- ISIN
- US3162008565
- CUSIP
- 316200856
- Issuer
- Fidelity
- Inception Date
- May 15, 2008
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FGCKX Performance Chart
Fidelity Growth Company K (FGCKX) is up 23.0% since the beginning of the year. FGCKX is currently trading at $59 per share. Investors who bought $1,000 worth of FGCKX shares 5 years ago would now be looking at an investment worth $2,143.
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Returns By Period
Fidelity Growth Company K (FGCKX) has returned 23.03% so far this year and 47.56% over the past 12 months. Looking at the last ten years, FGCKX has achieved an annualized return of 23.27%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Fidelity Growth Company K
- 1D
- 1.84%
- 1M
- 2.21%
- YTD
- 23.03%
- 6M
- 16.55%
- 1Y
- 47.56%
- 3Y*
- 30.17%
- 5Y*
- 16.47%
- 10Y*
- 23.27%
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%
FGCKX Monthly Returns History
Based on dividend-adjusted daily data since May 9, 2008, FGCKX's average daily return is +0.07%, while the average monthly return is +1.45%. At this rate, an investment would double in approximately 4.0 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +18.4%, while the worst month was Oct 2008 at -17.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.
On a daily basis, FGCKX closed higher 56% of trading days. The best single day was Oct 13, 2008 with a return of +12.1%, while the worst single day was Mar 16, 2020 at -12.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.47% | -0.95% | -4.13% | 15.48% | 9.29% | 0.19% | 23.03% | ||||||
| 2025 | 1.35% | -4.37% | -9.81% | 0.79% | 10.03% | 7.32% | 5.04% | 1.42% | 7.07% | 5.58% | -1.87% | -3.48% | 18.67% |
| 2024 | 3.05% | 9.10% | 2.69% | -4.45% | 7.49% | 6.23% | -1.86% | 1.36% | 1.89% | 0.78% | 5.86% | 0.80% | 37.30% |
| 2023 | 10.61% | -1.20% | 6.76% | 1.02% | 7.13% | 6.48% | 4.11% | -1.48% | -6.45% | -3.02% | 11.10% | 6.00% | 47.35% |
| 2022 | -11.17% | -3.32% | 3.72% | -14.45% | -4.05% | -8.63% | 11.94% | -3.47% | -9.95% | 6.52% | 4.93% | -8.91% | -33.82% |
| 2021 | 1.40% | 2.09% | -1.06% | 6.46% | -1.17% | 7.38% | 0.37% | 4.52% | -5.07% | 8.27% | 1.73% | -3.38% | 22.62% |
Benchmark Metrics
Fidelity Growth Company K has an annualized alpha of 6.10%, beta of 1.10, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since May 09, 2008.
- This fund captured 132.33% of S&P 500 Index gains and 102.04% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 6.10% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.10 and R2 of 0.86, 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
- 6.10%
- Beta
- 1.10
- R²
- 0.86
- Upside Capture
- 132.33%
- Downside Capture
- 102.04%
Expense Ratio
FGCKX has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FGCKX ranks 74 for risk / return — better than 74% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) 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.
| FGCKX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.37 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.76 | 2.78 | +0.98 |
| Martin ratioReturn relative to average drawdown | 13.85 | 12.44 | +1.41 |
Dividends
Dividend History
Fidelity Growth Company K 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 | $3.58 | $1.22 | $1.62 | $3.89 | $2.91 | $0.82 | $1.02 | $0.85 | $0.85 | $0.54 |
Dividend yield | 0.00% | 0.00% | 8.80% | 3.81% | 7.16% | 10.63% | 8.83% | 3.84% | 6.38% | 4.73% | 6.20% | 3.96% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Growth Company K. 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 | $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 K. 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 K was 51.01%, occurring on Nov 20, 2008. Recovery took 512 trading sessions.
The current Fidelity Growth Company K drawdown is 0.60%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -51.01%Nov 2008 | 6mo 5d | 2y 13d | 2y 6moMay 2008 - Dec 2010 |
Bear market2022 | -40.21%Oct 2022 | 10mo 26d | 1y 3mo | 2y 2moNov 2021 - Feb 2024 |
COVID crash2020 | -31.56%Mar 2020 | 25d | 2mo 5d | 3moFeb 2020 - May 2020 |
Rate-hike selloffLate 2018 | -26.92%Dec 2018 | 3mo 26d | 7mo 2d | 10mo 28dAug 2018 - Jul 2019 |
2025 selloff2025 | -26.20%Apr 2025 | 2mo 14d | 2mo 26d | 5mo 10dJan 2025 - Jul 2025 |
Drawdown Indicators
| FGCKX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.01% | -56.78% | +5.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -9.10% | -3.45% |
Max Drawdown (3Y)Largest decline over 3 years | -26.20% | -18.90% | -7.30% |
Max Drawdown (5Y)Largest decline over 5 years | -40.21% | -25.43% | -14.78% |
Max Drawdown (10Y)Largest decline over 10 years | -40.21% | -33.92% | -6.29% |
Current DrawdownCurrent decline from peak | -0.60% | -1.80% | +1.20% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -10.71% | +1.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 2.03% | +1.37% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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