By Period

Fidelity Growth Discovery Fund (FDSVX) returned -1.56% year-to-date (YTD) and 11.32% over the past 12 months. Over the past 10 years, FDSVX delivered an annualized return of 15.59%, outperforming the S&P 500 benchmark at 10.69%.


FDSVX

YTD

-1.56%

1M

12.43%

6M

-3.33%

1Y

11.32%

5Y*

18.28%

10Y*

15.59%

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.53%-3.26%-7.62%0.48%6.93%-1.56%
20244.10%8.63%2.40%-4.43%5.62%5.35%-1.70%3.11%2.13%-0.70%4.52%-1.59%30.19%
20236.64%-1.75%5.10%0.11%4.56%6.65%3.69%-0.70%-5.54%-2.10%10.53%4.84%35.63%
2022-8.37%-2.56%4.48%-10.94%-1.51%-6.53%9.85%-4.12%-9.31%4.74%5.30%-6.20%-24.43%
20210.91%1.48%0.51%6.09%-0.32%4.26%1.77%4.46%-6.18%8.16%-0.66%1.08%22.93%
20202.54%-5.30%-10.83%14.88%7.97%5.95%6.99%8.88%-3.91%-1.62%9.96%4.12%43.45%
20198.59%3.88%3.11%4.23%-6.03%6.61%1.11%-1.29%-0.74%3.12%3.99%3.65%33.77%
20188.23%-2.33%-2.12%0.95%4.29%0.79%2.85%4.58%-0.13%-9.39%1.48%-8.09%-0.33%
20175.51%4.29%1.90%3.37%3.94%-0.13%3.37%2.06%0.92%4.12%1.00%0.02%34.72%
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%2.30%-0.12%3.25%-6.47%-3.16%7.47%1.12%-0.10%7.16%
20140.42%7.36%-3.54%-2.49%2.69%4.34%-2.34%5.46%-1.85%1.89%0.72%-1.21%11.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FDSVX is 53, 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 FDSVX is 5353
Overall Rank
The Sharpe Ratio Rank of FDSVX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of FDSVX is 5151
Sortino Ratio Rank
The Omega Ratio Rank of FDSVX is 5151
Omega Ratio Rank
The Calmar Ratio Rank of FDSVX is 5959
Calmar Ratio Rank
The Martin Ratio Rank of FDSVX is 5050
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 Growth Discovery Fund (FDSVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Growth Discovery Fund Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 0.49
  • 5-Year: 0.87
  • 10-Year: 0.75
  • All Time: 0.49

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Growth Discovery Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Fidelity Growth Discovery Fund provided a 13.02% dividend yield over the last twelve months, with an annual payout of $7.90 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$2.00$4.00$6.00$8.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$7.90$7.90$1.37$1.49$7.50$4.99$1.70$1.56$1.61$0.02$0.04$0.02

Dividend yield

13.02%12.81%2.55%3.65%13.46%9.65%4.28%5.02%4.94%0.09%0.16%0.09%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$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$5.72$0.00$0.00$0.00$2.18$7.90
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.31$0.00$0.00$0.00$0.06$1.37
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.48$0.00$0.00$0.00$0.01$1.49
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.46$0.00$0.00$0.00$2.05$7.50
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.01$1.90$0.00$0.00$0.00$3.08$4.99
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.21$0.00$0.00$0.00$0.49$1.70
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.09$0.00$0.00$0.00$0.48$1.56
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.75$0.00$0.00$0.00$0.86$1.61
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$0.02$0.04
2014$0.01$0.00$0.00$0.00$0.01$0.02

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 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 993 trading sessions.

The current Fidelity Growth Discovery Fund drawdown is 6.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.34%Nov 1, 2007338Mar 9, 2009993Feb 19, 20131331
-45.96%Sep 5, 2000525Oct 9, 20021134Apr 16, 20071659
-31.09%Feb 20, 202023Mar 23, 202052Jun 5, 202075
-30.71%Jul 21, 199858Oct 8, 199859Dec 30, 1998117
-29.83%Nov 22, 2021226Oct 14, 2022310Jan 10, 2024536

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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