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Fidelity Growth Discovery Fund Class K (FGDKX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US31617F8665

Issuer

Fidelity

Inception Date

May 9, 2008

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FGDKX features an expense ratio of 0.68%, falling within the medium range.


Expense ratio chart for FGDKX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%

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.


Popular comparisons:
FGDKX vs. FDSVX FGDKX vs. VUG FGDKX vs. FXAIX FGDKX vs. FSPGX FGDKX vs. FBGKX FGDKX vs. FBGRX FGDKX vs. VIGIX FGDKX vs. VTI FGDKX vs. JGVVX FGDKX vs. VGT
Popular comparisons:
FGDKX vs. FDSVX FGDKX vs. VUG FGDKX vs. FXAIX FGDKX vs. FSPGX FGDKX vs. FBGKX FGDKX vs. FBGRX FGDKX vs. VIGIX FGDKX vs. VTI FGDKX vs. JGVVX FGDKX vs. VGT

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Growth Discovery Fund Class K, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
6.36%
10.30%
FGDKX (Fidelity Growth Discovery Fund Class K)
Benchmark (^GSPC)

Returns By Period

Fidelity Growth Discovery Fund Class K had a return of 3.87% year-to-date (YTD) and 8.47% in the last 12 months. Over the past 10 years, Fidelity Growth Discovery Fund Class K had an annualized return of 10.19%, while the S&P 500 had an annualized return of 11.31%, indicating that Fidelity Growth Discovery Fund Class K did not perform as well as the benchmark.


FGDKX

YTD

3.87%

1M

1.41%

6M

5.16%

1Y

8.47%

5Y*

8.57%

10Y*

10.19%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of FGDKX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.54%3.87%
20244.11%8.65%2.39%-4.40%5.62%5.34%-1.68%-6.26%2.14%-0.70%4.52%-4.85%14.53%
20236.65%-1.74%5.11%0.09%4.59%6.66%3.70%-3.24%-5.53%-2.12%10.53%4.76%32.13%
2022-8.37%-2.54%4.47%-10.93%-1.51%-6.52%9.86%-7.08%-9.31%4.75%5.29%-6.17%-26.70%
20210.93%1.47%0.53%6.08%-0.30%4.26%1.77%-4.95%-6.17%8.17%-0.66%-2.35%8.12%
20202.51%-5.27%-10.82%14.87%8.01%5.94%7.05%4.75%-3.91%-1.60%9.97%-1.80%30.33%
20198.59%3.88%3.11%4.26%-6.02%6.63%1.14%-4.47%-0.71%3.12%4.02%2.46%28.11%
20188.26%-2.33%-2.12%0.95%4.32%0.79%2.85%1.64%-0.11%-9.38%1.48%-9.27%-4.28%
20175.54%4.25%1.93%3.37%3.94%-0.10%3.36%-0.27%0.92%4.15%1.00%-2.51%28.42%
2016-6.65%-2.42%5.08%0.12%2.81%-1.65%5.02%0.27%0.31%-2.28%0.12%0.67%0.83%
2015-0.47%5.70%-0.48%-1.29%2.29%-0.08%3.25%-6.45%-3.16%7.47%1.12%-0.12%7.24%
20140.42%7.36%-3.54%-2.44%2.69%4.34%-2.34%5.46%-1.81%1.89%0.72%-1.18%11.48%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FGDKX is 17, meaning it’s performing worse than 83% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FGDKX is 1717
Overall Rank
The Sharpe Ratio Rank of FGDKX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of FGDKX is 1313
Sortino Ratio Rank
The Omega Ratio Rank of FGDKX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of FGDKX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of FGDKX is 1313
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 Class K (FGDKX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FGDKX, currently valued at 0.35, compared to the broader market-1.000.001.002.003.004.000.351.74
The chart of Sortino ratio for FGDKX, currently valued at 0.56, compared to the broader market0.002.004.006.008.0010.0012.000.562.35
The chart of Omega ratio for FGDKX, currently valued at 1.08, compared to the broader market1.002.003.004.001.081.32
The chart of Calmar ratio for FGDKX, currently valued at 0.41, compared to the broader market0.005.0010.0015.0020.000.412.61
The chart of Martin ratio for FGDKX, currently valued at 0.94, compared to the broader market0.0020.0040.0060.0080.000.9410.66
FGDKX
^GSPC

The current Fidelity Growth Discovery Fund Class K Sharpe ratio is 0.35. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Growth Discovery Fund Class K with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
0.35
1.74
FGDKX (Fidelity Growth Discovery Fund Class K)
Benchmark (^GSPC)

Dividends

Dividend History

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


0.00%0.05%0.10%0.15%0.20%0.25%0.30%0.35%$0.00$0.05$0.10$0.1520142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.08$0.03$0.16$0.06$0.06$0.10$0.09$0.04$0.06$0.07

Dividend yield

0.00%0.00%0.14%0.07%0.28%0.11%0.15%0.31%0.26%0.15%0.24%0.28%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Growth Discovery Fund Class K. 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
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$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.03$0.08
2022$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
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03$0.00$0.00$0.00$0.00$0.06
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.04$0.06
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.05$0.10
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.04$0.09
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.02$0.06
2014$0.04$0.00$0.00$0.00$0.03$0.07

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.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-7.04%
0
FGDKX (Fidelity Growth Discovery Fund Class K)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Growth Discovery Fund Class 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 Discovery Fund Class K was 55.39%, occurring on Mar 9, 2009. Recovery took 539 trading sessions.

The current Fidelity Growth Discovery Fund Class K drawdown is 7.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.39%Jun 6, 2008189Mar 9, 2009539Apr 27, 2011728
-35.42%Aug 6, 2021301Oct 14, 2022339Feb 22, 2024640
-31.09%Feb 20, 202023Mar 23, 202052Jun 5, 202075
-23.69%Jul 26, 2018105Dec 24, 2018122Jun 20, 2019227
-20.59%Jul 25, 201150Oct 3, 201198Feb 23, 2012148

Volatility

Volatility Chart

The current Fidelity Growth Discovery Fund Class K volatility is 5.24%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
5.24%
3.07%
FGDKX (Fidelity Growth Discovery Fund Class K)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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